---
title: How to Create a Discretionary Trust in Sure Will Writer
description: "#### Introduction If you're interested in creating a discretionary trust within Sure Will Writer, this quick guide is designed to walk you through the steps. #### Prerequisites - Make sure you're logged into Sure Will Writer. - Have the case…"
url: "https://www.surewillwriter.com/help/create-discretionary-trust/"
updated: "2023-11-22"
category: Drafting
tags:
  - trusts
  - wills
---

# How to Create a Discretionary Trust in Sure Will Writer

#### Introduction

If you're interested in creating a discretionary trust within Sure Will Writer, this quick guide is designed to walk you through the steps.

#### Prerequisites

- Make sure you're logged into Sure Will Writer.
- Have the case open where you wish to create a discretionary trust.

#### Step-by-Step Instructions

- Navigate to 'Gifts of Money' Tab
  - Access the questionnaire and select the 'Gifts of Money' tab. Answer 'Yes' to the first question and click the 'Add Monetary Gift' button. (Note: While this example uses monetary gifts, the steps are applicable to any type of gift or trust.)
- Complete the Monetary Gift Details
  - Fill out the subsequent questions as per the requirements of the trust you're setting up.
- Add Gift Beneficiaries
  - Under the gift distribution section, click on the 'Add Gift Beneficiaries' button and select 'Discretionary Trust' from the options.
- Add a New Recipient
  - To finalise the creation of the discretionary trust, click on the 'Add a New Recipient' button and follow the instructions in the pop-up menu.

For any further questions or assistance, you can reach our support team at technicals@willwriters.com