Introductory Meeting with Trina
£30.00
Description
Book a one-to-one introductory meeting with Trina to discuss your private trust, estate, or equity structure. This 30-minute consultation provides an opportunity to explore your goals, clarify your current position, and identify the most effective legal instruments to support your intent.
During this session, you can:
- Outline your personal or family objectives for wealth protection and succession.
- Gain an overview of how a private trust operates under equity principles.
- Understand your options for structuring trusteeship, beneficiaries, and assets.
- Decide whether to proceed with trust drafting, extension, or restructuring.
The meeting can be held online or by phone. After your consultation, you’ll receive a tailored summary of the next recommended steps and an outline of any documents or information required should you wish to proceed with formal work.
Duration: 30 minutes
Format: Video or phone consultation
Ideal for: Individuals, trustees, or families seeking initial guidance on setting up, reviewing, or managing a private trust under equitable principles.
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