Estate Planning Services

Wills

Your Will is the most important legal document you’ll ever make. We help to ensure that your wishes are carried out and that your assets pass to who you choose at the right time.

A Lasting Power of Attorney is a document in which you can appoint people you choose to make decisions for you in the event that you can’t make them.

A Trust is like a safety deposit box. It enables you to protect or ring fence assets for the benefit of specific beneficiaries. There are lots of different types of trust.

LPA - Helen Lord

Administering an estate after a loved one has passed away can be a challenging time, especially when someone is grieving. We support and give assistance when it’s needed the most.

  1. Protect those you love.
  2. Avoid intestacy.
  3. Appoint guardians for minor children.
  4. Ensure your assets pass to those you choose.
  5. Exclude people from benefiting from your estate.
  6. Appoint trustees and executors.
  7. Mitigate any tax payable.
  8. Make provision for unmarried partners.
  9. You’ve received an inheritance and want to protect it.
  10. Make provision for vulnerable or disabled beneficiaries.
  11. Help to ensure that someone who has a dependency or addiction to drugs or who is a gambler can’t squander assets but make provision for them.

Who can make a Will?

Anyone over the age of 18 can make a Will. You simply need mental capacity to understand the nature of writing one.

Many people often mistakenly believe that you only need a Will if you have assets or money to leave behind. This isn’t the case. As you will have read above, there are lots of reasons to write a Will.