Union Estate Planning
Evesham
Evesham
Intelligent Estate Planning - protecting your hard earned assets
Your home, savings and business are all vulnerable to substantial loss or falling into the wrong hands after your death. Whether you want to secure a specific legacy with a children’s trust fund, or reduce inheritance tax for the next generation, UNION Estate Planning is here to help.
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What do you love most about your job?
I love the variety. No two clients are the same. Relationships and family dynamics are very important when I am advising clients on how their wishes can be satisfied as regards the distribution of their estates.
Why should our clients choose you?
I have been an estate planner for over 15 years and in that time I have built up a wealth of experience. I provide a personal service and the work is tailored to the client's needs at an agreed fee.
Can you provide your services online or remotely? If so, please add details.
I am happy to take instructions remotely but I do like to be present for the signing of documents as, if that is done incorrectly, it can invalidate them.
What changes have you made to keep your customers safe from Covid-19?
If a client would prefer not to meet face to face then I am very happy to take instructions remotely. I do like to be present for the signing of documents and during lockdown witnessed signatures through various windows!
Wills & Trusts
Drafting of Wills & Trusts
Lasting Powers of Attorney
Production of Lasting Powers of Attorney and submission for registration to the Office of the Public Guardian
