Will writing and estate planning services in Ormskirk
Whether you’re looking to draft a will, set up a trust, or explore estate planning options, our friendly team is here to guide you with expert advice and a personal touch.
Our services
Will writing
We help you create a will that accurately reflects your wishes and secures your legacy for your loved ones. Fully advised and professional service from start to finish.
From £250.00
Trusts
Receive expert guidance on setting up trusts within your will or as stand alone entities, allowing you to protect assets, control distributions, and provide for your beneficiaries according to your wishes.
They can help minimise inheritance tax, avoid probate, and provide for loved ones in a controlled manner.
From £400.00
Lasting Power of Attorney
Prepare Lasting Power of Attorney documents appointing the people you know and trust as your attorneys for Property & Finances and Health & Welfare.
From £350.00
Business planning
We help you plan for the future of your business, ensuring a smooth succession to your chosen successor, maintaining stability and protecting your interests.
Priced dependent on need
Probate services
We offer a full range of probate services, from assistance with the process to full administration of estates, relieving you of the burden during a difficult time.
From £500.00
Guardianship
Appoint guardians for children under 18 in your will, providing guidance of managing their inheritance and your wishes for their upbringing.
From £150.00
Care fee guide
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Our commitment to you
At Hexagon Life Planning Services Ltd, we are committed to providing exceptional service and support to every client. Here’s our promise to you:
Personalised face-to-face consultations
We believe that every client is unique, and so are their needs. That’s why we offer personalised face-to-face visits to understand your specific situation and provide tailored advice.
Comprehensive written advice
After our consultations, you’ll receive a detailed written plan outlining our advice and recommendations. We ensure you have a clear and actionable roadmap to follow, from start to finish.
Start-to-finish guidance
We stand by you every step of the way. From the initial consultation to the final outcome, we provide continuous support, answering your questions and making sure you feel confident and informed throughout the process.
Lifetime support
Our commitment to you doesn’t end when our work together is complete. We offer lifetime support to all our clients, ensuring that you have access to our expertise whenever you need it.
Transparent & honest communication
We value transparency and honesty. You can expect clear communication and straightforward advice, ensuring you always understand your options and the steps we recommend.
Questions about our services
Why write a will?
Creating a will ensures that your wishes are honoured and can help avoid disputes among family members.
Using a trust in a will: how can it help you?
Trusts are flexible legal arrangements that allow you to manage and protect your assets, both during your lifetime and after your death.
What is Lasting Power of Attorney, and why do I need it?
A Lasting Power of Attorney (LPA) is a legal document that lets you appoint someone you trust to make decisions on your behalf if you become unable to do so.
What is probate, and why do we need it?
Probate is the legal process of managing and distributing a person’s estate after they pass away. This includes identifying assets, paying debts and taxes, and ensuring the estate is distributed according to the will (or intestacy laws if there’s no will).
Who will look after your children if you die?
By appointing a guardian, you can be confident that someone you trust will take care of your loved ones if you are no longer able to do so.
The whole process of drafting was outlined expertly, with no hidden costs, a clear set of steps and timeline provided from the onset and no additional fuss.
For financial advisers
Are you a financial advisor looking for a reliable partner to provide your clients with expert will writing and estate planning services?
Schedule a free consultation
Call or email us to book your face-to-face appointment.
0800 610 1131Across the North West of England, including Ormskirk, Southport, Lancashire, Liverpool, and Manchester