Estate planning, made calm and clear
A good plan is really just a set of clear decisions, made ahead of time. We help you make them thoughtfully — so your family is protected and your wishes are respected.
Simply, it's looking after the people you love
Your estate is everything you own — your home, savings, belongings and more. Estate planning is the gentle process of deciding what happens to it, who looks after it, and how to protect it from unnecessary tax or delay. We make each decision feel manageable, one clear step at a time.
Estate Planning
Work out your fees
Tell us who the plan is for and what you'd like. We'll show an indicative fee for standard documents straight away — no personal details needed, and no obligation.
This is an indication for standard documents, not a formal quote or a contract. Trusts and more complex planning are priced separately.
No VAT is charged on these fees. Lasting Power of Attorney fees do not include the Office of the Public Guardian's registration fees, which are payable separately. Your adviser confirms your final fee in plain English before any work begins, and the legal work is carried out by APS Legal & Associates.
How we can help
Every family is different. We'll only ever recommend what genuinely suits your situation.
Wills
A clear, legally valid will is the foundation of any plan. We help you set out exactly who inherits what, name guardians for children, and record your wishes with confidence.
Trusts
Trusts can protect your home and savings from unnecessary tax, care fees or family disputes — and make sure more of your estate reaches the people you choose.
Lasting Powers of Attorney
Appoint someone you trust to make decisions about your finances or health if you ever lose the capacity to make them yourself. It is one of the kindest things you can do for loved ones.
Property protection
Safeguard your share of the family home so it can be passed on as you intend, whatever the future holds.
Guardianship
Make sure your children would be cared for by the people you choose, with your wishes clearly recorded.
Probate support
Practical, compassionate help for families administering an estate — taking the weight of paperwork off your shoulders.
Guidance that puts you at ease
You'll always deal with a real person who takes the time to understand your family. We explain your options in everyday language, answer every question, and never rush you into a decision.
When you're ready, we handle the paperwork carefully and keep your documents safe — so the whole thing feels light rather than daunting.
Questions people often ask
Do I really need a will?
If you have people or possessions you care about, a will is the simplest way to make sure they are looked after. Without one, the law decides who inherits — which may not reflect your wishes.
How much does it cost?
We agree a clear, fixed price with you before any work begins. There are no hidden fees and no obligation to go ahead after your first chat.
Where do we meet?
Whatever suits you best. Our advisers can visit you at home, meet at our offices, or talk everything through over a video call.
Is my plan kept up to date?
Life changes, and your plan should too. We store your documents safely and help you review them whenever your circumstances change.
Let's talk it through, at your pace
There's no pressure and no jargon — just a friendly, no-obligation chat about what matters to you and your family. Send us a few details and we'll be in touch within one working day.
- Call us
- 01252 900400
- Email us
- info@wealth-dash.com
- Visit us
- Merry Tree Cottage, Plough Lane, Hazeley Lea, RG27 8ND