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Help Centre

Help and Support

We try to make what we do as simple as possible but we know it can still feel a bit overwhelming with legal terms, paperwork and processes that are not familiar to you. We have put together some common questions and answers which will hopefully help.

How Much Help

It only takes a few minutes to complete our simple, free to use, yes/no questionnaires; designed to help you decide for yourself how much professional help you may need with any of our services.

*You will be directed to the How Much Help website to complete the questionnaire

Contact Us

If you’re still not sure about something, please contact us, and we will be happy to go through anything with you in more detail.

My Account

How do I update my details?

It’s really simple to update your details. All you need to do is go to the My Details page and update your name, address, contact numbers and email address. Don’t forget to press the Update Details button once you have finished.

How do I update my Authorised People?

It’s really simple to update your Authorised People. All you need to do is go to the My Details page, where you will find the Authorised People section. Update the details for either Person One, Person Two or both and press the Submit Button

How do I reset my password?

For your security, it is a good idea to reset your password from time to time. Follow the instructions on the Reset Password page to change it.

Once you have completed the form, you will receive an email to confirm your password has been reset.

What do I do if I am 'unable to save' changes?

Oops, it looks like something may have gone wrong. Please log out of your account, then log back in and try and make the changes again.

If you are still having problems, please contact us here and we will be happy to help or make the changes for you.

What is the Contact Preference Centre

We know what it’s like to be bombarded with marketing emails and calls. We know how annoying it is to sign up for one thing and get emails about something else entirely. Not only that but your privacy is important to us.

The Contact Preference Centre allows you to tell us how you would like to be contacted and by whom. Select your preferences and then press the relevant Update button.

For more information about how we protect, store and use your information please visit our Privacy Policy, here.

How do I nominate someone for a WOW! Award?

Has one of our team made you think WOW! what great service. If so why not give them a WOW! Award? It only takes a minute or so and the feedback you provide is invaluable. You can nominate someone, here.

What if I have some feedback about the website?

We absolutely love to hear from you; feedback allows us to praise those involved in the good parts, and work on the parts which need improving. If you can spare a few minutes, please fill in our Customer Feedback form, here.

What if I have a complaint?

We are happy to try and resolve any issues you may have. Firstly, please take a look at our Customer Care Mandate which details our promise to you as a customer.

Where can I find your Terms and Conditions, Privacy Policy and Cookie Policy?

Please follow the links below;

How do I close my account?

If you would like to close your account, please Contact Us and we will go through the process with you.

My Services

What happens if I cannot see one of my services listed?

If you can’t see a service or the service listed isn’t as you thought, simply contact us and we will be happy to look into the situation for you.

If possible, please have your Reference Number or details to hand when you contact us.

I'm not sure what one of my services entitles me to?

When you first took out your services you should have received details of what you are entitled to. Don’t worry if you have mislaid these details or if you would like some more information, contact us and we will go through your services with you.

I would like to discuss my payments?

Whether you paid for your services by reccuring, or one-off payments, we are always on hand to dicuss the details with you.

For reccuring payments, please let us know as soon as possible if you change your bank or you would like the payments to come out of another account.

For all finance related queries you can contact us by emailing finance@trustinheritance.com or ringing 01934 422 991.

Wills

10 Reasons To Make A Will
  1. A Will puts you in control. You choose who will benefit from your estate and how much they are entitled to. Dying without a valid Will means that your possessions will be distributed according to the law of intestacy, which are a complicated set of rules dating back to 1925.
  2. In your Will you can appoint a guardian to look after your children if they are under 18. Without an effective guardian appointment, it would mean that your children could end up in the care of Social Services whilst the Court decides who should look after your children.
  3. You appoint people you trust and who you know will be capable of administering your estate to act as your executors.
  4. It is far quicker and cheaper to administer an estate where there is a Will than without one. Where there is no Will and as such no executor appointment then your next of kin will become administrators and will be responsible for your estate, these could well be people you would not have wanted.
  5. It is a common belief that husbands and wives (or civil partners) are automatically entitled to inherit everything, this is not the case. If you die without a Will then the rules of intestacy dictates how much your spouse is entitled to.
  6. If you do not make a Will and you are not married, then under the intestacy rules your partner is not entitled to anything from your estate. These rules do not take into account modern living arrangements or extended families.
  7. A properly drafted Will can help minimise the amount of Inheritance Tax paid as well as other future liabilities.
  8. You may want to prevent certain family members from benefitting from your estate and this can only be achieved by writing a Will.
  9. You may wish to leave gifts to friends, charities or other family members who might not otherwise be entitled under the rules of intestacy.
  10. By planning ahead and writing your Will, you will have the peace of mind knowing that when the time comes you’ll have done all you can to make life as easy as possible for those you have left behind.
How do I update my Will?

To find out how to update your Will click, here.

How do I sign my Will?

To find out how to sign your Will click, here.

What about storing a Will?

To find out more about storing your Will click, here.

What is the National Will Register?

For more information on the National Will Register click, here.

How do I retrieve a Will?

To find out more about retrieving your, or someone else’s Will click, here.

Alternatively, you can skip straight to the online Document Retrieval form.

One of our Customer Care Managers will be in touch shortly after receiving the completed form to go through the next step.

How do I revoke a Will?

To find out more about revoking a Will click, here.

How do I contest a Will?

For more information about contesting a Will click, here.

Protective Will Trusts

What is a Will Trust?

