We are open for business and continuing to provide our service to customers. When a member of our staff does visit you, whether at home or at your business location, they’ll take additional precautions – including hand-washing – before, during and after the appointment.
“Consultant was very helpful, polite and friendly!”
“We had to make various calls regarding the completion as we were in lockdown. Nothing was too much trouble for Laura”
“The service and help I received was very good”
If you want to enjoy the peace of mind that comes from knowing that your Will has been professionally drafted, you should choose Estate Planning Made Simple in Epsom.
Our expert advisers have STEP Advanced Will Writing Qualifications, recognised as the Gold Standard in the profession that many general solicitors aspire to earn, ensuring that you can safely and accurately protect your estate, that your wishes are respected, and that your loved ones are looked after when you’re no longer around.
Unlike many Solicitors, Banks and other Will Writing Services, we comply with the STEP Will Writing Code to create a legally binding document that ensures your wishes are correctly recorded in accordance with the highest professional standards.
To ensure that you get your Will drafted exactly the way you need, we’ll give you expert impartial advice in a free consultation online, over the phone, or in the comfort of your own home – you choose what’s right for you. And we can work as fast as you need us to.
Once you have instructed us, a dedicated member of our expert team will draft your Will for you, get it to you for checking within 48 hours and then guide you through the signing process to ensure that it is legally binding.
Call today for your free no obligation consultation
“Here at Estate Planning Made Simple we’re different because all of our advisers hold the coveted STEP Advanced Certificate in Will Preparation. That’s the benchmark that separates a professional Will-Writing expert from the unqualified commission only salesmen employed by so many firms, who may have only had a day or two of questionable in-house training before being let loose on an unsuspecting public.
Our clients are looking for the peace of mind that comes from having their Will professionally drafted by a qualified expert. They are wary of the serious risks often associated with the cheap or free Will offers that are advertised online – which might not be legally binding, often contain errors and may cost a lot more in the long run.
Unfortunately, as the law stands, there’s nothing to stop anyone from setting themselves up and offering to write your Will for a fee, even if they’ve had no training whatsoever. You wouldn’t risk your health to an unqualified cowboy, so why risk your wealth to one?
We offer a free no-nonsense consultation over the phone, by video-conference or in the comfort of your own home at a time to suit you and pride ourselves on our clear jargon-free language and friendly and comprehensive advice on all aspects of planning to protect the people you love, however complex or straightforward your circumstances.
We all experience life-changing events. Some bring us great happiness. Others bring deep sadness.
Whether you’re planning your wedding, starting a family, moving home, coming to terms with bad news, or just at the point where you want to get everything in order, we have the knowledge, skills and expertise to guide you through the legal maze and would love the opportunity to help you protect you and your family.”
If you have answered NO to any of these questions, you need to talk to US today. Don’t risk using a cheap online Will service or an unqualified Will-Writing firm. Get the correct advice to protect your family properly!
There are many reasons to choose Estate Planning Made Simple when you need your Will written.
Our clients are our priority and there is always a real and caring person with STEP Qualified expert knowledge waiting to help you.
We can work as fast as you need us to – our standard service includes preparation of your Will within 48 hours of receiving your instruction. No waiting weeks or months from a Will-writing bucket shop!
We take your privacy seriously. We will never sell your data, and our world-class security ensures your Will is completely confidential.
Expert advice and outstanding service at an unbeatable price!
At the most basic level, your Will is a legal document that tells everyone what you want to happen to your ‘estate’ – a term that encompasses your money, possessions and property –after you die.
A Will makes it much easier for your family or friends, saving them time and unnecessary stress at a difficult time, especially if you have children or other family who depend on you financially.
Without a correctly drafted Will your assets could easily end up in the wrong hands. We will assess your circumstances and what you wish to achieve and then advise you on the best and safest way to protect your loved ones..
Just imagine how your Spouse, Children or other family (those closest to you) would feel if you were involved in an accident or developed an illness such as a stroke or dementia that resulted in a loss of mental capacity and they were powerless to do anything to help you.
An LPA is a legal document that lets you appoint one or more people (known as an ‘attorney’) to make decisions on your behalf, if you are no longer able to do so.
It’s essential to have this in place in case you have an accident or an illness that results in a lack of mental capacity and you being unable to make your own decisions. Strict rules prevent you or someone you trust making decisions without one if you lose mental capacity.
You can give Your chosen attorney(s) the power to make decisions about managing your bank or building society accounts, pay your bills, handle your benefits and pensions, and safeguard your property if you are no longer able to make them for yourself.
Without a correctly drafted Lasting Power of Attorney in place, your family would be unable to act on your behalf and the Courts would take control of your affairs.
We will advise you on the best way to structure your LPA to ensure that it offers the most protection and greatest flexibility if it is needed in the future.
Inheritance tax can cost your beneficiaries huge amounts of cash when you die – potentially hundreds of thousands of pounds. In some cases, without proper planning, the Taxman can be the biggest beneficiary of an estate.
But there are legal planning options that can minimise the tax paid or avoid it completely. That’s why it’s often described as a voluntary tax.
Even if your estate is below the inheritance tax threshold it is important to consider how a legacy impacts the estate of your beneficiaries. Leaving things in the wrong way can often create inheritance tax bills that could easily be avoided.
Our experts can guide you through your options when it comes to avoiding inheritance tax.
Many business owners do not have a clear plan in place in the sad event that they become ill or die. This can often cause business failure or at the very least uncertainty and severe disruption to staff, customers and suppliers with bank accounts being frozen or closed.
But by working with Estate Planning Made Simple, company owners can develop a comprehensive plan to ensure that the business continues to trade smoothly by taking measures to ensure trading continuity and access to cashflow during the difficult transition period.
