Comprehensive Estate Planning Review

Comprehensive Estate Planning Review

Estate Planning Consultations may take place at your home, our offices, an alternative location of your choice or by a pre arranged telephone conference.

Initially in order to ensure you receive the best possible advice from one of our experienced professional Estate Planning Consultants is an initial appointment. In this appointment the Consultant will seek to discover your goals, the value of your assets and to discuss some of the options available to you.

Should you be happy with our Consultant’s recommendations and wish to continue, your formal instructions will be taken by our Consultant. Your Consultant will then pass on to our legal team with the information you have provided so that they can draft an Estate Planning Strategy to fit your needs.

In a further appointment with one of our professional Estate Planning Consultants, an Estate Planning Strategy designed to fit your exact needs will be presented to you in writing. The Consultant will then explain how each part of the Strategy will work together to fulfill your goals.

If you decide to proceed the Estate Planning Consultant will supervise the Attestation of the legal documentation which make up your Estate Planning Strategy. The Company will then register the appropriate documentation to fully implement your Estate Planning Strategy.

If at any time in the future you wish to make any amendments to your Estate Planning Strategy, we will always be available to assist you.


Widow Seeks Deceased Husbands Secret Assets
England and Wales Courts to Appoint Guardians of Property and Affairs of Missing Person
Daughters Proprietary Estoppel Claim Wins Her Third of Farm Value
Sussex Man Penalised for failing to Reveal Lifetime Gift to Executers
Treasury Abandon Plans for Single Inheritance Tax Nil Rate Band to be Divided Between all of Individual Settlor Trusts
Prison for Solicitor who Overcharged Clients
Woman who Disowns Mother Fails at Claim on her Estate
Brother Rejected as Deputy for Failing to Notify Relatives
Courts Rule Wealthy Beneficiaries Entitled to Anonymity
Insurers of Negligent Solicitors Ordered to Pay All Costs of Both Parties
Widow Wins Fight to Bury her Soldier Husband
Conservative Party Promise £1,000,000 Homes to be Inheritance Tax Free
Large Number of People Now Receive Substantial Legacies

34 Clarence Street, Southend-On-Sea, SS1 1BD

Telephone: 01702 414 100