How our Legacy Planning Service Works

We base our Legacy Planning service on four key principles

Planning

Our professional Barrister Intermediary will collect & consider all relevant information in relation to your circumstances, the assets you own and your heirs.

Protection

They will help you to consider all those potential eventualities in life that could adversely affect you during your lifetime and those that could befall your heirs causing a loss of inheritance or, a reduction in the value of your estate.

Choice

Based on what is important to you and the level of protection you require, Our Barrister Intermediary will ensure that you are aware of all Legacy Planning options and how they measure up in relation to what you want to achieve. They will also make sure you are aware of all production costs and other financial matters that could affect your estate so that you have complete knowledge and the ability to make your own informed choice.

Certainty

If you instruct us to produce your Legacy Plan, it will be undertaken by an experienced Barrister and your instructions will undergo a rigorous quality control process to ensure that your wishes will be met.

In addition, all Legacy Plans come complete with a Legal Expenses Insurance designed to meet the costs should any person or third party organisation challenge your Legacy Plan and lay claim to some or all of your estate.