Client Services
Our Client Services
Our Client Services
Peace
of
Mind
With
Legal
Protection
WILLS & ESTATE PLANNING
Do
you have
a will?Are
your
loved
ones
at
risk
of
financial
abuse and need protecting?
Has a loved one died and you need advice about dealing with the estate Have you pre paid for your Funeral Expenses
Do you want advice about ways to plan for potential care home fees in the future?
Contact us today for Friendly Advice and Support
01
WILLS
Wills and Trusts Management offers a more deep and personalised approach to manage your wealth. An approach that is tailored around your family and the legacy you wish to leave
Wills and Trusts Management offers a more deep and personalised approach to manage your wealth. An approach that is tailored around your family and the legacy you wish to leave
02
POWER OF ATTORNEY
A lasting Power of Attorney allows you to appoint one or more people to help you make decisions or to make decisions on your behalf about your health and wealth fare and/or regarding your property and financial affairs.
This gives you more control over what happens if you have an accident or an illness and cannot manage your own decisions
We can help by assisting. you and your family to set up power of attorney to give you peace of mind knowing that someone you can trust is in charge of your affairs when needed.
03
DEPUTY/ COURT OF PROTECTION
The Court of protection handles decisions on financial and welfare matters for individuals who are not considered legally mentally capable of making decisions for themselves due to an illness or a development condition.
One of the most common types of applications to the Court of Protection is an application for deputyship.
We can support you in making an application to the court of protection which offers a legal safety net for those who no longer have mental capacity of their own and ensures protection against abuse and peace of mind knowing that your loved ones affairs are being managed.
04
DEALING WITH A LOVED ONES ESTATE AFTER DEATH
Probate is the entire Process of administrating the estate of a person who has died. this involves organising the money, assets and possessions according to the persons will and distributing them after paying any taxes and debts.
Before the process can start the executor person named in the will or where no will a. person who takes charge usually needs to make an application for a grant of probate, a legal document that gives authority to deal with the persons death estate.
We can assist with completing the paperwork and applying for probate on your loved ones behalf after death. We can also assist by being appointed as a professional executor either after the death of a loved or be named in your will to deal with yours or your loved ones estate after death.
05
FUNERALS & PLANNING FOR CARE FEES
Funerals
Many people worry that. when they die, they won't leave enough money for their funeral and those organising the arrangements will be left with the bill, with a funeral plan or pre paid funeral costs paid for in advance, will reduce funeral costs and give you peace of mind that most of the costs will be taken care of and your funeral wishes will be respected. We work with local funeral directors who can assist you further.
Planning Care Fees
Planning for care fees now can give you peace of mind for the future and ensure you still have something to pass on to love ones when you die.
If you ever need to go into a care home as you may be aware care home fees are forever increasing. It is important to remember not all care home fees are free. A first step is to arrange to have a financial and health and welfare Lasting Power of attorney LPA. The PLA will allow you to appoint family or friends who you trust to manage and look after your affairs in the event you are not in a position to be able to do so yourself.
This will provide a voice for someone who cares about you and who knows your preferences best, to advocate on your behalf with social services and other professional including the NHS and care home staff.
We can assist you with setting up and applying for Lasting Power of Attorney.
There are also other services that we offer to plan in case you ever need to go into a care home. Please feel free to contact us by telephone for a free friendly chat or simply complete the contact form which can be found under the heading contact us and we will contact you as soon as possible.
Established Trusted Professional Service established in 2007. We offer advice and range of Services which can be carried out either at a home visit or by attending our office for an appointment at a time and date convenient for everyone.
A FRIENDLY AFFORDABLE QUALITY SERVICE
Home Visits and Office Appointments