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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..

"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

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