Business Details
Your Trusted Estate Planning Partner in Cornwall
At Legacy 4 Life, we specialise in comprehensive estate planning services designed to ensure your Last Will and Testament accurately reflects your wishes and secures your family's future. With expertise in Wills, Trusts, and Lasting Power of Attorney, our team prioritises clarity, transparency, and client comfort. Operating across Hampshire, Dorset, and Cornwall, we offer flexible appointment options, including home visits and evening/weekend slots, to accommodate diverse client needs.Our client-centric approach, evidenced by positive testimonials, focuses on demystifying legal processes while delivering tailored solutions. We pride ourselves on combining professional rigour with a friendly, approachable manner, ensuring clients feel informed and supported throughout their journey. Our services are priced transparently, with no hidden fees, and we maintain a commitment to accessibility and ethical practice.
Services
Estate Planning
Will Writing
Trust Creation
Power of Attorney
Home Visits
Property Protection Trusts
Right to Occupy Trusts
Discretionary Trusts
Child Trust Clauses
Exclusion Clauses
Highlights and features
- We offer home visits and flexible evening/weekend appointments.
- Our team includes experienced professionals like Nick & Darren.
- Transparent pricing with no hidden fees.
- Clients consistently praise our clear communication and efficiency.
- We specialise in complex estate planning, including Property Protection Trusts.
What people say
Friendly and knowledgeable
Efficient and quick service
Excellent communication
Highly recommend
Put your mind at rest
Services
Estate Planning
Our estate planning service ensures your assets are distributed according to your wishes. We create tailored strategies to protect your family's future, including Wills, Trusts, and Power of Attorney. Clients benefit from expert guidance through complex legal frameworks, ensuring clarity and compliance with UK regulations.
Will Writing
We specialise in crafting legally binding Wills that reflect your intentions. Our process includes reviewing your circumstances, advising on clauses like Property Protection Trusts, and ensuring seamless execution. Clients receive clear explanations and support to make informed decisions about their legacy.
Trust Creation
Our Trust creation service safeguards assets for beneficiaries. Options include Property Protection Trusts to prevent disinheritance and Discretionary Trusts for vulnerable beneficiaries. We guide clients through selecting the right structure, ensuring legal compliance and long-term security for their loved ones.
Power of Attorney
We assist in establishing Lasting Power of Attorney for health or financial decisions. Our experts explain options, prepare documentation, and ensure registration with the Court of Protection. Clients gain peace of mind knowing trusted individuals can act on their behalf if needed.
Home Visits
Flexible home visits accommodate clients' needs, especially those with mobility challenges. Our team travels across Hampshire, Dorset, and Cornwall to provide convenient consultations. This service ensures accessibility to professional estate planning without the stress of travel.
Questions
What areas do you serve?
We operate across Hampshire, Dorset, and Cornwall, offering both in-office and home visit appointments to accommodate client needs.
Do you offer home visits?
Yes, we provide home visits within our catchment area, including flexible evening and weekend appointments for added convenience.
What services are included in estate planning?
Our services cover Wills, Trusts (including Property Protection and Discretionary Trusts), Lasting Power of Attorney, and specialised clauses like Exclusion and Child Trust Clauses.
How are your fees structured?
We offer transparent pricing with no hidden fees. Costs vary by service, such as £150 for a Single Will and £695 for Property Protection Trusts, with detailed breakdowns provided upfront.
Can I update my Will after it's created?
Yes, we assist with reviewing and updating Wills to reflect life changes, ensuring your documents remain current and legally valid.
