SJW ESTATE PLANNING
Gloucester, Gloucestershire, Gloucestershire
(3)
Gloucester, Gloucestershire, Gloucestershire
(3)
Hi, I am an Independent Estate Planning expert, and member of The Society of Will Writers. We follow the Estate Planning Practitioners code of practice. We are dedicated to helping you protect your estate in your lifetime and your children.
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3 customer reviews
Blanche
We the Ebony Carers group was very blessed and pleased with the clear information about wills, Power to attorney and other important info around the need to be secure in what financial or welfare needs one may face. This was clear to all. I hope many take the challenge and act on the info. Thank you Sim. My eyes have been open to so many things that I was not aware of. Kind regards. More...
Chris Collingwood
The will associates were brilliant, Sim who sorted my wife and I's will was very helpful, had a great knowledge and answered every question I ask. Would definitely recommend your service, top draw More...
Nick Baynham
A huge thank you to Sim Whitter for securing Melissa Booth and mine little ones future with our wills
Cheers massively good service and good cups of tea and chats too.
What do you love most about your job?
Helping clients to achieve their goals and to ensure that their wishes are carried out.
What inspired you to start your own business?
From a young age, it has always been my dream to work in a field where I can help people.
Why should our clients choose you?
Our Legal experts are Members of the Society of Will Writers & regulated by the SRA.
We provide a personal and professional Will Writing & Estate Planning service.
We hold indemnity cover for every Will for your peace of mind.
Our legal experts are here to help you and will visit you in your own home at a time suitable for yourselves.
Last Will & Testament
Why you should make a will?
Your will tells everyone what should happen to your money, possessions and property after you die.
• A Will makes it much easier for your family or friends to settle your estate when you die. Without a Will the
process can be more time consuming and stressful.
• If you don’t write a Will, everything you own will be shared out in a standard way defined by the law, which
isn’t always the way you might want.
• A Will can help reduce the amount of Inheritance Tax that might be payable on the value of the property and
money you leave behind.
• Writing a Will is especially important if you have children or other family who depend on you financially, or if
you want to leave something to people outside your immediate family.
• Some parents have had to sue their own children to get a share of their partner’s estate when their unmarried
partner dies. The law says that in this situation the children get everything.
Lasting Power of Attorney
Why should I have one?
What will happen if you lose the ability to make a choice,
You can no longer make decisions, legally without a voice,
Your mental capacity lacking through illness or just old age,
Your assets frozen, and placed in a vault with no access.
Your accounts and investments not accessible,
Your property can’t be remortgaged and you can't sell it.
Medical and care decisions made for you - you could be forced into care
anywhere around the country as well!
How can you avoid this nightmare of an ordeal?
You can stop your family facing a stress they don’t need to feel,
Select an Attorney and legally put them In place.
They can then act and make decisions for you - your family’s saving grace!
We can resolve these issues for you. We will explain in easy to understand terms.
Why not contact us today. Remember...................... Tomorrow is often too late.
Protective Property Trust
What is a Protective Property Trust?
An increasing number of people consider the possibility of a need for care in the future, and the financial impact it may have on them. A property protection trust enable you to save a portion of your property to pass on to loved ones.
They are well suited to you if:
– You would like to protect your estate and home against the cost of possible future care fees
– You want to ensure that your children receive at least half of the value of your house upon your death
– You’d like to ensure that your partner or spouse can continue to live in and benefit from your share of the property upon your death
Probate & Estate Administration
What is Probate?
- It is a legal document that is submitted when a person dies.
-It is needed before any administration of the deceased's estate can start.
- It can involve sorting out all claims, distributing assets left in the Will and making sure all legal and financial affairs are in order.
Funeral Plans
Why plan, and who will pay for Your funeral?
Purchasing a funeral plan enables you to pre-plan and pre-pay all your end of life services in advance. In doing so,
you enjoy peace of mind and key benefits:
• Since 2004, funeral costs have soared. A funeral plan helps to remove the emotional burden and much of the
financial worry from your next of kin at a time in their lives when they are least able to cope.
• Enables you to fix the cost at today’s prices thus shielding yourself from rising funeral costs, and also enables
you to specify precisely the details of your funeral arrangements.
• We want you to feel that you are in the safest hands if you choose to place your trust in our Golden Leaves
funeral plan.
Why pre-pay?
Pre-paying for your funeral using one of our Golden Leaves Funeral plans not only takes a weight off your own
shoulders but also makes it easier for those you leave behind. We offer a range of funeral plans which offer you the
chance to create your own unique arrangements, in advance and at a fixed price that.
• Save on average 30-50%
• Can be purchased through a direct payment or through monthly instalments.
• No medicals, just one of our experienced consultants, will visit you and explain.
• Funeral director’s costs set to at today’s prices - protects against the annual rising costs of funerals.
• No intrusive medical health checks - acceptance is guaranteed.
