Individual & family services
Whether you're looking to understand your options, review your existing paperwork or have no idea where to start, I would love to help.
Life and legacy planning
We offer a full range of 'life and legacy' planning, including:
Who would manage things for you if you lost capacity
Who would manage your estate, make important decisions about your children, and receive your assets after you pass away
Whether you and your family would benefit from having a trust
Ways to manage and prevent family conflict around death, incapacity, and passing things on
Referrals for support in other ways - accounting, financial advice, mediation, divorce coaching and more
If you already have other professionals that you work with, I am happy to work collaboratively to make things as easy as possible for you.
Trusts
Trusts can be a fantastic option for some people. They can also be confusing and paperwork-heavy! We also offer a range of trust services, including:
Understanding if you and your family need a trust
Understanding how your trust works
Simplifying your trust and reducing ongoing costs
Managing your trust, with or without regular professional involvement
Making changes to your trust, including who's involved as decision-makers and who can benefit from what's in the trust
Succession planning and involving the next generation in managing the trust
Bringing your trust to an end if it's no longer suitable
Working together
Whether you prefer home-based meetings, hate filling out forms, or just want one big roundtable to get everything sorted, we can usually work to your preferences!
Lawyers "default" is often lots of written detail, but we don't have to stick to tradition. Let us know how you like to work and we can adapt to suit.
Interested in finding out more about these services?
Get in touch - there is no charge for an initial chat