Guides, tools, and practical information to help you plan with clarity and confidence.
Info Packs
Practical, step-by-step guidance to support your planning.
A practical checklist outlining the key decisions and information required when preparing your Will.
A structured overview of estate planning principles, helping you understand how to protect assets and plan effectively for the future.
An introduction to Powers of Attorney, explaining the different types and when they may be appropriate.
Information Hub
Clear, structured answers to common questions across our services. These FAQs are designed to provide general guidance and help you better understand your options before seeking personalised advice.
Answers to common questions about creating, updating, and structuring a Will, including legal validity and practical considerations.
Guidance on the different types of Power of Attorney, when they are appropriate, and how they operate in practice.
Practical Tools
These tools are designed to help you assess your current position and identify potential planning considerations. They provide general guidance and do not replace personalised advice.
Community & Partnerships
We work alongside community organisations and professional partners to extend access to estate planning guidance and ensure clients receive appropriate support where needed.Our approach is collaborative, structured, and grounded in maintaining clear professional boundaries.