OUR SERVICES
Simple, Personal Estate Planning
Helping you put the right plans in place for yourself and the people you care about.
Whether you’re looking to create a simple will, protect your family if illness strikes, or put a complete estate plan in place, I’m here to guide you every step of the way.
Appointments Available
& Qualified
Newcastle-under-Lyme & Stone
Which Plan Is Right For You?
No complicated legal jargon. Just clear options designed to help protect you, your family and your future.
ESSENTIAL PLAN
£199 Single I £299 Couple
.
Make sure your wishes are followed.
.
Perfect if you want the essentials in place and the peace of mind that comes from knowing your loved ones will be looked after.
Includes:
.
Professionally prepared Will(s)
property and possessions
Choose guardians for your children
Appoint trusted executors
Secure document storage
Ideal For:
.
Individuals, couples and young families who want a professionally prepared will without unnecessary complexity.
FAMILY PROTECTION PLAN
£599 Single I £899 Couple
.
Protection during your lifetime and beyond.
.
A will only takes effect after you’re gone. This plan helps ensure trusted people can make important decisions if illness or injury leaves you unable to make them yourself.
Includes everything in the Essential Plan plus:
Property and Financial Affairs Lasting,
Power of Attorney
Health & Welfare Lasting Power of Attorney
Choose who can make decisions on your behalf
Estate planning review
*Office of Public Guardian registration fees apply separately.
COMPLETE ESTATE PROTECTION
£995 Single I £1,495 Couple
.
The most comprehensive protection available.
.
Designed for individuals and families who want to protect their wealth, minimise future complications and help ensure their estate passes according to their wishes.
Includes everything in the Family Protection Plan plus:
Protective Trust planning
Help protect your share of your home,
for your loved ones
Reduce the risk of assets passing to unintended beneficiaries in the future
Help protect assets for children and future generations.
Review of Property ownership
Inheritance tax planning review
Personalised Estate planning guidance
Not Sure Which Plan Is Right For You?
That’s completely normal.
Many people aren’t sure whether they simply need a will or would benefit from a more comprehensive estate plan.
Book a friendly, no-obligation chat and I’ll explain your options in plain English and help you decide what is right for your circumstances.
