What Is An Estate Planner? And Why You Might Need One

Estate planning is often seen as something only the wealthy need, but that couldn’t be further from the truth. 

Whether you own a home, have children, or simply want to make sure your wishes are honoured, working with a Certified Estate Planner can help you navigate this important process with care and expertise.

What Is An Estate Planner?

An estate planner ensures your wills and probate matters are handled properly and that your assets, such as property and investments, are safeguarded.

Whether it’s creating wills, setting up trusts, or establishing a power of attorney, estate planning is key to securing your financial future.

Why Do You Need an Estate Planner?

Estate planning is not just about legal documents; it’s about protecting assets, securing your loved ones' future, and ensuring your wishes are clearly outlined. 

Here’s how an estate planner can help:

• Peace of Mind: Know that your family won’t be left dealing with complicated legal matters.

• Protection for Loved Ones: Ensure your children or dependents are cared for according to your wishes.

• Tax Efficiency: Reduce inheritance tax burdens and ensure your estate is distributed in the most efficient way possible.

• Avoiding Probate Delays: Wills and probate UK regulations can be complex, and without proper planning, probate costs can be substantial.

• Safeguarding Against Care Fees: Every year, thousands of families lose their homes to cover care costs. By ringfencing your estate, you can help protect it from being used to pay care fees that can reach a minimum of £72,000 per year.

  
  

Estate Planning Isn’t Just for the Wealthy

Estate planning is for everyone! 

If you own a home, have savings, or want to protect your family’s future, planning ahead is crucial. 

Inheritance planning helps ensure your estate is handled smoothly, preventing disputes and unnecessary financial strain on your loved ones.

The Importance of a Good Estate Planner

Choosing a good estate planner means working with someone who understands the complexities of estate law and tailors their advice to your personal situation.

Why Choose Me as Your Estate Planner?

• 20 years of experience in estate planning, wills, and probate applications.

• Expertise in minimising inheritance tax thresholds and maximising wealth preservation.

• A personalised approach, ensuring that your estate planning services align with your specific needs and goals.

• Guidance on how to avoid unnecessary probate application delays and expenses.

• A focus on helping families in Cheshire and beyond protect their estates from unexpected costs and legal complications.

  
  

Let’s Talk About Your Future

Estate planning can feel overwhelming, but it doesn’t have to be. Whether you need assistance with a will, setting up a trust, or navigating probate solicitor services, I’m here to make the process clear and stress-free.

Let’s work together to secure your legacy and provide peace of mind for you and your loved ones.