Caledonia Will ServicesCertificate of Excellence 2019
Auchterarder, Perth and KinrossElite Pro (25 Reviews)
Caledonia Will Services are a professional and ethical Scottish Will Writing & Estate Planning company and all our Consultants are trained in accordance with the Society of Will Writers and Scottish Law. We are a network of experienced and fully trained Consultants who will help you create the Will you want and advise on all of your estate planning requirements. We can also help with Power of Attorney, Trusts, Funeral Plans and Executry Services. Simply contact us and put your mind at rest by having your affairs dealt with professionally and affordably in the comfort of your own home. All visits are at no obligation.
Caledonia Will Services Reviews
Caledonia Will Services
Caledonia Will Services Q&A
What do you love most about your job?
The most rewarding part of my job is meeting my clients and being able to help with them their affairs
What inspired you to start your own business?
I like to have complete control over the whole process so I can personally ensure excellent customer seervice.
Why should our clients choose you?
I understand the subject matter is sensitive and I try to make things as easy as possible for my customers. I happily discuss the process in layman's terms and endeavor to make the whole experience as agreeable as possible. Going forward I keep in touch with my clients and provide free reviews where necessary.
Caledonia Will Services Services
Wills & Estate Planning
It is hard to think about a future we may not be around to see but being prepared can ensure your wishes are fulfilled and your loved ones are taken care of. Whether you wish to rewrite your will or are organising one for the first time, Caledonia Will Services can provide advice on different types of wills and estate planning available. * A standard will * Discretionary trust will * Inheritance tax planning will * Will ‘health check’ * Property trust will
Power Of Attorney
Nobody likes to think that things could one day take a turn for the worst but planning for the unexpected could protect your loved ones and your assets if an emergency should occur. Caledonia Will Services can help you make the right choice when selecting a power of attorney and then take care of all the formalities. Without a power of attorney in place, the alternative process is guardianship, which can be distressing for loved ones, as it is a lengthy, expensive application that goes through the courts. We can take the stress out of organising power of attorney, which constitutes: *Signing documents *Handling financial affairs *Arrange care *Withdraw money *Making decisions on welfare matters
Ensure that your wishes are carried out when you are no longer here by talking to Caledonia Will Services about our inheritance solutions. We can offer unbiased, honest advice about the best options to suit your needs and take care of all the documentation and formalities once you have decided on a course of action. The variety of inheritance services we offer means that you and your family can be covered into your retirement and beyond with minimal stress. When the time comes you can count on us to distribute your assets according to your wishes and assist your family with any additional affairs. We can help with: *Inheritance tax planning *Long term care solutions *Continuing and welfare power of attorney *Living will (advanced medical directive) *Executor services *Pre-paid funeral plans
There are many reasons why people decide to create a trust. Whether because of personal or business motivations, Caledonia Will Services can advise on the most suitable trust and handle all the paperwork. We offer objective, honest advice and aim to keep the process simple and hassle-free. These are just a few of the trusts we can set-up in order to protect your assets and make sure they reach the right people. *Children’s Trust *Disabled Persons Trusts *Business Trusts *Discretionary Trusts *IHT Trusts *Pilot Trusts *Asset Protection Trusts
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