The process is a simple one. Firstly you need to complete our online Application Form. When you have entered all the relevant details as requested in the form you need to submit the application by clicking the pay now button and make payment.
If you have any queries about any aspect of the form please do not hesitate in calling us on 0845 83 TRUST (0845 83 87878) or emailing us at firstname.lastname@example.org. If you would like one of our advisers to contact you please complete our online enquiry form.
Once your completed application form and payment have been confirmed, one of our Advisers (who will remain your dedicated point of contact throughout the process) will email you to confirm receipt of your form and payment. Your Adviser may also request further information from you while they construct your deed, every situation is different and we obviously want to make sure your deed is perfectly crafted for your purposes.
Within 2 working days (usually a lot faster) your Adviser will send you a draft deed (together with any Land Registry forms that your Adviser feels are necessary - Please see our FAQs) for your approval via email. Please read through the draft deed and any accompanying documents and make sure you are happy with their contents, if you have any queries please contact your Adviser who will be happy to explain any part of the deed or accompanying documentation you require further clarification on and to make any necessary amendments to the deed in accordance with your instructions.
Once you have approved the deed your Adviser will send you an engrossed (final) version of the deed via email and also a bound copy in the post. You will also receive final versions of any Land Registry forms and template letters that your Adviser has deemed necessary (You wil also receive full instructions on any action you need to take.)
Once you receive the deed you simply need to execute it by ensuring all parties to the deed sign it and have their signatures witnessed as well as dating the deed.
Please note that if you require changes to the deed at any stage prior to its execution please let your Adviser know and the necessary amendments will be incorporated into the deed. If for any reason your proposed amendments cannot be incorporated your Adviser will explain to you the reasons why (eg there may be a legal reason why one of your amendments cannot be included in the form you have specified, when this happens your Adviser will usually propose a suitable alternative to achieve your intentions).