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We are passionate about protecting you and your loved ones. We offer free advice on all aspects of estate planning. Contestation-proof Wills. Protection against Care Home Fees. Protection against Inheritance Tax. Protection for loved ones inheriting during divorce or bankruptcy. Lasting Powers of Attorney to ensure your loved ones can administer your finances and healthcare needs if you are incapacitated. Funeral plans where you can buy a funeral at today's prices and use it later, regardless of the soaring costs of funerals. We take your circumstances, needs and attitude to risk and advise on the best options for you. We can work with clients around the UK and recommend an initial consultation to enable you to fully understand the options available to you which may be more beneficial than a simple Will on its own.
Enabling people to ensure that their loved ones actually end up getting what they want them to get. A basic Will doesn't necessarily do that. Also, the sense of relief clients have knowing that their estate planning is done and they can get on with their lives knowing that their loved ones are protected, is really rewarding.
I'm a people person. I want to work with people as they want to be worked with, not according to a corporate tick sheet or a grim determination to work through a presenter folder. I do not set sales targets as I wish to operate entirely ethically. In this way starting Oliver Lee Estate Planning was a better fit for me than working for a large, faceless firm.
I listen and I care. It's that simple. Effective estate planning is about my client, not me. My job is to provide the information people need to make a sound decision, not to railroad them down any particular route. In fact I can honestly say that it is ALWAYS my clients telling me what they want and never me telling them what they should put in place.
I have lost loved ones myself. I know that this is an emotive subject. I've been there, both as a beneficiary and a person planning my estate. I want my clients to be absolutely confident that they're in safe hands.
Yes, we can do everything by Zoom, email and post.
We have systems in place to ensure we can work with clients entirely remotely.
