what we do

Secure your home & Family

Rather than just pushing products onto you, we like to meet with you and understand your needs. We then run through all of the scenarios with you, to establish what options work best for you. The best way to find out more is to book a consultation with us, however if you would like to find out a little more about what we offer, then please read below.

what we do

Wills

Did you know that the majority of parents haven’t written a will? Whether you have a young family or a grown family, you’re never too old to sort this out. Writing a will is one of the most important things you will ever do, and it is so easy to make mistakes, so it’s important to get it right by working with someone you can trust.

So from helping you appoint guardians and trustees, to the legal paperwork, we can help you put this in place. So do something your family will be thankful for and speak to one of our team today about setting up a will and get a legacy plan in place.

what we do

Trusts

Trusts can be set up for many reasons, whether tis be to control and protect family assets or pass on assets when you are no longer with us. Essentially they are there as a means to manage assets (property, money, etc) for people. There are different types of trusts and all have different financial implications, so it can feel like a bit of a maze. We can work with you to understand your requirements and to find the best solution for you.

what we do

Power of Attorney

It can be difficult to think about a time where you may not be able to make your own decisions, however it is a necessary step in ensuring that you and your loved ones are prepared. A lasting Power of Attorney is a legal document that lets you appoint one ore more people to help you make decisions or make decisions on your behalf. This can be in the case of if you had an accident or an illness in which you cannot make your own decisions. It can be quite time consuming and sometimes feel a little overwhelming trying to set this up. We can be on hand to help guide you through the process, so you can have total peace of mind for the future.

what we do

Probate

Probate is the process of obtaining the legal rights to distribute the assets, i.e the property, money and possessions of a loved ones estate. It can be very complicated and can take
a long time. We understand it’s not an enjoyable subject to tackle, and in some cases can be quite emotional and stressful to deal with.

Our probate services are tailored around you. Meaning we can provide as much or as little help as you need in dealing with Probate issues.

Our Processes

Initial
Consultation
/ Fact Find

The client chooses the option to proceed.
90% of the time this is done in the first meeting

Draft Documents
sent & approved
by Client

Attestation (Final documents signed, audited & registered with necessary authorities)

Storage
(Documents stored
by us, optional)

what if's

The answers you look for

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