WillsProperty Trust Wills Discretionary Trusts Lasting Powers of Attorney
We are members of the Institute of Professional Willwriters (IPW) and comply with their Code of Practice approved by the Chartered Trading Standards Institute. For more information about IPW, please click here.
For your complete peace of mind, our Professional Indemnity Insurance covers every Will up to £2,000,000.
For different reasons, many people do not have a Will. Others have one already and periodically make revisions to reflect changes in family situations, such as the birth of a child or grandchild.
Whatever your circumstances, we can advise you and prepare the documents for you.
If appropriate we can add protective Property Trust clauses in your Will, which will ensure your assets, such as your home, will pass to the beneficiaries of your choice and not left to chance as would happen with a Basic or Mirror Will. We can also advise you on Discretionary Trusts for vulnerable persons.
If for some reason, such as dementia or short-term illness, you cannot make your own financial or health and welfare decisions, you need to appoint trusted people to make those decisions for you. This is done by making a set of Lasting Powers of Attorney.
How would your business fare if you were unable to contribute to the running of it any more? When you own a business, it’s important to consider whether a separate LPA specifically for your business matters is appropriate. In most cases it will be.
Our trained consultants have years of experience and adopt a friendly consultative approach to ensure your needs are met. We offer home visits for your convenience and other family members could be present if you want them to be.
Online Skype consultations can be arranged in light of Covid-19 restrictions.
Contact us today on 0115 981 0900 or 0330 311 0910 to make an appointment.
We offer advice and can prepare the following documents for you:
By making a Will you can appoint executors, guardians of your children and make specific gifts. You can ensure your estate passes to your chosen beneficiaries by adding Protective Trust clauses in your Will…
If for some reason you cannot manage your own financial affairs through incapacity (eg. stroke, dementia or even short term illness) you need to appoint a trusted person(s) to manange your affairs for you. Other people cannot help you without an LPA…
Without a valid Health & Welfare LPA, your family would need to apply to the court (a costly process) to help you make welfare decisions for you. This would include discussing sustaining life options with doctors…