Plan for the Future with Gilson Gray

Our Estate Planning Package includes everything you need to plan for the future with confidence and peace of mind.

This package is designed to provide comprehensive, expert-led estate planning services for individuals and couples who value clarity, customisation, and peace of mind. With a trusted solicitor by your side, you can safeguard your future and protect your loved ones.

Our expert team offers:

Tailored Support

1. • Access to a bespoke will questionnaire (subject to confirmation by our marketing team).
   • A 60-minute meeting with a solicitor (in person or by video call).
   • A full estate and succession planning fact find, ensuring all pertinent aspects of your personal circumstances are addressed.

Expert Legal Advice

1. • Use of will trusts (e.g. liferent or discretionary trusts).
   • Disinheriting beneficiaries.
   • Provision for disabled beneficiaries.
   • Succession planning for foreign property or business assets.
   • Inheritance tax considerations related to your estate and will.
   • Succession of pensions or insurance policies.
   • Asset protection considerations.

Preparation and Drafting

1. • Draft documents tailored to your instructions and legal advice.
   • Appointment of executors and trustees.
   • Distribution of your estate.
   • Trusts for young beneficiaries (if applicable).
   • Appointment of a guardian (if applicable).
   • Funeral instructions (if applicable).
   • Up to three sets of amendments to drafts, ensuring your documents are exactly as you wish.

Signing and Registration

1. • Arrangements for you to review and sign the final documents at a follow-up meeting.
   • Registration of your powers of attorney with The Office of the Public Guardian.

Convenience and Security

1. • Free storage of principal documents.
   • Provision of both electronic and hard copies of all signed documents for your records.

Take this opportunity to secure your legacy by kicking off our Will questionnaire and take the first step in future-proofing your goals.

Start now – it’s easier than you think!