Clarity, care and protection.

Your family’s future deserves clarity, care and protection. 
A properly written will ensures your assets are protected, your children are cared for, and, most importantly, that your mind is put at ease knowing your loved ones will be looked after.  

A will removes unnecessary stress and uncertainty at a time already filled with sadness, giving your family the clarity and support they need. 

Wills

Protect your family and give them peace of mind.

A will safeguards your assets and guides your loved ones when they need it most.

Lasting Powers of Attorney

Choose who you trust to make decisions for you.

Property & Financial Affairs and Health & Welfare LPAs provide complete protection and peace of mind.

Trusts

Protect your legacy for future generations.

Place assets in trusted hands to avoid issues like remarriage, disputes, or disinheritance.

POD Membership

Keep your will safe, secure, and always up to date.

Unlimited amendments, secure storage, and proactive updates as life changes.

How We Do What We Do

1

It starts with a conversation

Call, email, or chat. Let’s meet you—and let us introduce ourselves.

2

Free consultation

Video or phone. We guide you through the do's & don'ts of estate planning.

3

You decide

With clarity from our advisor, choose how you wish to proceed.

4

Relax

You decide, we do the work. Your Will is one step away.

5

Get it signed

Delivered to your door—sign it, and tick 'sort Will' off your list.

6

Keep it safe (Optional)

POD Membership stores it securely and keeps it current as life changes.

Trusts Explained

Life Interest Trust (LIT) Property-focused

Focuses on property. Leave your beneficial share in trust and set clear, flexible rules for the life-rent—protecting against remarriage, disputes, and care costs.

  • Protect from unintended inheritance via remarriage
  • Reduce fallout-driven disinheritance risk
  • Mitigate care-cost erosion of your share

Discretionary Trusts Versatile

A versatile framework letting trustees act in beneficiaries’ best interests, guided by your letter of wishes.

  • Help beneficiaries manage 2nd-generation IHT exposure
  • Maintain control and intent after death
  • Support beneficiaries who need structured help

Vulnerable Persons Trust (VPT) Purpose-built

Purpose-built to protect vulnerable beneficiaries, preserving support while ensuring careful management of funds.

  • Support without risking means-tested benefits
  • Trustee-managed funds for those unable to self-manage
  • Security and oversight tailored to individual needs