Services
Estate planning is more than writing a Will. We offer a range of services to help you plan for every eventuality.
As experts, we know what you need to think about, and why, and how to plan for it.
Why use an estate planner or will writer?
It is easy to think that, because you know what you want to happen following your death, you can write your own will.
And for some people, this is entirely possible. For others however, specialist skills and knowledge is needed.
Morrell Will Services hold the expertise required to make sure that your estate planning is carried out so completely that, not only is your Will watertight, but you have considered every avenue possible to make sure that your wishes are carried out.
There are many things that can happen following the death of someone and we are here to make sure that risks are reduced and your estate is distributed as you wanted.
We have done the research, witnessed a huge range of scenarios, and understand how the law will impact the requests you have made.
As specialists, once you have made the decision to use us to help with your estate planning, as well our skills and knowledge you are paying for:
- Appointments at your home, or our office, wherever you are most comfortable
- Time, patience and understanding appropriate to you and your circumstances
- Your questions answered based on current UK laws and legislation
- Bespoke research and document drafting
- Guidance on what you need to think about, and why
- A reminder to review your documents in case your circumstances have changed
Range of services for your needs
Will Writing
If you want to leave instructions about what happens to your money, estate and belongings once you have died.
Trusts
These are used to give property/money to the right person, at the right time.
Trustee Support
We support Trustees in managing a Trust they are a guardian for.
Lasting Power of Attorney
This is how you give someone directions and permission to manage your money and assets if you are no longer able to.
Probate & Estate Administration
This is the support needed after the loss of a loved one. This might be finding funeral directors or celebrants or help with filling in forms and finding out information about accounts and pensions.
Deputyship and the Court of Protection
This is needed when you need to support someone who doesn’t have mental capacity to make decisions themselves.
You can choose a free 30-min
consultation, or an in-person chat
about your unique circumstances.
What our clients say about us!
Laura Fleming
Morrell take time to listen carefully and establish your financial needs. They explain things in an understandable way so that you can make any decisions with trust and confidence. Thank you for your help!
Graham Clark
Thanks to Andrew for the usual excellent review, which was full of detail, facts, explanations and sound pragmatic advice. Looking forward to the next one in February.
Andy Smith
Andrew and his team continue to provide me with an excellent level and throughout the 5 years he has been providing us with advice, I’ve found Andrew to be extremely knowledgeable, professional and trustworthy.