See how Green Pea Wills & Trusts can help you!
Will Writing Service
Whether a single or a mirror will we can provide you with a legal will that could organise who receives your assets.
A will is a powerful document. You can decide what gifts to leave to family or a charity. Choose guardians for your children and trustees to manage their inheritance. Your will can also be used as part of your estate planning to minimise inheritance tax.
This will all be written in plain English without legal jargon. We will come to your home at a time that suits you, day or evening, and listen to your wishes and advise you on your options in the most cost effective way. We will assist you in the completion of all forms, where required, and assist you step by step through the process.
It is important that your loved ones know you have a will and when the time comes where it is stored. We provide a wills storage via The National Will Archive. Here it is possible to search to see if there has ever been a will completed.
Trusts are often used for the protection of assets and family provision across the generations. A trust holds, and may manage & control, the asset for the benefit of one or more beneficiaries. Below are some examples of trusts that we could help advise you establishing:
- Right to Reside or Right to Occupy trust
- Protective Property Trust
- Disabled/Vulnerable Persons Trust
- Life Interest (IPDI)
- Discretionary Trust
Lasting Power of Attorney
A Lasting Power of Attorney (LPA) is a legal document that allows a person to appoint someone they know and trust to make decisions on their behalf, should they become unable to do so in the future. There are two types of LPA:
- Health & welfare
- Property and financial affairs
We can act as certificate provider and assist in the registering with the Office of the Public Guardian (OPG).
The death of a loved one is traumatic enough without the pressure of handling the estate, gathering years of bank statements, valuing assets, creating and managing any trusts in the will. With our trusted partners, professional help is available in one of two formats:
Full Administration: Here all aspects of the probate will be handled on your behalf, keeping you advised all through the process.
Grant Assist: Allows clients who are able to administer the estate themselves but would just like assistance in obtaining the grant of probate. As part of this service we would value all assets and then prepare the grant application, which would then be sent to the Executor(s) for completion. They would then return the application to us so that we could submit it to the Registry.
Both services are on a fixed price basis.
Planning your own funeral is not on the top of most peoples “to do list” but choosing the funeral you want and making provision in advance is good practical and financial sense.
A pre-paid funeral plan is a great way to make financial provision for your funeral. It can also help reduce the stress of loved ones at what can be a difficult time.
Mortgages and Protection
Our trusted partner is Green Pea Mortgages Limited a mortgage brokerage authorised by the Financial Conduct Authority (FCA) and are members of the Equity Release Council.
Owned and operated by Lisa Ridley, they can provide whole of market advice on mortgages, protection and equity release. Lisa has over 25 years experience working in the financial services sector.