Estate Planning Services ~ because it's for them...

Home Visits
1 min read

Home Visits

Flexible appointments in your own home (including evenings and weekends) across CV, LE and NN postcodes. We bring the paperwork and make it easy.

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Wills
3 min read

Wills

A legally valid Will tailored to your wishes, so the right people inherit in the right way and your executors have clear instructions.

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Will MOT (review and update)
5 min read

Will MOT (review and update)

A quick review to check your Will still does what you want; we’ll flag any gaps and quote for changes only if needed.

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Lasting Powers of Attorney (LPA)
5 min read

Lasting Powers of Attorney (LPA)

Appoint trusted people to manage finances or make health decisions if you can’t, with safeguards and plain-English support. We handle the paperwork and OPG registration.

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Trusts
4 min read

Trusts

Flexible ways to protect loved ones, control when gifts are passed on, and manage risks (e.g., divorce or care fees). Set up within your Will or as a separate trust.

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Guardianship (for children)
5 min read

Guardianship (for children)

Name who should care for your children and record your wishes, so family and the courts have clear guidance if the unexpected happens.

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Letter Of Wishes
3 min read

Letter Of Wishes

A private note that explains your decisions and guides executors, trustees or guardians. It complements (but doesn’t replace) your Will or trust.

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Secure Storage and Insurance
8 min read

Secure Storage and Insurance

Professional storage so originals are safe and easy to find, with optional insurance against loss or damage. Easy retrieval when needed.

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Probate (Executor Support)
8 min read

Probate (Executor Support)

Clear, fixed-fee help with the legal and financial process after a death. Choose the level of support you need.

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Severance of Joint Tenancy
1 min read

Severance of Joint Tenancy

Convert joint ownership into defined shares so each person controls where their share goes in their Will.

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Family Meetings
4 min read

Family Meetings

Calm, guided conversations to help families agree plans together and reduce the risk of future disputes.

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Declaration of Trust
3 min read

Declaration of Trust

Record who owns what share of a property and how money is treated, protecting each person’s contribution now and on sale.

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