Welcome to Generations Estate Planning
We at Generations Estate Planning offer a number of services that aim to protect you and your family and help you plan for the future.
We assist clients all over England and Wales and if you are in need of a personalised, professional service then we would love to hear from you.
We can ensure your wishes are appropriately recorded by drafting a Will, and if needed, also by setting up a Lasting Power of Attorney so that decisions about your finances or health can be taken by those that you choose. We can also assist with Trusts to protect your interests and those of people you wish to leave assets to.
Generations is committed to offering expert advice to our clients and their families; the Generations team have a wealth of experience and expertise in Financial Services that they bring across to the Estate Planning industry so you can be sure you are in safe hands.
The directors are all advisers at J Finance and Generations was set up in response to many clients looking for assistance with their estate planning. Therefore, should you require it, our team are also able to help you with financial advice on a wide range of matters.
Our legal team, who we instruct to complete client documents such as Wills and Lasting Power of Attorney applications, are members of the Chartered Institute of Legal Executives which ensures their work is of a high standard and they are up to date with changes to laws or legal processes.
Unlike a solicitor, we do not charge hourly for our work, nor do we have extortionate fees for amending your documents in future, for example if you need to alter your Will to reflect a change in circumstances or wishes. We charge per piece of work undertaken for a client and should you decide you need assistance with several areas that we work in, for example a new Will and creation of a Lasting Power of Attorney, we are able to offer discounted fees. Please contact us to discuss our fees. All prices are agreed and a Client Agreement signed before commencement of work so you are fully in control of the process and there are no hidden costs later down the line.
Creating a will is one of the simplest and most important steps you can take to protect your family’s future. We work closely with our clients to ensure that we consider all of your requirements, so that the process is as collaborative as possible.
Your will is prepared by our legal team who are available to discuss any concerns or queries you have and provide advice and guidance.
Prices are discussed on a case by case basis depending on the content of the will and your wishes.
Power of Attorney
When preparing Lasting Powers of Attorney documents on your behalf, we gather all the information needed for our legal team to prepare the Lasting Power of Attorney forms for you and register them for use with the Office of the Public Guardian. There are two types of Power of Attorney – a health and welfare LPA and a property and financial affairs LPA. They each have different uses, contact us to discuss your needs and allow us to quote for the work involved in setting this up on your behalf.
To discuss all aspects of Estate Planning please use the links below to contact us today.
Send Us a Message
Generations Estate Planning
6a London Road, Newbury, Berkshire, England, RG14 1JX
Company Registered in England and Wales. Company No. 12529996