About Estate Planning Solutions

about estate planning solutions

Estate Planning Expertise

With almost twenty years of estate planning expertise, our highly qualified team are dedicated to the importance of estate planning. Our focus is on wealth protection and preservation and our long-term commitment to excellent client service.  Simply put, we are all about the right estate planning solutions for everyone.

Estate planning experience and qualifications are what enable us to provide the best possible guidance and advice. We enhance our expertise by partnering with other leaders in our field, including chartered tax advisors and wealth management experts. We’re a full member of the IPW https://www.ipw.org.uk/ (Institute of Professional Will Writers), and all our Consultants are associate members. Colleagues within our legal team are also members of STEP https://www.step.org/ (Society of Trusts and Estate Practitioners) including Affiliate and Diploma level accreditations.

Both the IPW and STEP set standards within the Will and estate planning industry and have robust professional codes to which members must strictly comply. The IPW’s Code of Practice is approved by the Chartered Trading Standards Institute under its Consumer Codes Approval Scheme. Affording you additional protection and reassurance that all advice has been provided correctly. Thus helping you achieve later-life protection and wealth preservation, helping you pass on more of your wealth to the people you care about.

Why Choose Estate Planning Solutions 

Estate planning services are bought on trust, as the planning of a Will only comes into effect when you pass away.  Therefore our responsibility as professional will writers, is ensuring your individual requests and wishes are met, so your loved ones are taken care of in the future.

Taking steps to plan your estate can be difficult and we know death is a subject that many people don’t wish to discuss.  Estate Planning Solutions qualified advisors, all adopt a sympathetic and empathetic approach. Aiming to ensure you’re comfortable, reassured and have peace of mind throughout the whole process.

Each of our client relationships are something we’re honoured to be part of.  Everyone’s life is unique and furthermore so is the advice we’ll offer to you.  We endeavour to inform you on the importance of having the right estate planning, in order to ensure wealth protection and preservation.  Using clear plain English, we help you understand the legalities and technicalities associated with estate planning.  Strict ethical principles mean we adhere to the Chartered Trading Standards Institute’s approved Code of Practice.  Few Will writers have a Client Charter like us, so we are bound to the strictest levels of service https://estplan.co.uk/client-promise

We offer carefully tailored and structured estate planning recommendations for each of our clients.  Bespoke recommendations are based on your current circumstances, your wishes for those left behind and what you want them to achieve.  Providing bespoke estate plans, means we can include the most appropriate, impartial and personalised recommendations to support your wishes.

about estate planning solutions
about estate planning solutions

How we work

We pride ourselves on being a friendly and professional business, acting with consistency and integrity at all times.  Furthermore we believe in always doing the right thing for our clients and their circumstances.  This is why we consider ourselves experts in estate planning.

Every stage of our comprehensive estate planning process, follows a careful approach.  Ultimately enabling you to make informed, educated choices that achieve long term peace of mind.  As committed professionals we have a duty of care to provide the best service possible to our clients.

Working Nationwide, our qualified professional estate planning advisors offer you a range of appointment options. By embracing technology we conduct meetings remotely using telephone and online video platforms.  However we also offer face to face home visits for those who prefer to speak to a consultant in the comfort of their own home, this is subject to consultant availability in your area.

The infographic shows a typical client journey with estate planning solutions and how our process works.

To book a FREE no obligation consultation contact us today.

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Paul Dodsworth is a full member of the Society of Trust and Estate Practitioners (STEP) Membership No.202808