LEGAL SERVICES YOU CAN RELY ON
Wills and Estate Planning in Norfolk.
What to have ready: beneficiaries’ details,
executors’ details, overview of assets and any business interests.
A well-drafted will makes your wishes clear, appoints the right people to act, and helps prevent disputes. We’ll map your family and assets, explain your options in plain English, and make sure the will is signed correctly so it’s legally valid.
Choose executors and, if needed, guardians for children
Set specific gifts, residuary shares, and charity legacies
Build in will-trusts for minors or vulnerable beneficiaries
Include letters of wishes and funeral preferences (optional)
Supervised signing and secure storage available
Will Writing
What to have ready:
Settlor, trustee and beneficiary details; assets to be settled.
Trusts can protect assets, provide for loved ones over time, and support estate/tax planning. We’ll recommend the right trust type, draft the deed, and guide trustees on their duties and record-keeping.
Life interest, discretionary, vulnerable person and pilot trusts
Deed drafting plus trustee resolutions and letters of wishes
Registration with HMRC’s Trust Registration Service (where required)
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Trusts
What to have ready:
Attorney details, ID, any specific wishes or restrictions.
LPAs let you choose who can manage finances and make health/welfare decisions if you lose capacity. We prepare the documents, arrange certifications and signatures, and register them with the OPG.
Property & Financial Affairs and Health & Welfare LPAs
Guidance on choosing attorneys and replacement attorneys
Tailored preferences and instructions (e.g., investments, care wishes)
Certificate provider and witnessing arranged
OPG submission and registration tracking
Lasting Powers of Attorney (LPA)
Probate
What to have ready:
death certificate, will (if any), asset/loan statements, ID for executors/beneficiaries.
After a death, we handle the legal and practical steps to administer the estate. From valuing assets to obtaining the Grant and distributing funds, we keep executors informed.
Asset and liability valuation; asset tracing where needed
IHT forms and returns; liaising with
HMRC and the Probate Registry
Grant of Probate/Letters of Administration applications
Collecting assets, settling debts, and distribution to beneficiaries
Full estate accounts and clear reporting
Miscellaneous legal services
What to have ready:
Relevant title deeds/contracts, ID, details of parties involved.
We offer connected documents that keep your affairs accurate and up to date. These support property ownership, name changes, and adjustments to inheritances within legal timeframes.
Deeds of variation to redirect inheritances (time-limited)
Declarations of trust for co-ownership shares and contributions
Severance of joint tenancy to tenants-in-common
Change-of-name deeds and statutory declarations
Certified copies and document verification
Protection insurance
(via authorised advisers)
What to have ready:
Existing policy details (if any), dependants, income/commitments.
Financial protection helps families and businesses cope with death, serious illness, or loss of income. We introduce you to FCA-authorised advisers and coordinate policies with your estate plan and trusts.
Life insurance, critical illness cover, income protection, business protection
Beneficiary/trust nominations aligned with your will/trusts
Policy reviews after life events (marriage, children, house move)
Coordination so proceeds pay out to the right people at the right time
FCA-authorised firm; we facilitate & implement trust paperwork
Secure Storage
What to have ready:
Photo ID, list of authorised contacts.
Important originals deserve more than a drawer at home. We provide secure, indexed storage and a clear retrieval protocol so the right people can find documents when needed.
Fire-protected, monitored document storage
Document indexing and unique retrieval references
Named access permissions and identity checks
Optional will-location registration for ease of discovery
Annual confirmation of holdings (if desired)
Speak with a Secure Storage Expert
What to have ready:
property access details, instructions on items to keep/donate/sell
Whether after a bereavement or downsizing, we organise respectful, compliant clearances that dovetail with probate timelines. We catalogue items, safeguard documents, and coordinate donations, sales, and disposal.
Inventory and prioritisation of keepsakes/valuables/important papers
Liaison with charities, auctioneers, recyclers and waste carriers
Keyholding, meter readings, mail redirection, and property security
Coordination with estate agents and probate milestones
Photographic records and itemised reporting
