Wills & Trusts
Starting from £249.99
A Will is a legal document that outlines how a person’s estate, including their money, property, and possessions, should be distributed after their death. It allows the individual to specify who will receive their assets and in what proportions, as well as dealing with guardianship of children or to leave instructions for funeral arrangements.
A trust is a legal arrangement that can be incorporated into your Will, providing enhanced protection for your assets and added security for your loved ones. Wills that include this feature are known as trust Wills. Trusts are particularly beneficial in situations such as safeguarding your estate from potential future care fees, ensuring your assets are distributed fairly if you have a spouse or partner but children from a previous relationship, or providing for a vulnerable or disabled individual.
How does it work with libertas estate planning?
Step 1: Schedule a consultation
First, you’ll need to schedule a virtual consultation with one of our team. We’ll send you some information prior to the meeting, including some things to consider. You’ll need to have a think about your wishes if you were to die.
Step 2: Discuss your wishes
We’ll meet and confidentially discuss your wishes for when you pass away. We’ll cover the distribution of everything you own, guardianship of any children you have, as well as any wishes for your funeral. Our team will go through everything with you, ensuring we’ve captured all of your information and wishes.
Step 3: Will Draft & Finalisation
Using the information you have provided, we’ll draft your Will and ask you to check everything is correct and present. Once any amendments have been made, we’ll finalise your legal document. At this point, you’ll need to sign it to ensure it’s valid.
