Family Wills York

Things you might want to discuss

• Basic Wills
• Family Wills that protect the things you've worked hard for, for your family and their families
• Trusts which enable you to leave your business to your family in the most tax-efficient way
• Trusts which protect your home from care fees should both of you need care before one of you passes away
• Lasting Powers of Attorney to enable your family to look after you when you're less able to do things for yourself
• Deputyship for children with disabilities who will not be able to manage their own finances from age 18
• Deputyship for elderly people who  haven't put in place Lasting Powers of Attorney before the onset of dementia, for example

How I help you to make an informed choice
You get a FREE Family Will Consultation & Report to help you understand the options available to you based on your family circumstances and I discuss with you a Recommendation and Options Report so that you can make a fully informed decision.

You only pay when you decide to go ahead.

I go through the 6-step Will process* at your pace, fitting around your family life and work.

Daytime and evening appointments are available at home or by zoom.

* Wills & LPAs process

Step 1 – initial chat about your family circumstances and options to consider

Step 2 – complete a questionnaire

Step 3 – discuss Recommendation & Options Report

Step 4 – instructions and payment

Step 5 – check instructions and sign T&Cs

Step 6 – receive documents to sign and keep safe

Step 7 – for Lasting Powers of Attorney – signed documents are checked and sent to OPG (Govt department) to make them legal