How We Work
Heritage Estate Planning provide an affordable and professional will writing and Lasting Power of Attorney service to clients throughout England and Wales.
We offer complimentary one-to-one consultations, which can be done in person and via video conferencing to suit your convenience. Regardless of medium, our consultations are thorough and designed to getting the most for your individual requirements. Please note: Due to COVID-19 restrictions in place, we do offer video/telephone and remote consultations.
When you contact us with regards to your estate planning needs, we arrange an initial appointment to collate all the information necessary for your wishes to be formalised into a legally binding document (your will and/or other legal documents).
We take a full set of instructions regarding your will requirements, and then your will is drafted by our experienced CILEx practitioners.
We keep you updated every step of the way and are here to ask you any questions should they arise.
We are pleased to be able to work alongside many other professionals who offer a range of services that our clients may find useful. Here you will find a list of our Recommended Service Providers
Thatcham/Newbury
Reading
Hungerford
Jessamy Walker – Brown Dog Financial Planning – Tel 01488 682890 jessamy@browndogfp.co.uk
Guildford
Leon Alden – Corcillium Wealth Management – 01483 654135
Kingsley
Protection and Investment Ltd (Neil Baker) – 01420 488881 – neil.baker@pil.uk.com
Andover
Southampton
Simon Rushbrooke – Top Mortgage Solutions – Tel 02381 120013
Need Help? We Are Waiting To Help You
You can book a free consultation or email us with contact us