WILLS, TRUSTS & ESTATE PLANNING

Knowing how to deal with end of life situations can be confusing.

We can guide you through the options for your care and that of your family.

Preparing for your passing can be hard to contemplate.

We can help you by ensuring your wishes are carried out, whether that is for your care, for your end of life, for after you have gone or for helping your loved ones.

Wills

Including Basic Wills, Mirror Wills, Family Protection Wills, Tax Efficient Wills & Property Protection wills.

Trusts

Including Estate Protection Trusts, Home Protection Trusts, Children's Trusts, Disabled Discretionary Trusts & Discretionary Gift Trusts.

Lasting Power of Attorney

You can make decisions on someone’s behalf if they appoint you using a lasting power of attorney.

Executor & Probate Support

Assisting you with the important task of Estate Administration.

Document Storage

Keep your irreplaceable paperwork safe & confidential.

Funeral Plans

Ensure your family has less financial responsibility when you die by preparing with a funeral plan.

The Financial Conduct Authority do not regulate wills, trusts, estate planning and lasting power of attorney.

Funeral Planning is not part of the Quilter Financial Planning offering and is offered in our own right. Quilter Financial Planning accept no responsibility for this aspect of our business. Funeral Plans are offered by referral to a third party.

Will Writing & Lasting Powers of Attorney are not part of the Quilter Financial Planning offering and are offered in our own right. Quilter Financial Planning accept no responsibility for these aspects of our business.

Funeral Plans is not part of the Quilter Financial Planning offering and is by referral only. Quilter Financial Planning accept no responsibility for this aspect of our business.

Our Fees

Wills

Single Will

£234.00

Mirror Will

£354.00

Single Will Trust

£470.00

Mirror Will Trust (PPT)

£595.00 (includes Severance of Tenancy)

Lasting Power of Attorney

LPA Property & Affairs

£354.00

LPA Health & Welfare

£354.00

Discounted for 2x LPAs

£534.00

Discounted for 4x LPAs

£930.00

LPA Registration Fee

£82.00 (Payable to Office of the Public Guardian per LPA)

Lifetime Trusts

Single Lifetime Trusts

£2640.00

Joint Lifetime Trust

£3000.00

Trust Registration

£180.00

Additional Fees

Optional Secure Storage

£180.00 One off fee

SAFEGUARD

You have spent your whole life working hard for what you own.

Act now to safeguard your estate for your loved ones after you have gone.

At Willow Tree Financial Services we can help you to decide options for your care should you become incapacitated and to memorialise your wishes so it is clear to your family your preference for funeral arrangements.

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External Link

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