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Important News

Did you pay more than you should have?… Under a new Government scheme, those who registered a Lasting Power of Attorney between 1st April 2013 and 31st March 2017 could be entitled to a partial refund of fees paid to the Office of the Public Guardian!

The Digital Estate Plan

My Final Wishes

Detail what you would like to happen to your online accounts, or at your funeral, and leave messages for your loved ones.

Filing Cabinet

Record where your important documents are and simply upload them to your digital filing cabinet. Ensure your loved ones know where to look if anything were to happen to you.

Online Accounts

From your amazon log in, to your device passcode; record your online life and make sure your loved ones know what you would like to happen to your accounts.

Funeral Wishes

Take the burden away from your loved ones and make sure they know what you would like at your funeral. From songs to flowers; music to a headstone; you can detail it all.

Messages

Leave messages for your loved ones by simply uploading videos, audio messages, photos and notes; safe in the knowledge they are stored securely until the time comes.

Lifetime Planning Plus Bereavement Support

The online services* are written by legal experts, without jargon, using simple multiple-choice questions as opposed to complicated forms.

Redeem your Digital Estate Plan voucher, make your Will or Lasting Power of Attorney, receive professional advice and bereavement support when you need it and access other unique features.

Making A Will

Write your Will online; you decide who should benefit when the time comes.

Lasting Power of Attorney

Appoint Attorneys to make decisions at a time when you are unable to.

Executor Support

Takes you through each step of what to do when someone dies.

*Subject to suitability

**You will be directed to the Portal website where you can login or register.

Family & Friends Vault

The Family and Friends Vault allows your loved ones to benefit from your storage plan and safely store their important documents; Wills, Lasting Powers of Attorney, Deeds, and much more.

Not only that, but we have made retrieving documents simple; giving you, and your family and friends, peace of mind that all documents are secure, but easily accessible when they are needed.

Help me decide

The right service for you

As an online customer you have exclusive access to additional services, such as our free to use How Much Help app. We know it can be difficult deciding on the best fit for your circumstance; so why not try the app and see how much professional help you may need.

*You will be directed to the How Much Help website to complete the questionnaires

Visit The Help Centre

Need a little help with one of our services? Or have a few questions? Take a look at our help centre; it’s full of resources and guides to help you. Alternatively, get in touch, and we will be happy to go through any queries with you directly.

We value your opinion!

If you have a spare minute, we would love to hear what you think of your account area! Please fill out our feedback form.

Have your say…

Has one of the team made you think WOW! what great customer service? Why not nominate them for a Wow! Award?

It’s really simple, just complete the nomination form letting us know about your experience; it only takes a minute or so and the feedback you provide is invaluable!

Informative
“When Natalie phoned me for a telephone apt to make a new will she listened to my current situation and gave me loads of invaluable information on what to do next and how to make sure my partner and I were both protected, sensible precautions that I had no idea were needed to taken – I think she has been a life saver, I can’t thank her enough.” Liz Morgan
Engaging
“Beyond an exceptional and highly personable and engaging telephone manner it was Angie’s insight and product knowledge that particularly impressed. Angie understood our situation perfectly and brought great clarity to the discussion. A particular feature of our recent telephone conversation was Angie’s willingness to widen the brief in order to share information that she felt might be (and was) worthy of us considering. Fabulous ‘front end’ showcase for Trust Inheritance! Many thanks Angie.” Matthew Percival
Professional
“I phoned today with a query about our wills which we had made 10 years ago. We thought they would no longer be valid, and I had agonised for a long time on whether to contact you or not. Chris was so helpful and answered all my questions so professionally (and friendly) which really helped. He has re-set up our original plan over a much shorter period and this has put our minds at rest that our wishes will be carried out when the time comes!” Margaret Latham
Efficient
“Hi – I needed to update not only our address but also our will details, Sophie understood straight away and sent over the details and a reminder of policy within 2 minutes – all we needed and very quickly address- thank you Sophie” Simon Shuker

Get in Touch

Have a question? Need some help? We are happy to go through any queries you may have. Call, email, or CHAT with us LIVE online using the link in the bottom right of the screen for an instant response.

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If you are unsure about anything at all, do not hesitate to get in touch.