Services

The following is a short list of the services we can offer.  If you are interested in any of the items or additional services please contact us.

Access

Emergency life events
Preparing a Plan
Suspected theft or fraud
Local appointments
Home Visit
Personal Service Online
Find an expert

Advice

Overview and Life plan
Valuations
Forms and Tax returns
Estate and Tax planning
Establishing Trusts
Finding lost assets
Tracing relatives
Contesting probate

Action

Make a will
Appoint executors and Guardians
Make an ordinary or Lasting Power of Atttorney
Annual Review
Tax Planning
Retirement Planning
Make a Probate Plan