Additional Services
Experienced in helping with complex situations
Sometimes people’s circumstances are a little more complex, and they need additional trusts to help address a particular issue. Speak to your consultant if you feel it may be beneficial to add one of the following trusts to your Will:
Lasting Powers of Attorney
Many people assume that their spouse, partner or child would be able to automatically take over their affairs if they became ill or lost the ability to make their own decisions. This is simply not the case. LPAs allow you to legally appoint someone you know and trust to make decisions and act on your behalf should you be come unable to do so for yourself, due to illness, accident, stroke or dementia.
| Essential
Single £695 |
Classic
Single £1,250 |
Premier
Single £2,350 |
|
|---|---|---|---|
| Compliance check of the Wills to ensure validity | ✔ | ✔ | ✔ |
| Notification to Executors as to the location of your Wills and procedure for release | ✔ | ✔ | ✔ |
| Storage of your Wills and any other estate related documents (eg house deeds, policy documents, certificates etc) | ✔ | ✔ | ✔ |
| Free unlimited deposits and retrievals | ✔ | ✔ | ✔ |
| Registration of your Will with The National Will Register | ✔ | ✔ | ✔ |
| Unlimited free updates of your Wills during your lifetimes, including all associated legal advice | ✔ | ✔ | ✔ |
| Free assistance for your Executors, enabling them to put your Wills through probate so that they do not need to hand the matter to a solicitor* | ✔ | ✔ | |
| Assistance with two further estates requiring probate where the deceased is an immediate family member and there is a valid Will in place* | ✔ | ✔ | |
| 25% discount on all Will-related Trusts | ✔ | ||
| 25% discount on Lasting Powers of Attorney | ✔ | ||
| 50% discount on all Will-related Trusts | ✔ | ||
|
50% discount on Lasting Powers of Attorney
|
✔ | ||
| Full administration of your estate and acquirement of the Grant of Probate if your Executors feel unable to manage, at the guaranteed fee of no more than 1% of the value of your estate | ✔ | ||
| Full professional estate administration for any other estates that you have an interest in, at the same 1% fee | ✔ |
* One of our probate specialists will arrange to meet with your Executors to advise them on the best course of action, helping them to effectively carry out the wishes in your Will. After being notified of your death, our probate specialist will examine all the information concerning your estate and affairs and advise your Executors how to obtain a grant of probate.
We provide letter templates to assist your Executors when contacting the organisations who hold your assets, and show them how to complete the complex forms required to obtain probate and successfully administer your estate.