Estate Planning Services
As well as ensuring your financial security in your lifetime we can help to ensure your estate is managed appropriately for when you are no longer here.
The service that we offer provides a convenient and cost-effective alternative to that offered by solicitors and banks. We visit you in the privacy and comfort of your own home, our initial consultations are free, and everything is explained in simple language.
Your Legacy Matters
Wills, Trusts and Lasting Powers of Attorney
At WealthStorey Financial Planning, we guide you on protecting your legacy and your loved ones, with access to:
Will Writing
Ensure your wishes are honoured, and protect those who matter most.
Trusts
Careful structuring using trusts to manage inheritance and avoid unnecessary losses to care fees or taxes.
Lasting Powers of Attorney
Empower trusted people to make decisions for you if you’re ever unable, covering finances and health - vital at any age.
We partner with APS Legal & Associates - the UK's trusted estate planning specialists - for affordable, plain-English advice, with every step compliant and approved.
On behalf of APS Legal & Associates Ltd, Head office: Worksop Turbine Innovation Centre, Shireoaks Triangle Business Park, Coach Close, Worksop, Nottinghamshire, S81 8AP. APS Legal & Associates is a member of the Institute of Professional Willwriters. APS Legal & Associates complies with the Trading Standards Institute Approved IPW Code of Practice.
Estate planning and the provision of Wills are not regulated by the Financial Conduct Authority.
