Protective Property Trusts

The Home Protection Plan is designed for homeowners—whether single or couples—usually living alone, to protect the home from being used to cover care fees and gain other benefits.


This strategy involves transferring the home into a trust. The settlor (the donor/former homeowner) becomes a beneficiary, retaining full rights to live in the home for life or as long as needed, with guaranteed security of tenure.


Although the trust owns the home, flexibility remains. The settlor can move to another property, maintaining the same rights. It’s advised that your home insurance provider is informed the property is held in trust.


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Probate & Estate Administration

We offer full or limited estate administration services, acting as Trustees or Executors.

Services include:

  • Obtaining the Grant of Probate or Letters of Administration.

  • Completing HMRC forms and returns.

  • Reviewing the Will or rules of intestacy.

  • Managing or selling property.

  • Discharging debts and distributing assets to beneficiaries.

    Note: We do not provide legal services or mediate disputes.

We offer fixed fees with no upfront payment, giving you an independent partner to relieve the administrative burden of handling estates.


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FAQs

Answers to Your Key Questions on Estate Planning and Probate

What exactly does probate mean

Probate is the legal process to validate a will and oversee asset distribution after death.

How long does the probate process usually take?

The duration varies, typically between a few months to over a year, depending on the estate's complexity and local laws.

Is it necessary to have a will, and what happens if someone dies without one

Having a will is highly recommended as it directs the distribution of your assets upon death. If someone dies intestate (without a will), their assets are distributed according to UK laws, which might not align with their personal wishes.

What are the advantages of setting up a trust?

Setting up a trust can avoid probate, provide for minors, protect estate assets from creditors, and reduce estate taxes.

Can Crown Trustees assist if theres a dispute over an estate

Yes, we provide support in estate disputes and litigation, helping resolve conflicts and represent your interests

How can I prepare for a consultation with an estate planner?

Gather all relevant documents like property deeds, existing wills, insurance policies, and consider your estate planning goals.