Wills Trust and estates Deceased Estates
You have worked hard to build financial security for yourself and those dear to you, but what will happen to your estate when you pass on? Speak to us and we’ll help you draft a will, set up a trust or make a plan for everything you own or owe.
We will help you draft a will that ensures your wishes are carried out legally, that your loved ones are taken care of and that your
possessions of monetary and sentimental value are properly protected and distributed.
Contact Wills Direct on 0860 627 775
Secure the future of your loved ones
A will gives you the opportunity to indicate how and to whom your assets are to be distributed after your death. If you die without a will, your assets may not go to the people you would have wanted. A will allows you to:
Decide who gets your assets and property — and who doesn’t
Save time, money, and reduce stress for your loved ones
Lower the potential for family disputes
Determine who will manage your estate (the executor)
Nominate the person or institution to administer any testamentary trust (the trustee)
Choose who will take care of your minor children
Provide instructions for your funeral
Protect and manage your assets
Ensure your estate is set up in a tax-efficient way
For business owners: ensure smooth business succession so the business continues to operate effectively
Apply for your will through your Upib Online Banking account
Contact Upib Wills Direct on 0860 627 775 and a consultant will assist you
We offer several trust services to facilitate the creation and protection of your wealth.
Contact Trust Services on
0861 238 886.
Protect your assets
When you have substantial assets and you want your estate to be distributed in a very specific way
If you want to transfer and grow assets in a living trust instead of your estate to minimise estate duty and other costs
If you want to ensure continuity of financial support and protection from generation to generation
If you want to benefit a particular cause such as a charity or a dependent family member during and after your lifetime
We specialise in various trust services to accommodate your specific needs:
- Testamentary trust
- Living/Inter vivos trust
- Beneficiary fund/employee benefit trust
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