A Testamentary Trust is written into your will. When you pass away and probate is granted, the trust activates — and instead of your estate being distributed all at once, we manage and release it gradually, exactly as you instructed.
We don’t just hand over the money. We manage it responsibly over time — in line with your wishes.
Your family receives ongoing support — monthly, annually, or milestone-based — not a one-time payout.
No family member is put in the difficult position of managing the estate. We handle it independently and fairly.
How does it work ?
We work with you to include the trust structure within your will and appoint Pavilion Prime Trustee as the Executor & Trustee.
After you pass, your Executor applies for a Grant of Probate from court.
Once probate is granted, the Executor transfers the assets to PPT.
We manage and pay out to beneficiary(ies) strictly as your Will instructs.
What assets can be placed into this trust?
Savings & current
Who is it suitable for?
You might need this if you are…
You want your children or dependants to receive support over time — not a large sum they may not know how to handle.
Multiple beneficiaries, step-children, or dependants with different needs — a structured trust keeps everything fair and clear.
Not just a payout, but an ongoing source of support for the people you love.
Frequently Asked Questions
No — and it’s important to be clear on this. Because it’s created through a will, probate is required before the trust can be activated. Once probate is granted, we take over and manage the estate from there.
Yes. You can update your will at any time while you have mental capacity — which updates the Testamentary Trust along with it. Once you’ve passed, the terms are fixed.
Probate timelines vary. In the meantime, the estate remains under the executor’s care. Once probate is granted, we step in promptly.
Yes. Your Trust Deed can specify different amounts and timelines for different beneficiaries — including a surviving spouse, children, or dependants with special needs.
A Testamentary Trust can be structured to last for a defined period or until specific conditions are met — such as a child reaching adulthood or completing their education.
Make sure your legacy is managed — not just inherited.
Trusted by families. Built for the future.