Estate-Planning Services Built Around Your Circumstances

Who it may be relevant for

• Individuals and couples without a current will
• Parents who wish to record guardianship preferences
• People whose circumstances have changed since their last will

What the process involves

1. 1.An initial discussion about your circumstances and intentions
2. 2.A review of your estate, beneficiaries and responsibilities
3. 3.Preparation of the draft document for your consideration
4. 4.Amendments, final review and completion

Who it may be relevant for

• Property owners considering how assets are held
• Families with beneficiaries who may need longer-term arrangements
• Clients considering how and when assets pass on

What the process involves

1. 1.A discussion of your objectives and concerns
2. 2.An explanation of the relevant options and their implications
3. 3.Consideration of whether a trust is suitable in your circumstances
4. 4.Preparation of any agreed documentation and completion

Who it may be relevant for

• Individuals planning ahead for future capacity
• Families supporting older relatives
• Business owners with financial responsibilities

What the process involves

1. 1.A conversation about who you would like to appoint and why
2. 2.An explanation of the different types of authority
3. 3.Preparation of the documents for your review
4. 4.Guidance on signing, witnessing and registration steps

Who it may be relevant for

• Clients with several assets or arrangements in place
• Blended families with more than one set of intentions
• Anyone who wants their planning reviewed as a whole

What the process involves

1. 1.A full review of your current position and existing documents
2. 2.Identification of the areas that require attention
3. 3.A planning discussion covering the available options
4. 4.Preparation, review and completion of the agreed arrangements

Who it may be relevant for

• Sole traders, partners and company directors
• Family businesses considering the next generation
• Owners planning for retirement or an exit

What the process involves

1. 1.A review of the business structure and your interest in it
2. 2.A discussion of your intentions for ownership and control
3. 3.Consideration of how these interact with your wider planning
4. 4.Preparation of the agreed documents and completion

Who it may be relevant for

• Clients whose family or financial position has changed
• People who have not reviewed their will for some years
• Executors and family members seeking clarity

What the process involves

1. 1.Collection of your existing documents
2. 2.A review against your current circumstances
3. 3.A written or verbal summary of the areas to consider
4. 4.Any agreed updates prepared and completed