0345 853 0942 admin@willprotect.co.uk

Estate planning support
and services for you
and your family

Helping you communicate your wishes is at the heart of what we do.
Our aim is to help you express your wishes should you need additional
support, and when you’re gone

Our Video

Estate Planning for Individuals and Families

We understand that making decisions about final wishes is important, sensitive, and difficult. And the law is complex. So we listen, learn, and advise you on how to protect your estate for the people who you will leave behind. We will work with you to plan your estate, create your will, on trusts, and even funeral plans.
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Estate Planning for Business

Leaving business interests and assets in your will can be complex and leave a tax liability if you get it wrong. Not only that but ensuring that your business can still function after you is crucial. Our team has extensive knowledge and experience in the arena of estate planning for business.
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Lasting Powers of Attorney

You may, at any stage of your life, become incapacitated through ill health or injury. To ensure that not only will your family understand how to take care of you according to your wishes, but medics and local authorities will be bound by your wishes. Putting LPAs in place to take care of your health and wellbeing, and financial affairs and property can be complex. We will work with you to understand your wishes and put the right structure in place to protect your interests.
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Probate

At a time when you’re mourning the loss of a loved one the process of administering an estate can sometimes become overwhelming. Our team has the expertise and knowledge that you need to navigate the many complexities. We understand that this is a difficult time so we work alongside you to support you where you need assistance so that you can begin the grieving process while dealing with the complexities of probate.

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Working Alongside you to ensure that your wishes are respected and carried out

You may be considering your options if you become incapacitated and have particular thoughts about how you are cared for that you wish to safeguard. Or you are considering how and who you wish to name as beneficiaries in your estate. And how to reduce your tax liability, protect your estate, and ensure that your final wishes are respected. Or you have lost a loved one and need assistance with probate.

We have the expertise and knowledge that you need to help you navigate the many complexities and challenges in establishing the correct legal structure to protect you, your family, and your estate. Our approach means that not only will we advise on how to achieve your aims, but we will also listen and support you through what can be a difficult and emotional time.

We carry out a detailed fact find with you so that we really get to know you, your wishes for your family, and what you want to achieve. We firmly believe that having every detail means that we can provide you with the very best advice and guidance.

We’ll provide you with a range of options based on our detailed fact find so that you can consider the best way to safeguard you, your family, and your estate.

We’ll work with you throughout the process to put in place the correct legal documentation so that you have peace of mind that when you or your family need it you can be sure it’s all in order and communicates your final wishes.

Our Testimonials

I cannot praise Will Protect highly enough. A personable and friendly organisation, but yet still professional and punctual. Their consultants are happy to work in the evenings to accomodate my work, and happy to explain the process to me. They make the will writing process a breeze, and ensure that your assets will be distributed as you want them to when the time comes. I am happy to recommend their services.
Mr G O’Daly

I would highly recommend Will Protect. They have recently created and registered Lasting Powers of Attorney for us. Following my initial telephone conversation with our advisor, I had no concerns and remained fully reassured about all aspects of the work. Our advisor was prompt, friendly, professional and reliable. I would definitely contact Will Protect again if we required any further work.
Mr & Mrs T Dacre

Will Protect were very efficient and effective in their dealings with us. Their friendly and thorough approach to their task was very reassuring when dealing with the sensitive subject of wills and estate planning. Nothing is too much trouble and our advisor gave freely of his time to ensure we understood and were happy with our wills. We found him to be knowledgeable and competent and have happily recommended him to our friends.
Dr & Mrs R Sharples

Latest Blogs

Mortgage Protection and Estate Planning: What you need to know

Mortgage Protection and Estate Planning: What you need to know

Oct 8, 2021

You might be wondering what mortgage protection and estate planning have in common, but there is a strong relationship that will safeguard your assets, especially your home if something happens to you. We're here to provide you with estate planning services to...

Your Funeral Plan: #3 things you need to know

Your Funeral Plan: #3 things you need to know

Jul 20, 2021

A funeral plan is a means of setting aside the money that will be needed for your funeral. There are numerous providers with different levels of cover for you to consider, from 50+ to later years. From July 2022 funeral plans will be regulated by the Financial Conduct...

Probate Explained: What is it and When is it Required?

Probate Explained: What is it and When is it Required?

Jun 29, 2021

Probate is the process of distributing the assets of a deceased person in accordance with their will. It also applies where someone has died intestate- without a will, but the requirements and the language are different. It is the only legal way to transfer assets to...