Heritage Estate Planning provides affordable yet professional will writing and Lasting Power of Attorney services to clients throughout England and Wales. We visit all clients in their own home, at a time to suit them. 

When you contact us with regards to making your will, we will arrange to visit you in your home to take down all the information necessary for your wishes to be formalised into a legally binding document (your will). When a full set of instructions have been taken your will is drafted by our fully qualified CILEx practitioner and a draft version of the document is sent to you, in a ribboned presentation folder. When you have either confirmed that your draft will is entirely accurate or, alternatively, have advised us of any changes or additions that need to be made, we will finalise your will and will visit you for a second time, with the final copy of your will, to assist in the 'execution' (or the signing) of your will so that it becomes legally valid. Your will is then stored in our dedicated will safe and a copy of your signed will is sent to you for your own safe-keeping.  

 

Where Lasting Power of Attorney (LPA) documents are required, again, we will visit you in your home to take down a full set of instructions and offer guidance on choosing suitable attorneys. Our legal team will then complete the LPA documents on your behalf and will send them to you for your approval. When the documents have been signed by yourself and all other parties, we will submit the LPA forms to the Office of the Public Guardian to be registered for use. 

 

Our legal team are always on hand to offer guidance and support.