Family Tree Trust & Estate Planning Ltd is a specialist provider of bespoke will writing, estate planning, and related legal services, dedicated to helping families secure their financial futures. With over 20 years of experience in financial services, the firm stands out for its personalized, home-based consultations and commitment to creating tailored solutions that reflect each client’s unique circumstances and wishes.
The company takes a client-centered approach, offering no-obligation initial meetings in the comfort of the client’s home at a convenient time. Its services are designed to provide peace of mind by ensuring that clients’ final wishes are respected and their loved ones are cared for. The firm specializes in assisting individuals and families with complex needs, including those involving foreign assets, business interests, agricultural holdings, and charitable intentions.
Services Offered
- Bespoke Will Writing
- Drafting New Wills
- Revising Existing Wills
- Lasting Powers of Attorney (LPA) Preparation
- LPA Documentation for Health and Financial Decisions
- Signing Oversight for Document Validity
- Acting as Certificate Provider
- Registration and Court Correspondence for LPAs
- Family Funeral Plans
- Charitable Giving Planning
- Tax Planning
- Estate Planning for Foreign Property and Assets
- Business and Agricultural Planning
- Family Trusts
Based in Ranskill, Retford, the firm serves clients across the region with a focus on face-to-face, professional, and friendly service. All funeral plans offered are registered with the Funeral Planning Authority, ensuring reliability and compliance with industry standards.
