Business Details
20 Years
experience
Your Trusted Partner for Will Writing and Estate Planning Solutions
Heritage Will Writing provides professional will writing, estate planning, and probate services with a focus on personalized client care. Established in 2006, we combine technical expertise with a client-centric approach to address complex estate matters. Our team holds accreditations from the Society of Trust and Estate Practitioners (STEP) and the Society of Will Writers (SWW), ensuring adherence to industry standards. We specialize in minimizing inheritance tax liabilities, protecting assets from long-term care costs, and creating tailored solutions through trusts and lasting powers of attorney.With offices in Southampton, we serve clients across Hampshire and neighboring counties, offering home visits and secure document storage. Our commitment to transparency is reflected in our free initial consultations and clear pricing structures. We maintain professional indemnity insurance up to 5,000,000 and strictly comply with data protection regulations to safeguard client confidentiality.
Services
Will Writing
Probate
Lasting Power of Attorney
Inheritance Tax Planning
Long Term Care Planning
Severance of Tenancy
Document Storage
Trusts
Estate Planning
Financial Planning
Details
- Year established: 2006
Highlights and features
- Certified experts with STEP and SWW accreditations
- Personalized estate planning solutions tailored to individual needs
- Transparent pricing with free initial consultations
- Professional indemnity insurance up to 5,000,000
- Positive client testimonials highlighting exceptional service
Associations and certifications
- Society of Trust and Estate Practitioners (STEP)
- Society of Will Writers (SWW)
What people say
Superb service
Efficient and professional
Peace of mind
Client-centric approach
Excellent details
Services
Will Writing
Our will writing service ensures your assets are distributed according to your wishes while minimizing inheritance tax liabilities. We provide personalized consultations to understand your specific requirements and create legally binding documents that reflect your intentions. Our team combines technical expertise with a compassionate approach to address complex family dynamics and asset protection needs.
Probate
We simplify the probate process during difficult times by managing all legal and financial aspects of estate administration. Our service includes asset valuation, debt settlement, and distribution of assets according to the will or intestacy rules. With extensive experience in complex estates, we ensure compliance with legal requirements while providing compassionate support to executors.
Inheritance Tax Planning
Our inheritance tax planning service identifies strategies to reduce tax liabilities through trusts, charitable donations, and lifetime gifting. We analyze your estate's composition to implement legally compliant solutions that maximize wealth transfer to beneficiaries. By combining technical knowledge with practical advice, we help clients preserve their legacy while meeting current tax regulations.
Lasting Power of Attorney
We guide clients through establishing lasting powers of attorney to ensure financial and healthcare decisions are made by trusted individuals in case of incapacity. Our service covers both property & financial affairs and health & welfare LPA documents. We provide clear explanations of legal responsibilities and help register these documents with the Office of the Public Guardian.
Severance of Tenancy
Our severance of tenancy service helps property owners transition from joint tenancy to tenants in common arrangements. We handle the legal process of registering changes with the Land Registry while advising on implications for estate planning. This service enables clients to protect their property share through wills while maintaining flexibility for future estate management.
People
Emily Bell
Consultant
Emily Bell has over 15 years' experience in estate planning, holding STEP and SWW accreditations. She specializes in guiding families through complex estate administration while maintaining a compassionate approach to client care.
Adam Johnson
Founder
Adam Johnson established Heritage Will Writing in 2006 with extensive financial services experience. As a STEP-certified expert and Chartered Financial Planner, he provides technical leadership in estate and tax planning solutions.
Rebecca Norgate
Will Drafting Specialist
Rebecca Norgate brings 12 years' legal sector experience to our will drafting team. She manages client documentation and supports estate planning processes while pursuing professional development in will writing.
Questions
What documents should I prepare for will writing?
Bring identification, property deeds, financial statements, and existing wills. Our consultants will guide you through required information during the free initial consultation.
How does probate work with jointly owned property?
Joint tenancy automatically transfers property to surviving owners. We help register changes and manage other estate assets requiring probate through the legal process.
Can I update my will after it's written?
Yes, we recommend reviewing wills every 3-5 years or after major life events. Updates require formal amendments or creating a new will to maintain legal validity.
What happens if I need care home funding?
We help structure estates to protect assets while complying with means-testing regulations. Proper planning can preserve portions of property from care fee assessments.
How do trusts reduce inheritance tax?
Trusts allow asset transfers outside your estate while maintaining control. We create discretionary trusts to minimize tax liabilities and protect beneficiaries' interests.
Reviews (1)
Gill Burgess
Oct 24, 2021
Report
Positive:Professionalism,Quality,Responsiveness,Value
Great company to deal with. Would totally recommend.
Great company to deal with. Would totally recommend.
