ABOUT ME
Joseph is the principle of Heirs and Legacies Ltd and has a decade of experience in financial services. Alongside, estate planning Joseph is UK qualified financial adviser and is well placed to help with all of your needs.
OUR PROCESS
STEP 1
We will complete a fact find appointment to discuss your needs and wishes, this is usually 45-60 minutes and can be completed on the telephone or video call. In some instances, we can arrange a home visit.
STEP 2
We will draft your documents and send them to you via email for you to review and approve. Should any amendments need to be completed you can let us know at this stage. Upon approving the documents payment is also arranged.
STEP 3
Upon receipt of payment, we professionally print, bind and send your documents in the post with instructions and associated guides to help you ensure everything is legally in place. It’s that easy!
WHAT ARE THE COSTS?
Wills
£125
Mirror Wills
£199
Power of attorney
£175 per document (not including OPG fee)
Trusts/Admin Assistance
Bespoke pricing following consultation
“I recently got my mirror will sorted with Joe, and honestly, he made the whole thing so easy. I’d been putting it off for ages, but he explained everything in a way that actually made sense and never made me feel silly for asking questions.
I walked away feeling relieved and really looked after. I’d happily recommend Joe to anyone who wants to get their will sorted without the stress.”
Sarah Donnelly
Newcastle Upon Tyne
GET IN TOUCH
We’re here to make planning your will simple, clear, and completely stress-free.
If you have questions or want to talk through your options, just get in touch!
Feel free to give us a call or email with any questions you may have and we will aim to get back to you as soon as possible!