Comprehensive Estate Planning Services for Peace of Mind

Estate planning is the foundation of your family’s future.

We provide expert professional advice and guidance to our clients and help them to protect their assets and businesses for their family through our Wills and Power of Attorney services.

Every family is different and as every estate is unique we will create a plan that works for you and what you want to achieve.

Today is the opportunity to plan for the tomorrow you want.  Please contact us and let us work on your future together.

A Will is a legal document that allows you to specify how you would like your assets to be distributed after your death. It can also be used to appoint guardians for minor children and to name an executor to manage the distribution of your assets. Without a Will, your assets will be distributed according to the laws of intestacy, which may not be in accordance with your wishes.

Creating a Will can be important in protecting your family and loved ones after your death. It can help to ensure that your assets are distributed according to your wishes rather than being left to chance. A Will can also help to avoid conflict and reduce the risk of challenges being made to the distribution of your assets.

We will walk you through every aspect of writing your Will to ensure your wishes are completely fulfilled.  We will arrange to meet with you to discuss and explain all the relevant issues, prepare the Will, arrange for the Will to be signed and witnessed, and then provide a copy for you.

We are full members of and regulated by the Society of Will Writers. You can find more about the Society of Willwriters here.

A ‘Lasting Power of Attorney’ (LPA) is a legal document that lets you appoint someone you trust to make decisions on your behalf in the event that you become unable to make decisions for yourself.

The person who makes the LPA is known as the ‘donor’ and the person given the power to make decisions is known as the ‘attorney’.

There are two different types of LPA:

• Property and Financial Affairs covers decisions about money and property
• Health and Welfare covers decisions about health and personal welfare

Allows you to appoint someone to manage your property and financial affairs. This can be used while you still have mental capacity or you can state that you only want it to come into force if you lose capacity and can cover things such as:

• buying and selling property
• paying the mortgage
• investing money
• paying bills
• arranging repairs to the property

You can restrict the types of decisions your attorney can make, or let them make all decisions on your behalf.

If you’re setting up an LPA for Property and Financial Affairs, your attorney must keep accounts and make sure their money is kept separate from yours. You can ask for regular details of how much is spent and how much money you have. These details can be sent to your solicitor or a family member if you lose mental capacity. This offers an extra layer of protection.

Allows you to appoint someone to make decisions about your personal welfare and healthcare.  This covers health and care decisions and can only be used once you have lost mental capacity. An attorney can generally make decisions about things such as:

• where you should live
• your medical care
• what you should eat
• who you should have contact with
• what kind of social activities you should take part in.

You can also give special permission for your attorney to make decisions about life-saving treatment.

Our fee includes meeting with you to discuss and explain the relevant issues, preparing and, where possible, certifying the LPA.  We can also arrange for the LPA to be signed and witnessed and carry out all the necessary Court applications/notifications up to and including the final registration of the LPA.

For more information about our services or to arrange a consultation, please contact us by telephone, email, or by completing the callback form.