Does a member of your family have a disability, health condition or additional need which means they qualify for welfare benefits and/or social care?

If this is the case the Advice Team can help you create a will with a trust included. This will ensure any money or property you leave them when you pass away will not make them ineligible for means-tested benefits or social services funded services or direct payments.

If you do not include a trust within your will and you leave money or property to them, either in a simple will or by passing away without a will, the person with a disability will lose entitlement to means-tested welfare benefits – e.g. employment and support allowance, incapacity benefit, severe disablement allowance, income support etc. They will also have to pay for their own care. This applies until their inheritance is down to just £6,000 for welfare benefits and £23,250 for social care.  It is therefore quite possible that out of the money that is left for the family member they will only be left with £6-23,250 no matter how much more is left for them.

Our advice service is able to prevent this from happening and the team has a trained, qualified will writer who is a member of the Institute of Professional Will Writers, who can write a will with a trust within it, especially for families of disabled people.

The benefit of using the charity’s service is that our fee for writing a will with a trust in it is approximately the same as other will writers would charge for a basic will without a trust.

Find out more here.

Further information…

Get in touch…

0300 330 5514 (calls charged at the local rate)

Monday to Friday, 9.30am – 1.30pm (information and appointment line)

Where is our Advice Team…


Unit C, Acorn Business Park, Ling Road, Poole BH12 4NZ


Jewell Academy Bournemouth, Jewell Road, Townsend, BournemouthBH8 0LT

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