What we do
Estate Planning Solutions offer you a specialist will-writing and estate planning service
Tailored to meet your specific requirements and to achieve your individual objectives. We pride ourselves in taking a truly customer-orientated approach and offer you a wide range of estate planning services focussing on solutions rather than off-the-shelf products.
Whilst we can produce simple “Mirror” wills, these are really only suitable for very basic circumstances. The majority of our services help you to protect and preserve your wealth from the legal fees, threats of the taxman, subsequent relationships and creditors including the Local Authority for Care Home fees. Most people are simply not aware of the different options available to them.
Simply put, we aim to maximise inheritance and minimise burden and costs for your loved ones.
Protecting your Wealth
Having the wrong will can seriously reduce your wealth. We help protect your wealth through complementary services such as Deeds of Severance, Children’s Trusts, Deeds of Variation and Probate. We also offer advice and guidance in relation to Lasting Powers of Attorney, Funeral Plans, Probate Plans and storage of documents.
How we give you peace of mind
In order to protect you and give you peace of mind, Estate Planning Solutions are full members of the Institute of Professional Willwriters (IPW) www.ipw.org.uk/ . Paul Dodsworth our MD, is a full member of Society of Trust and Estate Practitioners (STEP) http://www.step.org/ and our Office Manager, Nicole Porter is an affiliate member.
We are fully insured and regulated and are approved by the Trading Standards Institute. All our consultants are full IPW members and are both experienced and empathetic to your needs. They all hold specialist estate planning qualifications and to ensure continued advice for you, they participate in continuous professional learning and development.
We can arrange to meet with you daytime, evening or weekend to suit you and this appointment can take place in the comfort and privacy of your own home, or at your place of work, if more convenient.
We charge you a fixed fee, depending on the services you decide are appropriate to meet your specific estate planning requirements. The level of our fees will always be explained “up front”, prior to any work being carried out and we guarantee that there will be no hidden charges or “extras”.
Most consultations usually take place over two meetings and follow the process opposite.
If you are interested in booking an appointment you can call us at 01625 540033 or book a free telephone consultation here.