What is Estate Planning?
Estate planning is the process of arranging and managing an individual's assets during their lifetime and distributing those assets after their death in respect of their wishes. It involves making decisions about how one's assets (including property), investments, savings, and personal belongings, will be distributed to heirs, beneficiaries, or charitable organizations.
Estate planning aims to minimize taxes, avoid probate (the legal process of validating a will and distributing assets), protect assets from creditors, and ensure that one's wishes are carried out efficiently and effectively. It's a crucial aspect of financial planning for individuals and families to provide for their loved ones and preserve their legacy.
It’s time to put a plan in place
Partnering with The Secure Will Company, we can help you understand the many benefits that can be achieved by planning ahead. Many people put off getting a will, dismissing it as something to do later in life, but it’s better to plan for all the possibilities and start now to protect your loved ones. We will provide the helping hand needed to make those tough decisions and provide that much-needed peace of mind.
Whether you need advice on your will or require a full estate planning service, Secure Wills can provide everything you need to make the process easier. Their goal is to listen and work with you to reach a solution that suits your specific needs—no generic options. With a personalised approach to wills and estate planning, ensuring you have access to the support needed to make even the most difficult decisions.
This is a sensitive topic for many people. We understand how it can feel to have to start this process, so our team of advisors are trained to handle the matter with care and make sure you are listened too.
What services are available?
A few services that are provided by the Secure Wills Company are as followed:
- Wills
- Lasting Powers of Attorney (LPA’s)
- Secure Will Storage
- Property Trusts
- Probate Services
Please note:
Our Wills & Estate Planning Service is arranged by introduction only to The Secure Wills Company.
