What we do;
1. We train and provide CPD courses for people working in the profession.
2. We draft estate planning documents for our consultants and where appropriate raise issues which we believe need addressing through further contact with the lay clients.
3. We deal with our consultants’ telephone queries.
4. We maintain a substantial library of information relevant to the profession and which we make available to our members.
5. Our consultants work with Premier Solicitors www.premiersolicitors.co.uk
who provide all usual legal services to the general public.
PROPERTY PROTECTION WILLS
ASSET PROTECTION INSTRUMENTS
DECLARATIONS OF TRUST
– FUNERAL PLANS –
– POWERS OF ATTORNEY –
GENERAL POWERS OF ATTORNEY
LASTING POWERS OF ATTORNEY
[PROPERTY & AFFAIRS / HEALTH & WELFARE]
– CHANGE OF NAME DEEDS –
We do not deal with or contact our consultants’ clients. We do not take instructions from anybody except our consultants. Our consultants do not give tax advice and any discussions on tax issues is on the basis that the client must will take his own advice from an accountant or tax expert. All instructions are submitted to us via email only. We are not equipped to deal with hard-copy mail. All our responses are by email only.
Members of the public who wish to avail themselves of our services can only do so through their local consultant. See our consultants’ list.
Every document is dealt with by experienced legal staff and is scrutinised by a lawyer .
We work for our consultants; they do not work for us.
Need a will? Why can’t I buy a will-form from Smiths and do my own?
Go ahead. However, a will form won’t ask you the sort of questions you ought to address for such an important document. Who will be my executors and trustees?
What if I have a disabled child who may go into care when the surviving parent dies? What about my step-children? What about my divorced partner? Regarding my real property, what is the difference between a life interest and a right of occupation?
Can I leave my partner a life interest in my entire estate and why would I want to do this? When would I need to consider these options? What are mutual wills and when should I have one?
When can I use a codicil?
How can I make sure my children get my property and not have it disposed of by my surviving partner before he / she dies?
Why is secure storage of a will important, and who will store it for you?
These are just a few questions which any will writing practitioner might ask you. And if you don’t know the answers already, he can explain it to you.