Trusts Built on Clarity
Trusts can help protect your assets, provide long-term security for your family, and reduce complications in the future. I’ll help you decide if a trust is right for your situation, explaining each option clearly so you can make informed choices with confidence.
Whether you’re safeguarding property, supporting loved ones or planning for tax efficiency, I make the process clear, structured and entirely personal.
Why Consider Setting Up a Trust
A trust allows you to set aside assets for the people you care about while controlling how and when they’re used. It can help protect your estate from unnecessary costs or claims, provide for family members responsibly, and give you greater peace of mind about the future.
Practical Guidance for Every Situation
There are many types of trusts — from family and property trusts to discretionary and lifetime structures. I’ll help you understand what’s appropriate for your goals, work with your other advisers if needed, and ensure your trust is written and registered correctly.
Experience You Can Rely On
Results Driven
250+
Clients Helped
Expert Advice
15+
Years Experience
Work Directly With Me
100%
Personal Service
Clear Communication
100%
Transparency
What’s Included in Your Trust Service
Every trust is handled personally and with care, ensuring it’s structured correctly, clearly explained, and aligned with your intentions for the future.
Initial Consultation
We begin with a clear discussion about your circumstances, assets and objectives, allowing me to understand whether a trust is appropriate and what you want it to achieve.
Choosing the Right Trust
I’ll explain the different trust options in plain English and help you select the structure that best supports your family, property or wider estate planning goals.
Drafting and Setup
Your trust is professionally drafted and set up in line with current legal requirements, with careful attention to detail at every stage.
Guidance for Trustees
I provide practical guidance to help trustees understand their responsibilities and carry out their role with confidence and clarity.
Review and Maintenance
As circumstances change, I offer ongoing support to review and update your trust, ensuring it continues to reflect your wishes over time.
How long does it take to set everything up?
Most services are completed within a few weeks, depending on what’s required and how quickly documents are reviewed and approved.
Do I need to prepare anything before our first meeting?
Not usually — I’ll guide you on anything helpful to have, but the first conversation is simply about understanding your situation and priorities.
Can you work alongside my financial advisor?
Yes, I regularly work with advisers and accountants to ensure your planning is joined-up and aligned with your wider financial picture.
What areas do you cover?
I provide estate planning services across the North West of England, with in-person appointments available locally. I’m based in Crosby and also work with clients remotely where appropriate.
Is there any obligation after the initial consultation?
No — the initial consultation is free and without obligation, giving you space to decide what’s right for you.
How much do your services cost?
Costs depend on the service you need, but pricing is always explained clearly upfront so there are no surprises.
This Firm complies with the Institute of Professional Willwriters Code of Practice. The Chartered Trading Standards Institute has approved the Code of the Institute of Professional Willwriters. Steve Lavelle Wills and Trusts is a trading style of SL Wealth Services Limited. Company No 16809157. Registered Office 9a Abbotsford Road, Crosby, Merseyside L23 6UX. Registered in England & Wales.
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