Management

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

How can Ellis Jones help?

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.