Estate Planning Services
Clear, professional estate planning support for individuals and families
At Together We Plan, we help people put the right arrangements in place to protect themselves, their families and the future they are building.
Whether you need a straightforward Will, Lasting Powers of Attorney, inheritance protection planning or more comprehensive estate planning support, we take time to understand your circumstances and explain your options clearly.
Our aim is simple: to help you make informed decisions with confidence.
Our Services
Will Writing
A professionally prepared Will helps ensure your wishes are clearly documented and that the people you choose benefit from your estate.
We will guide you through the process, explain your options and prepare a Will tailored to your circumstances.
Lasting Powers of Attorney
A Lasting Power of Attorney allows trusted people to make decisions on your behalf if you become unable to do so yourself.
We help clients put both Property and Financial Affairs and Health and Welfare LPAs in place, providing protection and reassurance for the future.
Learn more about Lasting Powers of Attorney
Will Trust Planning
For some families, additional planning may help provide greater protection around inheritance and how assets are passed on.
We can advise on whether Will Trust planning may be appropriate for your circumstances and explain how different arrangements work.
Learn more about Will Trust Planning
Estate Planning
Some clients require more comprehensive planning, particularly where larger estates, inheritance tax concerns or wider family considerations exist.
Where appropriate, we work alongside specialist professionals to help clients explore more advanced estate planning options.
Learn more about Estate Planning
Secure Document Storage
Keeping important documents safe and accessible can be just as important as creating them.
We offer secure document storage options to help ensure your planning remains protected and easy to locate when needed.
Executor Help
Losing someone is hard, but when you have been appointed as their executor it can become overwhelming. The right help at the right can be a relief and, with ever more complex estates, a very good idea. Inheritance tax rules changes, blended families and even just dealing with the the different limits that banks have on deposit releases can be frustrating. We provide help in different ways - from simple fact sheets to help the DIY Executor, to full administrative support for those that would rather know things were being done right.
Learn more about Executor Help
Not sure which service is right for you?
Many people are unsure which arrangements they need and do not want to make decisions without understanding their options first.
Our Protection Assessment can help you understand what level of planning may be suitable for your circumstances, from straightforward planning through to more comprehensive protection arrangements.
Take the Protection Assessment
Why choose Together We Plan?
✔ Member of the Society of Will Writers
✔ Clear fixed-fee services
✔ Friendly, professional guidance
✔ Face-to-face, telephone and online appointments available
✔ No jargon and no unnecessary complexity
We believe estate planning should be clear, understandable and tailored to the people who matter most.