Personal Estate Planning is a local, independent firm specializing in comprehensive estate planning services, distinguished by its convenient at-home consultations and straightforward, fixed-price approach. Led by a fully trained and insured member of The Society of Will Writers, the firm focuses on making essential legal preparations accessible and understandable for individuals and families.
The company emphasizes clarity, security, and personalized guidance, ensuring clients fully grasp each element of their estate plan. It serves clients seeking to protect their assets, provide for loved ones, and plan for future uncertainties, with options for financing available to improve affordability. With deep expertise in wills, trusts, and powers of attorney, the firm helps navigate complex laws around inheritance tax, property protection, and decision-making authority.
Services Offered
- Wills drafting and validation
- Lasting Powers of Attorney (LPA) for health and welfare
- Lasting Powers of Attorney (LPA) for property and financial affairs
- Trust establishment and management, including Home Protection Trusts
- Professional document storage for wills and estate plans
- Estate administration and probate services
- Business succession planning
- Dealing with an estate
- Inheritance tax planning guidance
Based in Stalybridge, Cheshire, the firm offers services locally with the flexibility of in-home appointments. The principal is a regulated full member of The Society of Will Writers, providing assurance of professional standards and compliance.
