Coming soon to Ai Wills

Lifetime Trusts, about to land in your Ai Wills platform

We are adding fully drafted Lifetime Trusts to the Ai Wills suite, so you can protect your clients' homes and savings without sending the work elsewhere. Same white label platform, same client ownership, same control of your pricing. Just a bigger, higher value offering.

Book a call about Trusts Or call 0808 531 0999

Launching Autumn 2026. Book a call now and we will get you trained and ready for day one.

  • Drafted by specialist trust practitioners
  • You set the price and keep the client
  • Training included before you sell
  • England and Wales
The trusts you will be able to offer

Two Lifetime Trusts, built for two very different estates

A Lifetime Trust is created while your client still has capacity, rather than waiting for a Will to take effect on death. That is what makes it such a strong conversation to have with homeowners who want certainty for the next generation.

Lifetime Trust

Standard Asset Trust

The everyday asset protection trust. Designed to shield your client's most valuable assets from sideways disinheritance, bankruptcy, divorce and creditors, while they are alive and after they have gone.

Drafted in around 5 working days

Why clients say yes

  • Your client keeps control of their assets throughout their lifetime
  • The home can still be sold and replaced inside the trust
  • Runs for 125 years and can be extended, so future generations stay protected
  • Can reduce the Inheritance Tax bill their descendants face
  • In most cases removes the need for probate on the property
  • Protects against remarriage and sideways disinheritance

Lifetime Trust

Family Asset Protection Trust Plus

The step up for larger estates. Where the total estate needs the Residence Nil Rate Band as well as the Nil Rate Band, the FAPT gives your client wider cover than a Standard Asset Trust.

Drafted in around 10 working days

Everything in the SAT, plus

  • Access to the Residence Nil Rate Band, an extra £175,000 transferable allowance
  • Built for clients with linear descendants, including step and foster children
  • Wider cover for estates above the Nil Rate Band
  • Higher value case, higher fee, same amount of your time
  • Technical support on hand for the complex cases
  • Full document review before anything reaches your client

Also coming

Trust Registration Service

Trusts have to be registered with HMRC, and it is the step advisers most often get caught out by. We will handle the registration for you so the trust is compliant from the start, and your client is never chasing you for it.

Also coming

Trustee Administration

Ongoing trustee support after the documents are signed, including the land registry work on any property going into trust. The part that usually eats your week, taken off your desk.

1

Fact find

You record your client's circumstances on a single fact find inside your Ai Wills account.

2

Send and verify

Submit the fact find with ID and proof of address for the settlors and trustees.

3

Drafted and checked

Specialist practitioners draft the trust and review it line by line against your instructions.

4

Back for approval

Documents come back to you for sign off, typically inside 5 to 10 working days.

Get on the list

Be ready to sell Trusts the day we go live

Book a 15 minute call and we will walk you through how Trusts will sit inside your Ai Wills platform, what the margins look like, and how we get your team trained before launch. Early partners get onboarded first.

Book my call 0808 531 0999
  • See the trust journey before anyone else
  • Set your own client pricing and keep the margin
  • Training on how to raise trusts with your existing clients
  • Technical helpline for complex cases
  • Sell into the client bank you already have
  • First access when the trust journey goes live

Trusts are drafted by our specialist trust partner and are subject to the laws of England and Wales. A trust is not right for every client, and suitability depends on individual circumstances, estate value and current legislation. Turnaround times are typical, not guaranteed. Nothing on this page is tax or legal advice. Questions? Talk to us.

© 2026 - AI Wills is a trading style of ‘Estate Assist Ltd' - Company Number: 14495587 - Registered in England & Wales. Registered Office Address: 10/12 Upper Dicconson Street, Greater Manchester, WN12AD head Office: Unity House, Westwood Business Park, Greater Manchester, WN3 4HE ICO Registration no ZB470272

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Unity House, Westwood Business Park, Greater Manchester, WN3 4HE

© 2026 - AI Wills is a trading style of ‘Estate Assist Ltd' - Company Number: 14495587 - Registered in England & Wales. Registered Office Address: 10/12 Upper Dicconson Street, Greater Manchester, WN12AD Head Office: Unity House, Westwood Business Park, Greater Manchester, WN3 4HE ICO Registration No: ZB470272