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.
Generations have an online will writing option which is available to those who wish to be guided through the creation of their will via sophisticated online software, which will ask questions based on your individual circumstances, and this is then turned into your will by a qualified legal executive.
Step 2 – Receive your legal document to sign and have witnessed
Step 3 – One of the legal team will call you to answer any questions you may have and confirm the document has been completed correctly
There are two options available:
Standard Service – Complete the questionnaire, have it checked, printed, bound & posted.
Single Person £100.00 or Couple £140.00 when the code “Generations” is input.
Safe & Secure Service – Have an appointment with a legal expert to take your instructions, provide advice and then receive your printed, bound will.
Single Person £150.00 or Couple £200.00 when the code “Generations” is input.
There are then two options you will be asked about when our legal expert calls you, and these are as follows:
Annual storage of your document £10.00 per annum & annual update service £10.00 per annum
We strongly recommend the above two options are taken out as your document will be safely stored and will guard against any issues with a lost or damaged will and you will be able to update your will as your situation changes in future.
To get started and create your will online, click the following link and to obtain the prices above, the code “Generations” must be entered when you are asked if you have a code to input at the start of the process. I’m ready to start making my will !
More information on our services can be found on the buttons below.
Power of Attorney
Why Choose Us
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Generations Estate Planning
6a London Road, Newbury, Berkshire, England, RG14 1JX
Company Registered in England and Wales. Company No. 12529996