Being a trustee is an onerous task which often requires individuals to commit a lot of their own time.

We specialise in providing ongoing advice and administrative support to trusts. Our close links with other local professionals means that we can co-ordinate the bigger picture for trusts of all sizes.

We currently manage the running of a significant portfolio of trusts ranging in complexity from legacy trusts for grandchildren and minor beneficiaries to charitable trusts and multi-million pound personal injury trusts.

We can support trustees by corresponding with beneficiaries and other professionals, arranging trustee meetings and actively managing distributions from trusts to provide a rounded service for the assurance of trustees.

Our experienced trust administration lawyers can assist with many of the routine aspects of managing a trust including:

  • arranging trustee meetings
  • liaising with financial advisors and accountants
  • reviewing investment performance
  • management of trust properties
  • preparing trust documentation (minutes, resolutions, deeds)
  • deeds of Appointment and Retirement of Trustees
  • safe storage of trust deeds
  • liaising with beneficiaries
  • arranging distributions

Every trust has different requirements; therefore, our trust administration lawyers offer a personal service which can be tailored to the requirements of your trust.

Here to help

Our specialist teams can provide full service legal advice and assistance, providing practical and cost-effective solutions.

Our offices

302 Charminster Road Bournemouth Dorset BH8 9RU
01202 525333 Contact
Office 320 107 – 111 Fleet Street London EC4A 2AB
02039 784720 Contact
14a Haven RoadCanford Cliffs, Poole Dorset BH13 7LP
01202 709898 Contact
Monmouth Court Southampton Road, Ringwood Hampshire BH24 1HE
01425 484848 Contact
55 High Street Swanage Dorset BH19 2LT
01929 422233 Contact
39a East Street Wimborne Dorset BH21 1DX
01202 057676 Contact