Based on your answers we recommend…
The Bundle.
£1,750
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• Our fully comprehensive estate planning package
• What you get:
Non-standard Will (including Will trusts)
Severance of Joint Tenancy
Both LPAs - health & welfare and financial
Unlimited copies of your LPAs to distribute to your attorneys
Letter of Wishes
Digital Legacy Document
Lifetime Will storage at the National Will Archive
2 x Executor cards for Will retrieval
Pension nomination information
Life insurance trust information
Drafted by our qualified Society of Will Writers professional
Clear, legally-sound documentation
OPG filing fee included (£164)
Clear instructions on how to witness and sign all your documents
TOTAL SAVINGS: -£370
• Extra peace of mind:
Every LPA and Will undergoes third-party checking
If there are any mistakes, we will cover the cost of resubmission for both LPAs
Full professional indemnity insurance coverage
• Our full service so you know everything is compltely covered ✨
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You complete our onboarding form
We study and research your case based on your personal situation
Together we have a virtual meeting where we will go through any niggling details, answer any of your questions and take payment
First draft of your documents by email within approximately 2 weeks
After this is approved, the final copies will be posted to you for signing and witnessing
Once you return your Will it will be sent to the National Will Archive for secure storage and we will post you your executor cards in the post
Once you return your signed LPAs, we will register them with the OPG and you can expect return of your documents within 9-11 weeks
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We understand that you might not need all the bells and whistles. If you don’t, feel free to check out our individual Will and LPA services below.