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A will is a legal document that states how your assets should be distributed after your death. It only takes effect after you pass away and usually requires probate.

A trust is a legal arrangement where assets are managed by trustees for beneficiaries. It can take effect during your lifetime or after death and in some cases can probate.

Once a grant of probate has been issued the Will becomes public and anyone can request a copy.

It is possible to challenge a Will. Even after probate; although it is advisable to file a claim promptly.

A trustee manages assets like land or money that is kept in a ‘Trust’. The trust protects these assets and ensures they’re used according to the wishes of the person who created the trust; known as the ‘settlor’.

We offer a secure storage service via Soteria Planning, some banks offer storage, probate services, at home, some solicitors offer a service. It is important to talk this through with a Soteria team member in our advice.

Yes and No. This is one to talk to a Soteria Adviser about as it can be a complex answer.

Yes, you can change a Will and you might need to make alterations throughout life to keep the Will valid and relevant. We also offer an annual review to all our clients.