Clear, fixed-fee estate planning — explained in plain English.
Will Writing
A properly written will is the single most important step in making sure everything you've worked for passes to the right people. Lee will help you set out your wishes clearly, so your loved ones are looked after and there's no confusion later on.
Single wills tailored to your personal circumstances
Mirror wills for couples who want matching arrangements
Provision for vulnerable beneficiaries who need extra care
Appointing guardians for your children, so they're cared for by people you trust
A Lasting Power of Attorney (LPA) lets you choose someone you trust to make decisions on your behalf if you're ever unable to do so yourself. There are two types, and Lee usually recommends putting both in place for complete protection.
Property & Financial Affairs LPA — lets your chosen person manage things like your bank accounts, bills, pension and property.
Health & Welfare LPA — covers decisions about your care, medical treatment and day-to-day wellbeing.
Having both means your finances and your care are covered, whatever the future holds.
A trust can be a straightforward way to protect family assets and make sure they're passed on the way you intend. Lee will explain in plain English whether a trust is right for you, and arrange the most suitable type for your situation.
Simple asset protection trusts to safeguard what matters most
Property trusts to help protect the family home
Discretionary trusts where flexibility for your beneficiaries is needed
Clear, jargon-free guidance on what a trust can — and can't — do
Life rarely stands still, and an out-of-date will can cause real problems — in some cases it can even become invalid. It's worth reviewing your will whenever your circumstances change, and Lee makes it simple to keep everything up to date.
After getting married — which can automatically revoke an existing will
After a divorce or separation
When you have new children or grandchildren
After moving house or a significant change in your finances
Following a bereavement that affects your existing arrangements