We provide confidential and discreet consultations by our qualified professional will and estate planning consultants. Whether you prefer communication via phone, email, or in-person meetings, we accommodate your needs. We focus on making the process as understandable and straightforward as possible.
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What do you love most about your job?
Every appointment we sit means we have helped secure someones future.
Why should our clients choose you?
Whether your will needs a refresh after years of changes or you've yet to take the first step in estate planning, we're here to navigate you through the process seamlessly, ensuring you achieve peace of mind. Our approach is direct, approachable, and devoid of confusing terminology, aiming to make your estate planning journey straightforward, transparent, and free from stress. Located in Worcester, our reach extends throughout Worcestershire, Herefordshire, Gloucestershire, and the West Midlands , offering our expertise to many clients.
Can you provide your services online or remotely? If so, please add details.
We can offer a free home consultation as well as online or over the phone.
Will Writing
THE IMPORTANCE OF WRITING A WILL:
In the UK, over half of the adult population lacks a will, with reasons ranging from a perception of youthfulness rendering it unnecessary to concerns about the expense not justifying the value of their assets.
At Future Estate Planning, we understand the pivotal role of drafting a will and the potential complications for those left behind without this crucial document. In the absence of a will, intestacy laws come into play, often allocating assets in ways that may not align with your wishes or those of your family. Wills do more than distribute financial assets; they also convey your preferences for who should care for your children, among other important decisions.
Lasting Powers of Attorney
SAFEGUARD YOUR DECISION-MAKING ABILITY
There may come a time when managing your financial or personal well-being becomes impossible without the assistance of someone you trust, whether a family member or a close friend. A Lasting Power of Attorney (LPA) is a crucial legal tool that empowers you to appoint one or several individuals to decide on your behalf should you become incapacitated. Without an LPA, no one is legally authorised to handle these decisions for you, which can lead to your family facing complex and costly legal procedures to step in.
Future Estate Planning excels in crafting Lasting Powers of Attorney, guiding you to make informed choices tailored to your situation. We ensure that all necessary legal paperwork is meticulously prepared with clear instructions so you can live in the moment, free from concern about the future.
Trusts - Property & Discrectionary
SECURING YOUR LEGACY
A trust establishes a legal framework in which a designated person (trustee) manages assets to benefit someone else (the beneficiary). These assets include money, property, stocks, and bonds.
Setting up a trust offers numerous advantages, such as reducing the beneficiary's future tax burden and maximising the inheritance for your loved ones. Trusts are a robust tool for preserving your wealth and assets for future generations. They are an efficient method for handling assets on behalf of individuals unable to do so themselves, like minors or those with specific disabilities.
While trusts are valuable for asset planning, they demand specialized knowledge and professional oversight to ensure they comply with legal standards and offer maximal protection. At Future Estate Planning, we simplify the trust establishment process, ensuring you benefit fully from what trusts provide.
