Discover the importance of creating a Will and how it can help protect your assets and provide for your loved ones.

A power of attorney ensures that someone you trust can act on your behalf when you’re unable to do so.

Trusts are not just for the wealthy; they can benefit anyone who wants better control.

A guardianship clause in your Will is crucial because informal arrangements are not legally enforceable. Ensure your children will be cared for by someone you trust in the way you intend.

A document that advises executors on handling the estate, funeral, and personal matters. It explains the reasons and goals behind the Will and trust.

Splitting joint ownership into individual shares gives each person control and the ability to leave their share in a Will.

The original copies of your Will and legal documents are the only ones that are legally valid. They should be kept in a secure place where they can be easily found and accessed when needed.

It’s wise to review your Will at least every three years, or earlier if significant life changes, to ensure it still reflects your wishes.

Losing a loved one is an emotional and challenging time. We can help with the legal and financial tasks of administering their estate so you can focus on healing and grieving. Let us manage the paperwork for your family.

An Advance Decision allows you to refuse medical treatment if you lose the capacity to make decisions. It ensures your wishes are known to your family and medical professionals.

Implementing the FCA's consumer duty principles holds the trusted adviser industry accountable for delivering good consumer outcomes. This includes estate planning as part of wealth preservation, which should be conducted at annual reviews or when relevant to clients' needs.

At Fern Wills & LPAs, we understand the importance of comprehensive estate planning. We work closely with financial advisors to ensure our recommended plans align with your needs and preferences.

An accountant's knowledge of a client's personal and business affairs, as well as inheritance and capital gains tax, makes them well-placed to help clients decide what to put into a Will or Trust.

Insurance brokers aim to provide holistic financial advice. A crucial aspect of this is ensuring that clients have Wills and powers of attorney in place to protect their assets and wishes in case of incapacity or death.

In today’s fast-paced business environment, HR consultants play a crucial role in ensuring employees' well-being and legal compliance. One often overlooked aspect of this is the referral to professional Will writers. Here’s a look at why HR consultants might make these referrals and how they benefit employees and employers.

Advocacy involves providing support and guidance to individuals to help them express their views, make informed choices, and access services that meet their needs. Advocates work alongside you to ensure your voice is heard and your rights are upheld, empowering you to confidently navigate life's challenges.

To ensure the highest professional and ethical standards, the following standard terms of business apply to all instructions accepted by Fern Wills & Trusts.

We commit to offering customers the highest possible service standards and are pleased to support the Society of Will Writers ‘TCF principles.

The privacy policy outlines how Fern Wills & LPAs may collect and use your data.

If you are not satisfied with any aspect of our service, please bring your complaint to our attention as follows:

For your information security, we verify every client's identity. Please provide an original passport or UK photo driving licence to copy and keep with your records. See the attached list of alternatives.

Confirmation of £2.5m Professional Indemnity, and £5m Public Liability Insurance. (in addition to £2m storage insurance not shown)