Estate Planning
Effective estate planning goes far beyond simple mirror wills. It ensures that your loved ones are cared for and your legacy is protected according to your wishes. This service is for anyone who wants to ensure their assets are distributed as intended and their family's future is secure.
What this involves
- Drafting comprehensive wills that reflect your specific circumstances and wishes
- Establishing trusts to protect and manage assets for beneficiaries
- Creating letters of wishes to guide trustees and executors
- Setting up Lasting Powers of Attorney (LPAs) for health and financial decisions
- Minimising tax burdens through strategic planning and structure
- Ensuring your wishes are documented clearly and legally enforceable
How it helps you
- Reduces the risk of disputes and confusion among beneficiaries
- Provides clarity and peace of mind about your legacy
- Helps minimise inheritance tax exposure on your estate
- Ensures your assets are distributed according to your wishes
- Protects vulnerable beneficiaries through appropriate trust structures
- Gives you control over how your wealth is managed and passed on
What to expect from the process
- Initial consultation: We discuss your circumstances, family structure, and objectives to understand your needs.
- Strategy development: We design a tailored estate plan that addresses your specific situation and goals.
- Document preparation: We draft all necessary documents, including wills, trusts, and LPAs, ensuring they reflect your wishes.
- Review and implementation: We review the plan with you, make any adjustments, and help you implement the recommendations.
Discuss Estate Planning with us
Request a call back to learn how we can help you create a comprehensive estate plan that protects your legacy.
Request a call back