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Legal

For all your personal matters

When it comes to your personal matters Fortune Financial Planning have you covered. Arrange a single Will for £80 or mirror Will at a price of £130. We can arrange an initial appointment via telephone or Zoom at your convenience. This appointment guides you through the Will process from appointing the correct individuals for each role, to deciding where to distribute your estate on death, no advice is provided at this stage. Research suggests that more than two-thirds of people in the UK don’t have a Will. 

The reality is that dying without a Will can make what is already a difficult time a lot harder for your family. You risk depriving your spouse or partner of their home, increasing any potential inheritance tax liability and leaving your estate in the wrong hands. With a younger family if the worst happens, in addition to having to deal with the loss of a parent or parents children are also faced with other problems. For example they may have to move house or change school; they may even be taken into care whilst social services appoint a suitable guardian.

My Last Will ensure you receive the right guidance to arrange your legally binding Will. Every document is fully checked by a team of experts who over the last 10 years have drafted over 20,000 Wills. This same team is available if you need any help along the way, so you really are in safe hands. We understand that making your Will can be a daunting task, so this expert team are on hand should you need assistance, just call 01785 338292.

Conveyancing, Wills, and trusts are not regulated products and we are not authorised through PRIMIS Mortgage Network to provide advice in these areas, however we can still assist you with your enquiry.

Type of legal services we offer

Wills

Wills

The making of a Will is an opportunity for you to make sure that you leave your affairs in order and to ensure that the decisions you make, and the right provisions are put in place for you and your loved ones. A Will is your opportunity to dictate who will benefit from your estate. Without a Will, the intestacy rules set our a strict order of who will benefit and how.

Trusts

Trusts

If the policy is written in trust the trustees can make the claim and the proceeds will be paid straight away. Clients often assume that the policy proceeds will be paid out to their families in the event of their death, however how can they be sure that the proceeds will end up in the right hands? Simply writing the policy in Trust and nominating the intended beneficiary on the Trust Form can avoid any disputes or delay in payment of proceeds.

Power of Attorney

Power of Attorney

If you want to give one or more people the power to completely manage your money and property if you lose mental capacity. That is, if you can't make decisions for yourself. The people who will manage your finances are called your 'attorneys' and they're usually friends or family members.

Conveyancing

Conveyancing

Our experienced conveyances take care of the legal side of getting you into your dream home as quickly as possible. Our conveyancers are CLC accredited, with no hidden fees, no move no fee. Working with Fortune Financial Planning both them and us have helped thousands of people move into their dream home quickly and smoothly.

Probate

Probate

Probate is the process of obtaining authority for the Court to deal with a deceased person's estate on their death. Until the probate document is issued by the court then it is not legally possible to deal with the assets.

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