Attorneys make decisions on your behalf if you’re unable to. They support you by managing your home, your medical treatment and your care. You can appoint up to four attorneys and up to four replacements. We will talk through your choices to ensure you have the right people in place.

Guardians care for children under 18 if both parents have died. They make day-to-day welfare decisions and work closely with executors who manage the children’s inheritance until they turn 18. You can appoint multiple guardians and replacements. We will help you consider the best guardians for your children and how they will work with your executors.

Decide who benefits from your estate and how. This may include your spouse, children, or other loved ones. Consider what happens if a beneficiary predeceases you. You can leave assets outright or in a trust to protect against risks like legal proceedings and inheritance tax, and help preserve means-tested benefits. We will discuss your wishes and how to best structure your estate to meet your goals.

Property can be owned as Joint Tenants or Tenants in Common. Joint Tenants pass property to the survivor, while Tenants in Common pass their share according to their Will. Trusts in Wills require owning property as Tenants in Common. We will review how you own your property and discuss any necessary changes.

Learn how inheritance tax may apply to your estate. We will provide information and discuss strategies to minimise tax liabilities. Visit our inheritance tax page.

Plan for access to digital assets like photos, videos, and cryptocurrencies. Without planning, these assets may be inaccessible. We will help you create a strategy to ensure your digital assets are managed according to your wishes.  Visit How to set up your digital accounts so that your loved ones can access them if you’re not able to – UK,  for practical guidance on what to do.

Executors need information to manage your business. Business Relief can make it tax-efficient to leave business interests in a trust. We will discuss what information your executors will need and how to best plan for your business interests.

You should have a Will that complies with the laws of any country where you own assets. This ensures efficient estate administration here and abroad. We will discuss your international assets and how to best manage them.

Marriage or civil partnership revokes existing Wills. We can draft your Will to remain valid after marriage or partnership. We will discuss your plans and ensure your Will is up to date.

Provide guidance on the care of your pets. We will help you include instructions for their care in your estate plan.

Include burial or cremation preferences in your Will or a side note. We will discuss your wishes (if any) and how to document them.

Record your decision on organ donation at www.organdonation.nhs.uk/register-your-decision. We will discuss your preferences and how to ensure they are followed.

Use side letters to provide guidance to executors and guardians, such as contact details and care instructions for children. We will help you create side letters to ensure your wishes are clear.