At Heritage Estate Planning, we offer a highly professional, friendly and affordable will writing and Lasting Power of Attorney service. We would normally visit all of our clients in their own home , but for your safety, we have developed our service remotely and can offer appointments over zoom or telephone. We will ensure that you feel at ease throughout the entire process of making your will and/or Lasting Power of Attorney - Just bring your own coffee or tea!
The majority of the UK population do not have a will, yet creating a will is one of the simplest - and most important - steps you can take to protect your family's future.
''Many people put off making their wills as they feel they could be tempting fate and let's face it, making a will is never something you want to do. I am so proud of the service we offer - we make the whole will-writing experience as pleasant as we can and will be here to help, support and guide you every step of the way. We get such positive feedback from our clients, who are happy to recommend us to their friends and family. If you have been putting this off, then please get in touch, we are always happy to answer your questions.'' Ally Ilott, Managing Director
This firm complies with the IPW Code of Practice
In addition, a Lasting Power of Attorney allows you to appoint somebody you trust to take care of your health, welfare and financial affairs in the unfortunate event that, due to injury or illness, you become unable to make these decisions for yourself.
Wills and Lasting Powers of Attorney really are the foundation of your financial planning. We take time with every client to make sure we have a full and robust understanding of your situation and wishes before providing advice and guidance on the best way to achieve these and we will work with you to get these documents in place as soon as possible.
Our clients have access to our legal team seven days a week and we have an ethos of 'hand holding' through any emotional or difficult decisions that may need to be made.
We provide a will storage solution through the National Will Safe Limited to ensure that your documents are registered and stored securely for when they are needed.
In additon, we work in close partnership with other professional advisers and so if you need more complex financial advice, mortgage advice or tax advice we would be happy to introduce you to one of our trusted partners.
If you would like to arrange an appointment or have any questions please get in touch today on 01635 292356. In the meantime, please feel free to browse our website as we have lots of information and articles that may provide answers to any questions you may have as a starting point.
Heritage Estate Planning complies with the IPW Code of Practice
Call today on 01635 292356 to arrange a consultation meeting!