Complete Peace of Mind for later life and end of life

Family Trust Estate Plan

Protecting your assets in every eventuality.

Our Family Trust Estate Plan is an efficient and cost-effective way for you to protect your assets at the end of your life, while also maintaining control of your financial affairs in later life if ill-health were to make it difficult for you to manage your financial affairs.

Our Family Trust Estate Plan gives you the combined protection of: -

A Family Trust Will.

And

A Lasting Power of Attorney for Property and Financial Affairs.

The cost of a Family Trust Estate Plan is £875 if you are single and £1350 if you are a couple. The Office of the Public Guardian will also charge a fee of £82 for each Power of Attorney to be registered.

"Recent life events brought home to me the importance of making sure that my beautiful grown up daughter, who is my pride and joy, is well provided for. After a very in-depth consultation, during which my circumstances were considered from all angles, a carefully tailored estate plan was prepared for me, which addressed all my concerns fully. As a result, I am now confident and reassured that my assets are safe from erosion and that my daughter’s future is secure."

Kim D

Family Trust Estate Plan

The cost of a Family Trust Estate Plan is £875 if you are single and £1350 if you are a couple. The Office of the Public Guardian will also charge a fee of £82 for each Power of Attorney to be registered.

Family Trust Deed

Family Trust Will

Memorandum of Wishes

Deed of Severance

Advance Directive, or Living Will

Storing your Will

Updating your Will

Lasting Power of Attorney for Health and Welfare

Lasting Power of Attorney for Property and Financial Affairs

Probate Guarantee

Traditional Will

Traditional Estate Plan

Traditional Plus Estate Plan