Lifetime Trust Drafting for Estate Planners &
Legal Professionals

White-label, PI-insured legal drafting for professionals who value clarity, compliance, and dependable turnaround times.

At Sampson Lyon Legal Services, we specialise in drafting Lifetime Trusts and legal related documents for Will Writers, Estate Planners, and Financial Advisers across the UK.
Our service is discreet, compliant, and fully white-label — so your clients stay your clients, while you benefit from our legal expertise and efficient turnaround.


Your Expert Drafting Partner

We work exclusively with estate planning professionals, providing a seamless drafting service that integrates into your existing client process.
You maintain the client relationship — we deliver compliant, plain-English legal documents tailored to your instructions.
Our focus is on accuracy, practicality, and professional presentation — allowing you to enhance your service offering without adding internal workload. 

Our Services

Professionally drafted legal documents designed to protect assets, uphold compliance, and support long-term client planning.
Lifetime Discretionary & Family Trusts

Flexible trusts designed to safeguard wealth and maintain control over how it’s distributed.


Training and Development
Property Protection Trusts

Structures that secure property interests and manage survivorship outcomes.

Market Research
Pilot & Bank Account Trusts

Effective solutions for inheritance tax-efficient gifting with continued control.


Brain Training
Training

Supporting documents including appointments, assignments, trustee resolutions, and letters of wishes.

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How It Works...

A simple, transparent process designed for busy professionals.

Send your instructions
Use our checklist or your own. We confirm the scope and fee upfront.

Drafting & review
Each trust is drafted, peer-reviewed, and checked for compliance.

White-label delivery
You receive version-controlled Word and PDF documents, branded for your firm.

Aftercare
Technical support for amendments, signing guidance, and trustee queries.


A professional and transparent legal service, you wish you had found years ago


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Why Professional Firms Choose Sampson Lyon

Trusted by Will Writers and Estate Planners nationwide for accuracy, speed, and partnership.

• White-label documents with your branding
• Fixed, transparent fees
• 2–5 day standard turnaround
• 48-hour priority drafting available
• PI-insured service
• Ongoing technical support

We act as your in-house drafting team — without the overhead.

Clear, Fixed-Fee Pricing

Simple pricing that keeps your costs predictable. Our per-deed fees include full drafting, review, and delivery — with no hidden extras.


Core Trust Drafting – £800 per deed
Standard turnaround with all quality assurances included.


Priority (48-Hour) Service – £995 per deed
For urgent client needs with direct drafter contact.


Volume Bundles – Custom pricing
Preferential rates for firms with regular drafting instructions. 

Compliance & Quality Assurance

Every trust is drafted in line with current UK legislation and professional body guidance.

• PI-insured drafting
• Version-controlled Word & PDF documents
• Plain-English language throughout
• Aligned with Society of Will Writers (SWW), Institute of Professional Will Writers (IPW) standards and BEST Foundation
• Comprehensive signing and trustee guidance included 

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What Our Partners Say

Every trust is drafted in line with current UK legislation and professional body guidance. Want to hear what our clients are saying...  

“Reliable, clear drafting that makes client sign-off straightforward.
The white-label finish looks superb.” 
Simon, Estate Planner, Swindon

“Fast turnaround and pragmatic guidance.
Exactly what we need when matters are time-sensitive.”
 
David, Will Writer, Newbury

“They feel like part of our team.
Documents are written in plain-English without losing rigour.”
 
James, Financial Adviser, Didcot


We don't just deliver a service,
we initiate transformation


Frequently Asked Questions

What types of trusts do you draft?
We specialise in Lifetime Trusts, including Discretionary, Property Protection, and Gift & Loan Trusts, plus all supporting deeds.

How long does it take?
Our standard turnaround is 2–5 working days, with a 48-hour priority option for urgent matters.

Are your documents white-labelled?
Yes — your firm’s name and branding appear throughout, and all client communication remains under your control.

How do you ensure compliance?
Each draft is reviewed for accuracy, legislative alignment, and professional body guidance by a solicitor and a Barrister specialising in the preparation of such documents. . All documents are version-controlled and PI-insured.

How do I start a matter?
Simply email your instructions or use our template form. We’ll confirm the fee, scope, and turnaround within one working day.

Suezanne King

Suezanne King is a highly experienced solicitor providing focused, personal legal support across property, private client, and litigation matters. Since qualifying in 2011, she has advised a wide range of clients — from developers and investors to families navigating sensitive disputes.

With over a decade of experience, Suezanne has worked on everything from property developments and contentious probate cases to complex trust structures and major group litigation, including civil actions following the Grenfell Tower disaster. She brings clarity, structure, and strategic insight to help clients protect their assets, relationships, and future. All legal work is delivered through regulated firms Suezanne consults with, combining personal attention with full legal protection. Her approach is grounded in listening — understanding what truly matters to each client, whether that’s keeping a project on track, preserving family wealth, resolving conflict constructively, or achieving fair outcomes in separation.

As a mother of two, including one child with additional needs, Suezanne’s empathy and practicality shine through her work. She also mentors law students and junior lawyers, reflecting her commitment to a more thoughtful, accessible profession. Clients describe her as reassuring, proactive, and solution-focused — someone who provides clear next steps and anticipates challenges before they arise.

Andrew Brakenbury

Andy brings over 30 years of senior leadership experience within SMEs, where his focus has consistently been on driving growth, improving efficiency, and fostering meaningful client relationships.

Having worked across a variety of sectors, he has seen first-hand that long-term success in any business — especially estate planning — comes down to trust, communication, and genuine care for the client’s needs. Andy believes that estate planning is about far more than drafting documents or managing transactions. It’s about understanding people — their families, their priorities, and the legacy they want to leave behind.

He’s passionate about helping clients make informed decisions by building open, trusted relationships where conversations flow easily, and complex ideas are made clear. In a field where small details can make a significant difference to the protection of a family’s assets, Andy ensures that every client experience is rooted in clarity, transparency, and confidence.

His belief that communication is key underpins Sampson Lyon’s client-first approach: ensuring families feel supported, understood, and reassured at every stage of their planning journey.


We put our clients at the heart
of everything we do


Start the no obligation process today!

Complete the following in as much detail as possible. One of our trusted advisors will then contact you to discuss your clients’ requirements.
Please Note: Any information submitted here will remain be given to any 3rd party and will remain within the Sampson Lyon organisation

Our Contact Details

Cotswold Office

+44 (0)1452 601190

London Office

+44 (0)203 985 3050

Email

info@sampsonlyon.co.uk


White-label Lifetime Trust Drafting for Estate Planners & Legal Professionals across the UK.
Compliant, PI-insured, and delivered with care. 


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