Heritage Estate Planning

These documents are so important for all adults. Without a registered Lasting Power of Attorney in place, if you lose mental capacity, your finances (such as your bank account) could be frozen and the people closest to you will be unable to make health and welfare decisions for you. We offer free consultation meetings so that all of your questions can be answered before you decide to work with us.

If you are a company Director or Partner and/or have a controlling interest in that business then a business Lasting Power of Attorney is essential to ensure your business can continue if you lose mental capacity. Business Bank accounts are usually frozen if a signatory loses capacity and this can be disastrous if your have contracts, bills or staff to pay. Our specialised service aims to understand you and your business to ensure you have a robust document in place which works alongside your Articles of Association and shareholder agreements.

There are many different types of trust that can either be included within your will or on a standalone basis. Trusts can be vital in estate planning to protect your assets and ensure they remain in your family line. We offer free consultations so that you can ask as many questions as you need to before you decide to work with us.

With the cost of funerals rising every year, more and more people are looking to secure their funeral at today's prices and provide peace of mind for their family that their wishes are recorded and will be arranged when the time comes. With a range of options and payment plans available we are confident we can help you choose the plan that's right for you.

If you are a named Executor in a will but don't have the time or resources to deal with all aspects of that role, we are here to help. We provide a Grant application service where we ensure that all of the correct tax and probate forms are completed together with gathering together all documentation to support the application. Alternatively, we also offer a full estate administration service where everything is dealt with including the distribution of the estate. All consultation meetings are free so you can ask as many questions as you need to before you decide to work with us.