Advisory and drafting services
Behind the scenes expertise when you need it
Not every firm needs a full-time trust specialist—but having one available when it counts can be invaluable.
I provide on-demand advisory services to professionals who work in or alongside the trust and estate planning space.
How I can help
Advice on complex trust or estate planning structures
Advice on trustee duties, powers, and risk management
Reviewing and advising on trust and estate planning documentation
Drafting trust documentation, including but not limited to trust establishment, variations, trustee changes, distributions, resettlements and wind ups
Reviewing existing precedents and advising on updates (such as Trust Deed variations following the Trusts Act 2019), or creating new bespoke precedents for your firm
Planning trust review projects
How it looks in practice
All advisory and drafting services can be provided on a one-off basis at hourly rates, on a monthly retainer model to secure priority access to support, or on a fixed-fee basis for a particular project. You select the style and level of support that best fits your needs.
Benefits for you or your firm
Collaboration, not competition - I work alongside you and provide advice in the background, while you remain front and centre with your clients
Technical expertise, explained in plain English
Access to support when you need it, increasing efficiency and helping you keep matters in-house
Helping you identify options and risks
Strengthening the trust and estate planning services you can offer your clients
Advisory and drafting services ensure you have a trusted expert in your corner to call on as needed.
Interested in finding out more about these services?
Get in touch to arrange a call or initial strategy consultation to explore how I can best support you or your firm.