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Our Services:

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Wills


No matter who you are, everyone needs a Will. 


A Will allows you to make your wishes known to your family when you are no longer able to be heard. 

Learn more about Wills
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Lasting Power of Attorney


What would happen if you lost capacity and were unable to make decisions for yourself?

Who would step in?

Learn more about LPAs
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Trusts


Trusts have many advantages for you and your family, however they can be complex as everyone's circumstances are different. 



Learn more about Trusts

We offer free advice for your Estate Planning needs, including Wills, Lasting Power of Attorney, Trusts, Pre-Paid Funeral Plans, and Probate services.


All your documents are created by our specialist dedicated team of Fully Regulated Solicitors to ensure you get the best service for the best price. You also benefit from having a robust support system to ensure you have a smooth customer experience, including a personal consultant as a first point of contact for you and your family especially at a time of need, a dedicated customer relations department, a dedicated probate department, and over 50 years experience held in our team of solicitors.


We cover nationally, however we are based in Bromsgrove and look to provide the best service across the West Midlands including Worcestershire, Warwickshire, Herefordshire, Shropshire, Gloucestershire.


Click on the area of interest to find out more information or contact us directly to book a free no obligation appointment, either on the Phone or via Zoom video  BOOK TODAY ~ CLICK HERE

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There are different options depending on your specific circumstances, look at these profiles that may suit your needs as an initial guide:

Single Person (incl. Widowed)

I am Single (incl. Widowed) with No Children under 18, What do I need?

As a minimum you should consider an Enhanced Will that provides protection for your assets for those you wish to inherit. 

Also the implimentation of Lasting Power of Attorney to give you the control and descisions over your assets and medical needs.


To have a conversation about your specific requirements and explore the impact associated with having these documents in place you can either Request A Call Back or Contact Us.

I am Single (incl. Widowed) and have Children under 18, What do I need?

Your Will is a priority and must include the Guardianship provision, this allows you to nominate who will look after your children should the worst happen.

You should consider an Enhanced Will that provides protection for your assets for those you wish to inherit, especially if it is the children because the Enhanced Will uses a Trust to keep your assets secure until they are of age to inherit.

Also the implimentation of Lasting Power of Attorney to give you the control and descisions over your assets and medical needs.


To have a conversation about your specific requirements and explore the impact associated with having these documents in place you can either Request A Call Back or Contact Us.

I am Single (incl. Widowed, with or without Children) with No Mortgage What do I need?

As a minimum you should consider an Enhanced Will that provides protection for your assets for those you wish to inherit. 

You also have the advantage of being able to use a Trust for your main residance in order to provide protection of your legacy for those you wish to inherit, (subject to house value threshold).

Also the implimentation of Lasting Power of Attorney to give you the control and descisions over your assets and medical needs.


To have a conversation about your specific requirements and explore the impact associated with having these documents in place you can either Request A Call Back or Contact Us.

Couples

I have a partner (married or unmarried) with No Children under 18, What do I need?

As a minimum you should consider an Enhanced Will which includes a property protection trust, that provides protection for your assets for those you wish to inherit. 


Also the implimentation of Lasting Power of Attorney to give you and your partner the control and descisions over your assets and medical needs. Without it your partner cannot access joint accounts or your accounts.


To have a conversation about your specific requirements and explore the impact associated with having these documents in place you can either Request A Call Back or Contact Us.

I have a partner (married or unmarried) and have Children under 18, What do I need?

Your Will is a priority and must include the Guardianship provision, this allows you to nominate who will look after your children should the worst happen.

You should consider an Enhanced Will which includes a property protection trust, that provides protection for your assets for those you wish to inherit, especially if it is the children because the Enhanced Will uses a Trust to keep your assets secure until they are of age to inherit.


Also the implimentation of Lasting Power of Attorney to give you the control and descisions over your assets and medical needs. Without it your partner cannot access joint accounts or your accounts.


To have a conversation about your specific requirements and explore the impact associated with having these documents in place you can either Request A Call Back or Contact Us.

I have a partner (married or unmarried with or without Children) with No Mortgage What do I need?

As a minimum you should consider an Enhanced Will that provides protection for your assets for those you wish to inherit. 

You also have the advantage of being able to use a Trust for your main residance in order to provide protection of your legacy for those you wish to inherit, (subject to house value threshold).


Also the implimentation of Lasting Power of Attorney to give you the control and descisions over your assets and medical needs. Without it your partner cannot access joint accounts or your accounts.


To have a conversation about your specific requirements and explore the impact associated with having these documents in place you can either Request A Call Back or Contact Us.

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