Completed Business Transfer of East Cheshire Wills

By |2019-02-05T12:15:51+00:00February 5th, 2019|

We are pleased to announce the completion of East Cheshire Wills’ business transfer to Estate Planning Solutions, in effect from February 1st 2019.

From February 1st, Estate Planning Solutions have taken control of the service delivery to existing clients of East Cheshire Wills (ECW) and will be offering ongoing support following the retirement of MD, Mike Carney. In addition, we are overtaking the administration of all estate planning files.

We have also retained the services of ECW administrator, Alison, and consultant, Dean Mottershead, who will be writing to you shortly to offer a free review of your current estate planning documents. They will be contacting you directly in the coming months to answer any questions you may have.

Retired Managing Director, Mike Carney, has commented: “I have chosen Estate Planning Solutions as I believe that they will offer you the best quality customer service possible and continuity of service. They are local and are long established, having traded since 2004 and have written well over 10,000 wills, 20,000 LPAs and about 1,000 lifetime trusts. Additionally, they are highly qualified. Their MD Paul Dodsworth is a full member of the Society of Trust and Estate Practitioners “STEP” and a qualified accountant. In house, they have their own associated law firm, Port Worth Law, run by a qualified solicitor who is also STEP qualified. Finally, they have a digital marketing team that will keep you up to date with developments and changes that you need to be aware of.”

If you have any questions in regard to the takeover and service that we offer to existing clients, please contact us on 0800 781 6658 or email us at enquiries@estplan.co.uk to find out more information.