With Safewill, all gifts left to underage beneficiaries are held by the executor on trust until they turn 18. Specifying a different age of inheritance, or creating a formal testamentary trust is more complicated than the platform allows for, and requires specialist advice by an estate planning lawyer.
You can obtain legal advice and bespoke drafting of your Will from our affiliate law firm Safewill Legal. One of their lawyers will have a call with you to understand your circumstances, review your Will and consider whether it is appropriate to include a testamentary trust in your Will. If you would like to move forward with this, you can select the Legal Advice add on at check out at a fixed fee of $199.
Please note that this fee does not include the preparation of a testamentary trust, which will be quoted separately by Safewill Legal after understanding your circumstances. However, if you do need a testamentary trust, the fee of $199 already paid will be credited toward the cost of preparing the trust in your Will.
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