Estate Planning Worcester, Malvern, Droitwich, Kidderminster, Evesham and Worcestershire

If you have property and other assets, it is crucial to protect them from going to the wrong places if something happens to you. You want to make sure that everything you’ve worked for is handled in the way you want and expect it to.

Protect your home and savings from threats.
Ensure your property and capital is distributed to beneficiaries in line with your personal wishes rather than strict legal rules.
Avoid crippling inheritance tax.
Safeguard your assets from being frozen if you become unable to make decisions yourself.
Receive help in administering the estate of a loved one who has passed away.

I provide the full complement of Estate Planning services to clients across Worcestershire and the West Midlands. I can ensure that ALL aspects of your estate are in order so you have complete peace of mind. I can help you with everything from drawing up a simple will to setting up a trust, creating lasting powers of attorney as well as a full probate service. Not only that, I will be able to answer all your questions, offer clear and impartial advice and make sure everything gets done.

SERVICES

Here are some of the key services I offer:

Powers of Attorney

Planning ahead and allowing your loved ones the potential to look after your affairs, will save them a huge amount of stress and hassle should something unforeseen happen to you. Perhaps most importantly you will ensure your affairs are run according to your wishes even if you are not well enough to do it yourself. I can set up a LPA that is perfect for your circumstances.

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Probate

This is a particularly painful topic for a grieving relative (or relatives) to deal with so soon after a devastating loss. If you want the task of administrating a deceased person’s estate to be carried out thoroughly and professionally, if you are short on time, knowledge and/or energy, then click here to find out how I can take that big load off your shoulders.

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Additional Services

I am your “one-stop shop” for organising all aspects of your estate. In addition I can also assist you with:

I provide free home appointments throughout the West Midlands and I am a trusted advisor for Age UK Worcester & District and Age UK Malvern & District.

QUOTES - GENERAL

QUOTE

As a single parent on a limited budget I thought that making a will was a bit of a luxury that I didn’t need. However when I was chatting to John it became apparent that a will is not a luxury, it is an essential. The whole process was really easy and straightforward, you would be best going to John for a prompt, confidential and cost efficient service.

Jane Brook, Worcester

“John was excellent in speaking to me in plain English. It can be so hard to understand all the different options when writing your first will. He was really prompt and professional and I really trusted his advice, which is rare for me. I have already recommended John to all of my friends and family and couldn’t rate him highly enough”

Ed Brown, Bristol. Co-Owner of Friska Food

John was recommended to us by a friend, he explained everything we needed to know without pushing us. The home visits were perfect because we have 3 children - we have now written a will without even having to leave our home! We would highly recommend John as a person as well as the excellent service that he provides.

Chris and Sarah Palmer, Kidderminster

"Both I and my mother needed to get our wills updated, someone recommended John, and we are so glad they did as he was a pleasure to work with. He was personable, friendly, helpful and made the process as straightforward as possible. We both recommend John to anyone who is considering making or updating their will. Thanks John!"

Jane McIntosh, Worcester

So, what are the eggs about?

The idea of using egg characters came about as a result of a talk I gave comparing the brittleness of an eggshell with the fragility of our lives. Obviously we all hope to live long and prosperous lives safely in our “egg boxes”; however, all it takes is one unforeseen event to bring our world crashing down. The egg characters are a light-hearted way of introducing subjects we often struggle to talk about. I use them to explain the world of estate planning in a fun and engaging way so you can more easily understand why it is so important to protect your estate.

Who, after all, wants to sit and listen to a lawyer droning on about trusts and powers of attorney using terms that leave most normal people befuddled? No, this is a serious subject but not beyond introducing clarity, a splash of colour and even a bit of fun.

EGGCITING NEWS

Court of Protection? Avoid like the plague...if you can

Applying to the Court of Protection should only be done as a last act of desperation. Act whilst you can to save your family the cost and pain.
This is why you should never put things off

When an adult loses capacity, in the absence of a Lasting Power of Attorney the family are forced into a horrible, costly journey...
Was your will made before 2009?

Important changes were made in 2008 which could have a signifcant impact on your will...

If you have property and other assets, it is crucial to protect them from going to the wrong places if something happens to you. You want to make sure that everything you’ve worked for is handled in the way you want and expect it to.

SERVICES

Powers of Attorney

Trusts

Probate

Additional Services