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Creation – The DTR is included in your Will. You decide who the trustees and potential beneficiaries will be.
Activation – The trust is activated on your death (or sometimes on the death of the second person, depending on how the Will is drafted).
Residue passes into trust – Once specific gifts, debts and taxes are dealt with, the remaining estate (‘residue’) is transferred into the DTR.
Trustees take control – Your chosen trustees manage the trust in line with the letter of wishes you leave. They decide how and when funds are distributed to beneficiaries.
Ongoing management – The trust can continue for up to 125 years, giving flexibility to support multiple generations.
A Will must be stored safely to ensure it can be legally verified after your passing. If the document cannot be found or is damaged your wishes may not be honoured. With this your estate may default to the Intestacy Rules causing stress and potential financial loss for your family.
With Jubilee your Will and essential documents are stored in your own designated, secure storage space giving you complete confidence that everything is protected and immediately accessible when needed.
“John and Susan had both been married before and had children from previous relationships. Their Wills directed that, on the first death, the estate would pass into a Discretionary Trust of Residue. This allowed the survivor to benefit during their lifetime but ultimately ensured that each side’s children received their intended inheritance. The trust structure provided flexibility and control, avoiding unintended disinheritance if the survivor remarried.”
