Heritage Estate Planning is a professional estate planning and will writing firm serving clients across Berkshire and Kent, combining over 25 years of legal and financial expertise with a compassionate, human-centered approach. The firm stands out for its commitment to transparent pricing, jargon-free communication, and a free initial consultation, ensuring clients feel supported and informed throughout the estate planning process.
The team, which includes CILEX-qualified practitioners and a Society of Will Writers member with STEP affiliation, focuses on providing bespoke, empathetic services tailored to individual needs. They specialize in helping individuals and families secure their legacies with clarity and confidence, emphasizing peace of mind, long-term protection for loved ones, and efficient, supportive guidance during emotionally sensitive times.
Services Offered
- Will Writing
- Lasting Power of Attorney (for medical and financial decisions)
- Probate (handling property, money, and possessions after death)
- Trusts (bespoke setup and management for asset protection)
- Estate Planning
- Financial Planning
Heritage Estate Planning operates in Berkshire and Kent, with team members holding advanced qualifications and industry recognition, including commendation in the British Wills and Probate Awards. Their services are designed for individuals and families seeking clear, professional guidance in safeguarding their futures.
