Estate Planning Services

Comprehensive Estate Planning protects your legacy.  Alex Truesdale Wills offers professional estate planning throughout Greater London, Surrey, Cobham, Esher, Oxshott, Twickenham, Richmond, Weybridge, Teddington and beyond.

Plan for the future, protect your assets, and ensure your loved ones’ peace of mind.

Call: 07887 946557 to discuss your Will writing and estate planning needs.

Estate Planning Service

At Alex Truesdale Wills our estate planning services go beyond Wills and Lasting Powers of Attorney. We understand the importance of comprehensive estate planning in safeguarding your assets and ensuring your wishes are carried out.

Estate Planning is the process of planning what you want to happen to your entire estate, including assets not passing under a Will, when you die.

Offering professional and pragmatic advice, Alex Truesdale Wills will help you make the first steps in planning your estate for the future to give you and your family peace of mind.

 

“Really impressed – Alex made something that could have been very complicated into something simple, easy and even fun! Highly recommend Alex’s services.” (ES)

Estate Planning

We will discuss strategies around your inheritance tax position and asset protection, including advising on Declarations of Trust in relation to your real property to ensure your Will operates properly. We also advise on how Letters of Wishes can complement your Will to ensure that your executors are given the right guidance.

And we go further than that; we look at the relationship between your Will, pensions, life cover, death in service cover and any lifetime trusts to ensure that no assets are missed. Irregularities in the way that assets are held or dealt with are picked up and dealt with now – rather than leaving a muddle for your executors to deal with without the benefit of your knowledge, saving everyone time, trouble and cost.

Finally, planning for your funeral and ensuring that Wills are stored securely are all part of the service.

Alex Truesdale Customer Service Champion Finalist 2023

Once estate plans are complete, our clients all receive the benefit of an Alex Truesdale Wills LifeFile; a document to support the organisation and preparation of all paperwork and documents which are likely to be needed for future estate administration.

Do you need help getting started on thinking about the future? Contact us today to arrange a free initial consultation with Alex Truesdale. We’re here to guide you through every step of the process and ensure your estate is protected for generations to come.

Go to Top