Our Services
Professional Estate Planning Services
Clear, expert guidance on Wills, Trusts and Lasting Powers of Attorney. Everything explained in plain English.
Single Wills
A clear record of your wishes
A professionally written Will sets out what you would like to happen to your estate — your home, savings, investments and personal belongings. It also allows you to appoint executors and, if relevant, name guardians for children under 18.
Who is this for?
Anyone who wants to make their wishes clear, whatever their age, family situation or estate size.
What's included
- Detailed consultation to understand your wishes
- Professionally drafted Will document
- Guidance on executors and guardians
- Secure storage advice
Mirror Wills
Matching Wills for couples
Mirror Wills are matching documents for couples — married, in a civil partnership, or living together. They typically reflect shared wishes while keeping each person's Will as a separate, individual document.
Who is this for?
Couples who share similar wishes and want matching estate planning arrangements.
What's included
- Joint consultation for both partners
- Two individually drafted Will documents
- Coordinated approach to beneficiaries and executors
- Guidance on what happens if circumstances change
Trusts
Flexible protection for your assets
A trust is an arrangement where assets are held by trustees for the benefit of chosen people. Trusts can help protect assets, provide for beneficiaries at the right time, and offer flexibility in how your estate is managed.
Who is this for?
People who want to protect assets for children, manage inheritance timing, or plan for specific circumstances.
What's included
- Assessment of your trust needs
- Clear explanation of trust options
- Professionally drafted trust documentation
- Guidance on appointing suitable trustees
Property Protection Trust
Safeguarding your home for the next generation
Often called a property trust or living trust, a Property Protection Trust is a way of protecting your share of the family home so it can be passed on to the people you choose. For couples who own their home as tenants in common, each person’s share can be placed into a trust so that, when one partner passes away, the survivor keeps the right to live in the home for the rest of their life — while that share is preserved for children or other loved ones.
Who is this for?
Homeowners — particularly couples and blended families — who want to make sure their share of the home ultimately reaches their chosen beneficiaries, and to guard against “sideways disinheritance” if a surviving partner later remarries.
What's included
- A relaxed conversation to understand your home ownership and wishes
- Clear, plain-English explanation of how a property trust works and whether it suits you
- Guidance on holding your property as tenants in common where appropriate
- Professionally drafted trust arrangements and guidance on choosing trustees
- Honest advice on how care-cost assessments and tax may apply to your situation
Lasting Powers of Attorney
Choose who speaks for you
A Lasting Power of Attorney lets you choose trusted people to help make decisions about your finances or your health and welfare if you are unable to make them yourself. There are two types — Property and Financial Affairs, and Health and Welfare.
Who is this for?
Anyone who wants to plan ahead and choose who would help with important decisions if needed.
What's included
- Explanation of both LPA types
- Guidance on choosing attorneys
- Professionally prepared LPA documents
- Registration with the Office of the Public Guardian
Will Reviews
Keep your wishes up to date
Life changes — and your Will should keep pace. A professional Will review checks that your existing arrangements still reflect your current wishes, family situation and circumstances.
Who is this for?
Anyone with an existing Will who has experienced a life change, or who has not reviewed their Will in the past three to five years.
What's included
- Review of your current Will
- Assessment against your current circumstances
- Clear recommendations for any updates
- Guidance on making changes correctly