Putting the right documents in place is the official, legal step to making sure your Plan delivers what you want it to
Wills
A Will is a legal document that outlines your wishes regarding the distribution of your assets and the care of any minor children upon your death. Creating a Will is crucial for ensuring that your estate is handled according to your preferences, minimising disputes among your heirs, and providing clarity to your loved ones during a difficult time.One of the primary benefits of having a Will is the ability to specify exactly who will inherit your assets.
Without a Will, your estate will be distributed according to the laws of intestacy, which may not align with your wishes. A Will also allows you to appoint a guardian for any minor children, ensuring they are cared for by someone you trust.
Additionally, a Will can help reduce the burden on your loved ones by providing clear instructions on funeral arrangements. It can also help minimise estate taxes and legal complications, ensuring that more of your estate goes to your beneficiaries rather than being lost to taxes or legal fees. In summary, a Will is an essential document that provides peace of mind and ensures your final wishes are respected.
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Will Trusts
A Will Trust, or testamentary trust, is established through your Will and becomes effective upon your death. This trust allows you to control how and when your assets are distributed to your beneficiaries, providing protection and management beyond a standard Will.
A Will Trust is beneficial for protecting assets for beneficiaries who may not be capable of managing large sums of money themselves, such as minor children or individuals with disabilities. It ensures that the assets are used for their intended purpose, providing regular financial support while preserving the capital for future needs.
Additionally, a Will Trust can help reduce inheritance tax liabilities, potentially saving a substantial amount of money for your beneficiaries. In summary, a Will Trust offers greater control and protection for your assets, ensuring they are managed and distributed according to your wishes.
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Lasting Powers of Attorney
A Lasting Power of Attorney (LPA) is a legal document that allows you to appoint a trusted individual to make decisions on your behalf should you become unable to do so yourself. There are two types of LPAs: Health and Welfare LPA, and Property and Financial Affairs LPA.
A Health and Welfare LPA enables your appointed person to make decisions about your daily routine, medical treatment, and living arrangements. The primary benefit of this LPA is the peace of mind knowing that someone you trust will make decisions in your best interest, avoiding disputes among family members and ensuring your health and welfare preferences are respected.
A Property and Financial Affairs LPA allows your appointed individual to manage your financial matters, including handling bank accounts, paying bills, collecting benefits, and even selling property. This ensures that your financial affairs are managed according to your preferences and can prevent financial abuse.
We provide both types of LPA, individually and also as a pair.
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Probate
Our Probate service, offered through trusted partners, provides professional assistance in managing and distributing the estate of a deceased person. Probate involves validating the Will, valuing the estate, paying any debts and taxes, and distributing the remaining assets to the beneficiaries.
The main benefit of our Probate service is the expertise and support provided, easing the burden on the deceased's loved ones during a difficult time. Our partners handle all legal and administrative tasks, ensuring the process is completed efficiently and correctly.
In summary, our Probate service ensures that the estate is managed and distributed according to the law and the deceased's wishes, providing peace of mind and relieving stress for the family.
Probate services provided in partnership with:
Conveyancing
Partnering with Premier Solicitors, our specialist Conveyancing team possesses the expertise required to ensure that your sale, purchase, or re-mortgage progresses smoothly and reaches a successful completion. We understand that navigating the complexities of property transactions can be daunting, and our goal is to make the process as seamless and stress-free as possible for you.
What sets us apart is our commitment to clear communication and personalised service. From the initial consultation to the final handshake, we keep you informed and involved every step of the way. Our team is dedicated to anticipating and addressing any potential issues before they become obstacles, ensuring a streamlined experience. Our clients' satisfaction is our top priority, and we take pride in the long-lasting relationships we've built over the years.
Whether you're a first-time homebuyer, looking to sell your property, or considering re-mortgaging, you can trust us to handle your transaction with the utmost care and professionalism.
Conveyancing provided in partnership with:
Document Storage
We offer secure storage for your important documents, both physically and digitally. Our storage service ensures that your important documents, such as Wills and LPAs, are safely stored and easily accessible when needed. We provide secure on-site storage in a fireproof safe, as well as digital storage options.
The primary benefit of our storage service is the peace of mind knowing that your documents are protected from damage, loss, and unauthorised access. Our fireproof safe and digital storage solutions ensure that your documents are preserved in the best possible condition.In summary, our storage service offers a reliable and secure way to protect your important documents, ensuring they are available when you need them most.
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