Wills, Lasting Power of Attorneys & Further Care Planning Documents

Further consultation is at the hourly rate.  Standard hourly rate is £220 and 20% discount is given where Bundles are purchased. All invoices are payable within 2-7 days and deposit on instruction must be given before work commences  Documents include 55 minutes consultation each via video or 'phone.  Additional consultation or appointment may be booked at usual rate).

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Advance Care Plan Plus Document presented in a robust, wipeable folder    

£195

 

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Advance Directive / Living Will

£110  (free when Advance Care Plan Plus is purchased) 

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Right to stay and die at home planning

with Document of Decisions                       

£420

​(fixed price includes 2 hours consultation with the document. Additional hours may be booked)

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For a Will :

Initial Consultation                                    

Free               

Initial taking of instructions for a will           

Free

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GREAT VALUE FIXED PRICE WILLS :

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FIXED PRICE STANDARD WILL WITH UNLIMITED CLAUSES   

£225

FIXED PRICE STANDARD SINGLE TRUST WILL  

£570

FIXED PRICE STANDARD TWO TRUST WILL  

£900

 

Letter of Wishes                                                   

£120

(Includes one to three items/wishes such as funeral instructions and Will exclusion instructions, thereafter it is £60 per additional item - NOW ALL INCLUSIVE.  PUT IN AS MANY INSTRUCTIONS AS YOU LIKE

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A letter of wishes is a non-binding guide that sits alongside your will to help executors and trustees understand your personal preferences. You need one because it offers privacy (where a Will is made public when it takes effect and the Letter of Wishes is not public), stays flexible for easy updates without rewriting a legal will, and handles sensitive or minor details that do not belong in a formal contract.  You might use if for :   

• Funeral plans: State if you want a burial or cremation, plus choices for music, flowers, or clothes.

• Personal items: List small gifts like jewellery, photos, or books for specific friends and family.

• Child care: Give advice to legal guardians on schools, hobbies, or raising your kids.

• Trust guidance: Tell trustees how you want them to hand out money from a trust fund.

• Explaining choices: Write down why you left someone out or gave one person more than another to stop family fights.

• Pet care: Share details on how to look after your pets

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Letter of Wishes to include business arrangements

£210

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(Will Includes Comprehensive Review questionnaire when taking instructions)

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COMBINE FIXED PRICE STANDARD WILL OR STANDARD TRUST WILLS WITH LPA BUNDLE FOR GREAT SAVINGS

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Standard Mirror Wills

Standard fixed price of £450 reduced to £400 for mirror wills                                   

(subject to client requirements)

 

Additional Will Clauses                        

From

£80   NOW ALL INCLUSIVE WITHIN A FIXED PRICE STANDARD OR TRUST WILL 

Variety of clauses such as a guardianship clause for children, pet protection and digital asset clause, substitute beneficiary and "cover all" clauses. All standard clauses now included in fixed price Will

(All clauses and trusts are subject to client requirements and complexity)

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Contact me for a fixed price reduced quote on a Trust Will

Will Trusts                                                 

from  

£349

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Minors Trust (to18 or more)

£349

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Business Continuation Trust

£349

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Discretionary Trusts                             

from  

£349

(A gift of residue can be held for any period rather than being gifted outright, which can be useful when children are in need of protection such as drug or drink dependency)

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Disabled Persons Trust                     

from  

£399

(A gift of residue can be held for any period rather than being gifted outright, which can be useful when a child is disabled and will need ongoing support throughout their lifetime and this trust will not affect any means tested benefits they receive)

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Life Interest Trust (sometimes known as a

Protective Property Trust)                        

from 

£349 per Will  

£649 for married couples.  

Puts the family home into trust for the children whilst allowing clients to live in the property

Right to Occupy Trust (life interest trust)         

£349​

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Charity Discretionary Trust                    

from  

£75

Pet Trust                                                          

£149

IOU Loan Trust                                        

from  

£450

These are often used for unmarried couples to mitigate IHT.  It allows the surviving partner to "borrow" from the estate of the deceased thereby creating a debt to the estate potentially reducing IHT

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Flexible Life Interest Trust      (FLIT)       

from  

£525

Subject to client requirements and complexity        

A particularly flexible type of life interest trust (IPDI) and a property trust combined which can be converted to a different type of trust at any point in the future.

​(subject to client requirements)

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Severance Joint Tenancy                                 

£140

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Great Value Lasting Power of Attorney for Health

or Finance 

£249   

Bundle the two for further savings

£460                                                    

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(subject to client requirements and additional specific clauses if needed from £80 documents inc 55 mins of free consultation)

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Professional Certificate Provider for LPA           

£90          

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Business Lasting Power of Attorney         

£450   

(subject to client requirements and complexity)      

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A Will :  may include additional costs of specialist clauses, trust clauses, consultations for planning depending on the complexity of your requirements.  May include expert's at their own rates eg accountants for specialist tax advice.  This is especially true where a business requirements, business executors and clauses need to be included within your Will. 

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Work can only commence and costs will only be incurred after the client has received and signed the regulatory documents such as Terms of Business, ID and client authority and paid the deposit. 
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Unhappy Beneficiary Consult                            

£99   If this results in a mediation, this sum will be refunded within the price of your mediation track

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Post Death Life Support Service                                         

Three Packages available

From notification of a death    

 

Life Support Pack One                                      

Post Death Life Support 

£525

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Life Support Pack Two

Funeral or Living Funeral                                  

£425

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Life Support Pack Three

Combined Three Service Package

£1,195                   

(subject to client requirements )

(invoiced within 7 days of booking)

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Registration with the National Wills Register       

£50

(costs subject to NWR updating charges)

We believe this is a must.  Executors and beneficiaries can be unaware of the whereabouts of a will so this ensures that there is execution of the will; that it therefore is correctly distributed; and ensures the whereabouts of the will is known helping to avoid any intentional supression of a will.  We will store your certificate of registration with the will and you will be sent copies and a storage card for your wallet for free.  Please also consider use of the Advance Care Plan to centralise, store and record important documents. 

We will keep you on our diary to send regular will reviews (usually annually) to give you the opportunity to ensure your will stays up to date also for free.

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All court fees / disbursements are in addition to our prices, as is usual.

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We reserve the right to change the prices or pricing structure at any time.  The price agreed with the client will remain.