Simply call or complete the online form today and we will talk you through your options and give you free advice – with no obligation.
Once we’ve explained all your options, and you’ve given us the go-ahead, we will send you a confirmation email followed by a comprehensive draft for approval.
Your approved Will is then bound ready for your signature. We will support you fully through the signing process. We always make stringent checks to ensure everything is signed and witnessed correctly and is legally binding.
We often get asked questions about our advanced Will Writing services. Here are a few of the most frequently asked:
If you don’t have a Will when you die, your money, property and possessions will be shared out according to the strict laws instead of your express wishes. This means your estate could go to someone you hadn’t intended, while a loved one you wanted to beneﬁt ends up with nothing.
Broadly speaking, if you have a partner but you’re not married and not in a civil partnership, your partner is not legally entitled to anything when you pass on under UK law.
If you are married, your husband or wife might inherit most or all of your estate, while your children get nothing (laws vary throughout the UK). This is true even if you were separated from your spouse before your death.
The absence of a Will can spark legal battles and bad blood between family members and loved ones and often causes distress and additional costs at the worst possible time.
Inheritance Tax is payable on everything you own (with one or two exceptions) over a threshold set out in the Budget each year. The current threshold for inheritance tax is £325,000 per person. There is also an additional threshold for those that own their own home and leave it to their spouse or bloodline in the right way.
Inheritance Tax has often been described as a voluntary tax as much of it can be avoided with the correct planning in place. If your estate is above the inheritance tax threshold its essential that you talk to us to find out how you can reduce its impact on your family.
Even if your estate is below the threshold, its still important to talk to us as leaving things to your children in the wrong way can create inheritance tax problems for your grandchildren. Many families inadvertently create inheritance tax bills for their family by leaving things in the wrong way.
Our free Inheritance Tax assessment could save your family tens or hundreds of thousands of pounds in unnecessary tax.
Call us today to talk through your options.
Every year tens of thousands of people lose their homes, life savings or both because they become ill and need care. Many people have to pay more than £1000 per week for residential care and some domiciliary care (care at home) can cost a similar amount.
If you have spent all your life being careful, paying off your mortgage and saving to leave a nest egg for your loved ones, it may seem unfair that everything can be taken off you in the last few years of your life if you become ill.
If you’ve got assets worth more than £14,250 you will normally have to pay towards your care. And if you have more than £23,250 you will normally have to pay for all of it! There is strict anti-avoidance legislation in place to avoid people hiding their assets if they are ill and need to go into care.
That doesn’t mean that you can’t reduce the impact that care fees might have on your estate. There’s a lot you can do to ensure that your estate goes to your loved ones if you act early enough and plan in the right way.
Call us today to talk through your options.
Not only are our quotes free, but so is our initial advice and guidance. We’ll give you an hour of expert advice and guidance, answering all of your questions and helping you to decide the best way to protect your family from the things that concern you.
We’ll then confirm what we’ve discussed and the planning options available to you with a fixed quote for each option. No unexpected bills or hidden fees. No unquantified hourly rates.
And we’re so confident in the quality and value of our advice that we guarantee to beat any written quote.
What’s more, when you decide to instruct us, we’ll get your draft documents to you within 48 hours.
That’s expert advice and outstanding service at an unbeatable price!
Call us today to talk through your options.
Having your Will professionally drafted is always cheaper than making an expensive mistake.
Cutting corners is dangerous and could be disastrous for your family. It isn’t always what you’ve put in your Will but what you’ve left out that causes the problem.
Our initial advice and guidance are FREE and a basic Will costs just £90.
You can save your family thousands of pounds that could otherwise be lost if things go wrong after your death. Of course, if you cut corners and things do go wrong, you’ll never know about it, but you’ll leave your family the legacy of a mess that could take them years to clear up.
Is that how you want to be remembered?
We guarantee to beat any written quote for a like for like service and always aim to provide exceptional value for money and outstanding service.
Call us today to talk through your options.
STEP is a global professional body, comprising lawyers, accountants, financial advisors and other practitioners that help families plan for their futures. They provide confidence to families by setting standards, training and educating our members, and upholding those standards.
All members, must adhere to STEP’s Code of Professional Conduct.
What do STEP members do?
As specialists in inheritance and succession planning, STEP members draft Wills and trusts, administer estates, act as trustees and advise families on how best to structure their finances to ensure compliance and preserve their assets for future generations. Some examples of what STEP members may advise on are:
The STEP Code for Will Preparation in England and Wales: protecting you
STEP has introduced the Code for Will Preparation in England and Wales to give you peace of mind that your Will preparer is doing the best possible job in helping you plan for the future.
The Code is a set of ethical principles that demonstrate openly the standard of transparency and service you can expect from a STEP member preparing your Will. Will writing is not officially regulated in England and Wales, however by using us who are subject to the STEP Code for Will Preparation in England and Wales, you will know we are taking all the necessary actions to plan for the future of your assets.
How does the Code benefit you as a client?
The Code will provide you with an understanding of the sorts of issues we should discuss with you, and most importantly it will provide you with a reassurance that when you choose to use us as a STEP member you are working with a professional advisor who conducts their business in an open and transparent manner and behaves with integrity.
How Do I know that you are subject to the STEP Code?
As a member of STEP in England and Wales, we are bound to adhere to the Code as a condition of membership. Having identified ourselves as a STEP member and being in STEP’s online directory of members, you can be confident that we are subject to the Code. A special logo has been created for practitioners who adhere to the code to use on their branding and corporate materials. Practitioners who use this logo are compliant with the Code.