Estate Planning Packages
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Planning your estate properly often involves more than just writing a Will.
That’s why I offer carefully structured Estate Planning Packages — combining several essential services together to give you complete protection and better value for money. By choosing a package, you benefit from:
A more comprehensive plan
Documents that work together correctly
Additional services often required when setting up certain trusts
Cost savings compared to purchasing each service separately
Every package is designed to ensure your estate plan is legally sound, tax-aware, and tailored to your personal circumstances. If you're unsure which option is right for you, I’m happy to talk it through — just get in touch.
Will & LPA Package
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Single: £1065
Mirror: £1305
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This package includes:
Will(s)
Two Lasting Powers of Attorney each (Property & Financial Affairs and Health & Welfare)
This package ensures both your estate and decision-making powers are protected during your lifetime and after death.
Excludes the Office of the Public Guardian (OPG) registration fee of £92.00 per LPA.
Premier Package
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Mirror: £1600
For couples only
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The Premier Package includes:
Will (per person)
Up to two trusts per Will
A Letter of Wishes for each trust
Two Lasting Powers of Attorney each (Property & Financial Affairs and Health & Welfare)
This package is designed for those who want maximum protection, flexibility and full estate planning support in one complete solution.
Excludes the Office of the Public Guardian (OPG) registration fee of £92.00 per LPA.
Property Protection Trust
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Single: £550
Mirror: £650
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Property Protection Trust (PPT) Includes:
Will(s)
Severance of tenancy
Life Interest Trust for your property
This package is commonly used by couples who want to protect their share of the family home for children while allowing the surviving partner to remain living there.
Right Of Residence Package
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Single: £500
Mirror: £600
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Right of Residence Package (ROR) includes:
Will(s)
Severance of tenancy (if required)
Right of Residence Trust
Designed to allow a chosen person to live in your property for a specified time, while protecting the capital for your chosen beneficiaries.
Ready to Take the Next Step?
Ready to Take the Next Step?
Choosing the right package is about clarity, confidence, and knowing you’re properly looked after. If you’re unsure which option is right for you, I’m here to help.
We can have an informal conversation about your circumstances, your goals, and what level of support would suit you best.
Get in touch today and let’s build a plan that works for you.
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