The Planning Bee Ltd is a specialist legal services firm focused on later life and estate planning, offering bespoke solutions tailored to individual needs. With a combined experience of over 80 years in the industry, the firm stands out for its innovative, jargon-free approach and commitment to providing peace of mind through professional asset protection and holistic planning.
The firm brings together highly experienced paralegals who are members of respected professional bodies such as the Institute of Paralegals, the National Association of Licensed Paralegals, and the Society of Will Writers. Their approach prioritizes client care and clarity, helping individuals and families avoid costly mistakes associated with DIY estate planning, and ensuring wishes are honored both during their lifetime and beyond.
Services Offered
- Will Writing
- Lasting Powers of Attorney
- Family Protection Trusts
- Protective Property Trusts
- Asset Protection Advice
- Guidance on Mental Incapacity Issues
- Estate Planning Consultation
Based in York and serving clients across England and Wales, The Planning Bee emphasizes reliability and personalized service, with a track record of assisting thousands of families in securing their legacies efficiently and compassionately.
