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Your Legacy, Your Life and Your Finances - all in one

Your Legacy, Your Lifestyle and Your Finances - all Protected

Traditional Plus Estate Plan

Taking Care of your legacy, your lifestyle and your finances with our Traditional Plus Estate Plan

Our Traditional Plus Estate Plan is an efficient and cost-effective solution for you if you have a modest estate, but still want to control who inherits from you at the end of your life, and also want robust protection in place for later life in case you grow frail. 

Our Traditional Plus Estate Plan gives you the combined protection of: -

A Traditional Will;

And

A Lasting Power of Attorney for Property and Financial Affairs;

And

A Lasting Power of Attorney for Health and Welfare.

With a Traditional Plus Estate Plan, you have the peace of mind of knowing that the people of your choice will be empowered to make sure your wishes are carried out at the end of your life, and also to help you manage your finances, and deal with health and social care professionals for you, if you grow frail in later life.

The cost of a Traditional Plus Estate Plan is £1000 if you are single and £1450 if you are a couple, plus the £82 charged by the Office of the Public Guardian to register your Powers of Attorney..

"We decided to seek advice about estate planning because we wanted to understand how to efficiently protect our assets and pass them safely to our children and grandchildren. We also wanted to put as much help in place for our family as possible, so as to make things as easy as possible for them when the time comes. We liked Gina’s patient and diligent manner in answering our questions and guiding us to the right solutions. Gina explained everything to us with great clarity, making concepts we were unfamiliar with accessible and clear. We particularly liked the fact that Gina came to see us in our own home without our having to make a special request; this is just the way she works. It was so much easier for us to relax and talk freely in the comfort and privacy of our home. Having put the right estate plan in place we feel that we have ticked a big box. This was something we knew we had to get round to. Now it is done and sorted and we don't have to worry about it anymore. We have also gained a clear understanding of the measures that have been put in place and why they are important. "

Matt & Betty R

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