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Subject Topic: Trustee Account
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Personjsparkes201148
13/6/2023 at 1:37pm
 Location: Stockton on Tees
 Outfit: Lunar Clubman SB Kia Sorento View jsparkes201148's Profile View Profile   Reply to jsparkes201148 Reply   Quote jsparkes201148 Quote  
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Anyone had any experience of setting up a Trustee Account for an Adult ?
Solicitor told us to just ask our Bank, but Santander say it must be done through a solicitor.


PersonDot P
via mobile 13/6/2023 at 3:41pm
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Think you need a Trust Deed done through a Solicitor, then you can open the account yourself at bank.
(You can't set up the Trust Deed yourself).


PersonMick S.
13/6/2023 at 4:27pm
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I wouldnt be going back to solicitor A then, as he obviously doesnt know what hes doing!


Personjsparkes201148
15/6/2023 at 8:39am
 Location: Stockton on Tees
 Outfit: Lunar Clubman SB Kia Sorento View jsparkes201148's Profile View Profile   Reply to jsparkes201148 Reply   Quote jsparkes201148 Quote  
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Mick S
That solicitor is hopeless, she is handling my mother in laws estate and selling the bungalow.
She asks for information we have already given her and the process has been delayed because she didn’t ask for documents to be signed or she was on holiday.
My wife and family are still emotional over the loss and changing solicitor does not feel like an option.


PersonFiona W
via mobile 15/6/2023 at 12:43pm
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It’s a specialist topic. You need a specialist solicitor, who might even advise that it’s not suitable for the adult in question anyway.

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PersonDot P
via mobile 15/6/2023 at 1:27pm
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A solicitor who works in Probate would usually also do Trust Deeds.
Unless its exceptionally complicated you shouldn't need a specialist solicitor- it will just cost you a whole lot more.



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