Other Services
Free Will Review
It’s recommend that you review your Will every three to five years to make sure it is valid, correct and carries out your wishes. Ask for a free of charge review of your current Last Will & Testament.
Will Writing Services
Please contact me for details.
Letter of Wishes
Your letter of wishes is your opportunity to give guidance to those managing your estate on how you'd like your assets to be dealt with.
Living Will / Advance Directive
An advance decision to refuse treatment lets your healthcare team know your wishes if you are not able to communicate them.
Property Trusts
Tenancy Split, Property Tenancy Trust for Couples, Discretionary Trust.
Probate
Minimum £1,500.
Deed of Variation
A deed of variation is a legal document that allows you to change a Will or, if there is no Will, to change how the intestacy rules operate and apply to the estate. It can be used to alter the distribution of assets, add beneficiaries, or make other changes to a Will or Intestacy rules.
Executorship / Trustee and Attorney Services
If requested I can refer you to an Estate Planner to act as your executor(s), trustee(s) or attorney(s) – and sometimes all three, with your prior consent.
Registering an EPA (Enduring Power of Attorney)
LPAs have now replaced EPAs. If a person has an EPA made before October 2007, either registered or unregistered, it can still continue to be used. The new LPAs give more protection and extra options. An Enduring Power of Attorney is a document appointing a person (‘Attorney’) to manage the Property & Financial Affairs of another person (‘Donor’).
Planning for the Unexpected
If you have any questions about the above services, please get in touch and I’ll be happy to help you.