Services
Professional experts in will writing, lasting power of attorney, probate and trusts.
01/ Will Writing
Have faith that your assets will go to your loved ones without any burden attached, with professional will writers who can help you to provide a secure future for those you leave behind.
Despite the importance of having a will, a significant number of adults in the UK don’t have one. Without a will, your loved ones may face unnecessary challenges in inheriting your possessions, and there can be complications regarding the care of your children, pets, or businesses.
Writing a will is one of the simplest ways to safeguard your family’s future, yet many people haven’t taken this crucial step.
Our will writing service prioritises you and your family. We offer a completely free, no-obligation consultation where all your questions will be answered, and everything will be clearly explained before you make any commitments. Contact us today to get started.
02/ Lasting Power of Attorney
It’s not nice to think about, but there may come a time where your judgement, or that of a loved one isn’t what it used to be. In this scenario, you will need help to make important decisions.
Make sure that if that moment comes, you’re prepared. Grant people you trust the legal authority to make decisions on your behalf and receive peace of mind that everything is taken care of.
A lasting power of attorney can cover medical and financial decisions and is invaluable if you were to suffer a head injury or acquired brain injury at any point or as you get older. Having a lasting power of attorney allows you to have comfort in the fact that you or your loved ones will be able to help when they’re needed the most, without any legal issues.
We offer a lasting power of attorney service that ensures that the people most qualified to act in your best interests are legally entitled to make decisions that impact you.
03/ Probate
When you lose somebody close, the prospect of dealing with their estate, paying tax and applying for a Grant of Probate can be confusing and overwhelming. If you have been appointed as the Executor, you have legal obligations to fulfil within a certain amount of time.
The grant of probate is the legal document which permits the Executor to adminster the estate and carry out the wishes detiled in the will. The Executor is responsible for calculating the overall value of the estate, taking into account assets, liabilities and gifting made during the Testator’s lifetime. Once this has been completed, they are responsible for payment of inheritance tax to HMRC within six months of death – this can often be a challenging task and timescale. The Executor may also need to deal with unknown creditors or challenges to the will itself.
At Heritage Estate Planning, we have chosen to partner with Premier Solicitors to ensure we provide the very best, most up to date advice and guidance to Executors. As with all our services, our consultation meetings are completely free and we are always happy to answer your questions at this difficult time. We have the experience required to help with all aspects of estate administration and probate and even identify when a grant of probate is not required. Ask us today for more information.
Trusts can be a great way of protecting the value of your assets that could provide for your children and loved ones long after you pass away.
While wills help to pass on assets when you die, they don’t stop the value eroding, being diluted by subsequent wills or challenging life events. But there is a solution.
With a trust, you can ensure that your possessions are ringfenced and keep their value safe for those they are intended to serve. This ensures that what you leave after you pass away goes towards protecting the ones you love most when they inherit them. This can be particularly useful if you have a vulnerable beneficiary to protect or you are concerned about the impact a future divorce or bankruptcy could have on any inheritance.
At Heritage Estate Planning, we can offer trust services that range from Life Interest trusts within a will, to setting up a trust during a client’s lifetime.
Our experts offer bespoke and accurate advice that draws on our experience and panel of expert solicitors, so why not get in touch and see how we can help you today?
