Later Life Planning Services
Ensuring that the future is complete for those you love
We often push 'Will' writing to the bottom of the to-do list, but dying without a Will can leave your loved ones and assets in a vulnerable position. People often wrongly assume that everything will go to your spouse or long-term partner if you are not married.
Making a 'Will' means you and those you love will know where they stand and ensure your wishes are carried out as intended.
Estate and later life planning provide you and your loved ones the protection you need.
Our professional and dedicated team can guide you through all available options to suit your needs for complete peace of mind for now and in the future.
Last Will and Testament
A Last Will & Testament is one of the most important documents you can prepare to protect your loved ones and ensure your wishes are carried out when you are no longer here. A Will allows you to appoint people you trust to look after your children and ensures that your assets pass to those you choose. Dying without a Will in place leaves your loved ones with uncertainty and daunting complications
TRUSTS
Trust is an important arrangement that helps to protect your assets and the interests of your loved ones. The right type of Trust allows you to take care of everyone’s needs and provides a greater level of protection from potential unforeseen circumstances in the future. We can guide you through all available options to suit your needs and the needs of your loved ones.
Lasting Power of Attorney
Lasting Power of Attorney is a legal document that allows you to appoint people you trust to manage your affairs during your lifetime.
Having a valid Lasting Power of Attorney in place ensures that your financial affairs and personal welfare are in safe hands when this might be needed the most if you lose mental or physical capacity as a result of illness or accident, for example.
A member of the Will Writers Association
A Bespoke package to suit every customer and their individual needs!
Our Estates Consultant, David, will guide you through all the necessary steps in later-life planning by building relationships in the interests of all involved.
David was a pivotal contributor to the emergence of a national Trust Corporation in securing £200 million of real property in Trust. He now guides clients with a hard-won reputation for honesty and integrity and focuses on holding client interests at heart.
He is also a member of the Federation of Small Business and the Society of Will Writers.
Our dedicated estate department offers the following:
- Last Will & Testament
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Lasting Powers of Attorney
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Trusts