A refreshing approach to Lifetime Trusts

Our service is only available for professionals.

Price

Our pricing structure enables you to offer the best of products to clients whilst giving you opportunity to take a competitive edge.

Unrivalled Turnaround

Efficient processes help deliver your legal documents in an unrivalled timeframe.

Technology

Our system creates an effortless process and reduces repetitive data entry making it fast, efficient, and intuitive.

The eight stages of creating a trust with TrustSuite:

  1. Instruction: Estate planner enters their clients’ information, wishes, and ID through our easy to use intake questionnaire. 
  2. Submission: The information is submitted to our qualified solicitor and TEP. 
  3. Drafting: Our legal experts draft your client’s lifetime trust. 
  4. Approval: Our solicitor quality checks and releases the deeds and land registry forms to the estate planner. 
  5. Sent to Client: The estate planner opens the documents through their TrustSuite account and gives the printed copy to their clients. 
  6. Signed: The client signs the document. 
  7. HMLR Submission: Estate Planner scans the signed document and uploads it to their TrustSuite account, where it is  submitted to the land registry. 
  8. Completion: Estate planner receives notification from the Land Registry that the conveyancing of their lifetime trust has been completed. 

Receive Your First Three Lifetime Trusts for £99/Trust

Pricing

How we price our system and trusts
House Value First 3 < £100k < £200k < £500k < £1M £1M+
Single £99 £349 £349 £349 £349 £349
Joint £99 £349 £349 £349 £349 £349
Land Registry Fees See table See Table See Table See Table See Table See Table
First Registration Fees - - - - - -
HMLR Fees based on registered freehold transfer of the whole property. First five available for the first 3 months.

Our Partners

Get in Touch

Want to know more about us? We'd like to hear from you

Find us at the office

TrustSuite Limited 
33A The Square 
Beeston 
Nottingham 
NG9 2JJ

Give us a ring

0330 223 0538

Mon - Fri, 9:00-17:00

Contact Us