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We intend to make available shortly our Estate Planning Pack.  The pack will contain 4 pdf documents, comprising:

for download - subject to a small fee.

At present the technical aspects are still being determined.  The price is likely to be £3 for all of them  (With the exception of the Simple Estate Planning Guide, each of the other documents alone are, we believe, worth that price so to have access for all 4 is a bargain.)

If you are interested in knowing when these features are available please register your interest [by clicking the button below] and we will contact you in due course.

Please note: When you click the button your e-mail client app should open - with most of the field pre-filled.  Please check the prefilled details and enter your name before pressing ‘Send’.

The e-mail will be stored in your e-mail sent folder in the usual way.

We will then be in touch in the future.  We just do not know presently when.





Please note:  Your contact details will only be used to send you an email to advise you that the facility is available. It will not be used for other marketing purposes.  And once the EPP is available and I have sent you the notification of that fact then your e-mail will be deleted from my records.

It is intended that the EPP will contain 4 documents:

Funeral Wishes Statement

It is often distressing for a Personal Representative  (i.e. an executor or estate administrator) to discover they have no idea what funeral wishes their now-deceased relative (“the Deceased”) had. Further, the Deceased’s family will often then disagree that the option chosen by the Deceased’s Personal Representatives were wrong.

Important Documents Location List

Another document that can make a Personal Representative’s task easier is by maintaing a list of what assets etc their family-member owns.

Guide to What Actions Are Required When a Person Dies

This guide was created after receiving many calls from the relatives of my clients who had sadly died.  What to do in such an event can be found on the Internet - but finding the information can require searching many websites.  

This guide lists what must be done, should be done, and would be helpful if done - and the timings for those tasks.

Guide to Estate Planning

Estate Planning is planning for your death.



Download our Estate Planning Plack

Download our Estate Planning Pack

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