A Will Trust means that you leave your cash, property and processions (your assets) to people you trust (your trustees), who look after them for the people you choose to inherit (your beneficiaries). This means that your beneficiaries can benefit from your estate without actually owning the assets themselves.

For more information visit our Will Trusts page.

Who are Trustees and Beneficiaries?

To find out more about who Trustees and Beneficiaries are click here.

Why have a Will Trust?

For some examples of why you may need a Will trust click, here.

Are there different types of Will Trusts?

There are four common types of Will Trusts. To find out more about each type click, here.

Can I protect my property with a Will Trust?

Protecting your property with a Trust can be quite complex. For more information click, here. Alternatively, why not have a review with one of our trained advisers who will be able to go through your circumstance and discuss whether a Trust is needed or not.

If you would like a review, please contact us and we will book an appointment for you.

Are there any disadvantages of having a Will Trust?

When planning a Will, it is important to understand fully the implications of leaving property in trust and be aware of the inherent disadvantages and risks involved. Click here for more information.

Bereavement

What to do when someone has just died?

We have a wealth of information on our website; for an overview of the bereavement process, and a few free tools, view the 10 Steps of Dealing with a Bereavement here.

If you would like professional help but not sure how much you need, try our Help You Decide page to start with. Alternatively, if you want more in-depth advice and guidance, have a look at the other services available to you here.

If you prefer, you can also go through your options with an Bereavement Adviser by contacting us by email, telephone or Chat with us Live.

What is Probate?

When a person dies, someone has to deal with the affairs of that person. This could be someone who is either named in the Will (as an Executor) or is the next of kin, if there is no valid Will.

They are legally responsible for collecting in all the money, paying any debts and correctly distributing the estate to those people entitled; the beneficiaries. This whole process is called Estate Administration and part of the process may involve having to apply for ‘Probate’.

Probate is the process of obtaining a legal document from the Probate Registry to prove you have authority to deal with the estate.

A Grant of Representation (also known as Grant of Probate or Grant of Confirmation) is the official court-sealed document issued by the Probate Registry that includes a copy of the deceased’s Will. It is called a Grant of Letters of Administration if there is no Will, but the document serves the same purpose.

Do I need Probate?

It depends on the situation of the deceased whether Probate is needed or not.

For example, you usually need Probate if the person who has died had property such as a flat or a house. You may not need Probate if:

  • The person who died owned only cash (bank notes and coins) and personal possessions such as a car, furniture, and jewellery.All property is owned jointly; in most cases this property automatically becomes wholly owned by the other owner
  • The deceased person had a joint bank account
  • The property and possessions of the deceased, when valued, is quite small
  • The person who has died is insolvent or it is discovered there is not enough money to pay all the debts, taxes and expenses
  • The deceased person did not have any high value bank accounts, certain life insurance policies, premium bonds, pension benefits and did not have any property only in their name

For more information about whether Probate is needed or not, please speak to one of our specialist Bereavement Advisers, who will be able to go through this in more detail.

What do Executors or Administrators do?

It can be a intimidating prospect for any Executor or Administrator, whether you have had previous experience of dealing with an estate or if it’s your first time. We are on hand to support you or your loved ones.

  • Along with loved ones, they may have to deal with the practical tasks when someone dies, like securing property or looking after pets
  • If there is a Will, they locate the latest copy
  • They make sure that the wishes of the person who has died are carried out correctly
  • They look after any assets (property and possessions), for example make sure a property is insured if left empty
  • They are duty-bound by the Court and the beneficiaries, and must act with their best interests in mind
  • They are personally liable for making sure the estate is processed correctly and separately from their own affairs
  • They need to keep clear records of accounts, money paid in, and paid out of the estate
  • They need to liaise with many different organisations to wind up the estate
Do I have to act as an Executor, when I have been appointed in someone’s Will?

There is no initial legal obligation upon you to act as Executor. However, you need to make the decision to take on the role in the early stages to avoid intermeddling (carrying out tasks that only an Executor should do).

If you have not intermeddled you have the option to appoint someone else to act on your behalf as the named Executor. This may be a specialist Bereavement company, like ourselves or a solicitor. They will ask you to sign a renunciation form at the outset.

If you have already started carrying out the tasks of an Executor, you can still obtain help. We have a number of services which will support you throughout the Administration process. You can find out more about what we do, here.

I need more help?

If you want to find out more about the whole bereavement process, our free to use 10 Steps Of Dealing With A Bereavement is a great tool to help families, Executors and Administrators. It gives you an overview of the process, from the immediate steps to take, to distributing the property or possessions of the deceased.

Try it now by clicking here.

Lasting Power of Attorney

Signing A Lasting Power of Attorney

Coming Soon… Check back again for more information.

Storage / Family & Friends Vault

Storage / Family & Friends Vault

Coming Soon…Check back again for more information.

Digital Estate Plan

Digital Estate Plan

Coming Soon…Check back again for more information.

Expert self-help videos

Ergsy, one of our Trust Partners, is developing the world’s largest, free, online library of self-help videos, by quickly directing users to helpful information on a range of subjects.

They are syndicated with the NHS to ensure the medical accuracy of each health video, whilst all others have been pre-vetted by a professional in the respective field.

Ergsy is on a journey to inform, and introduce users with questions relating to specific sectors, to professionals with expertise in those areas.

*You will be directed to Ergsy’s website

Get in Touch

Have a question? Need some help? We are happy to go through any queries you may have. Call, email, or CHAT with us LIVE online using the link in the bottom right of the screen for an instant response.

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If you are unsure about anything at all, do not hesitate to get in touch.