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Wills & Probate

Tailored Financial Planning Ltd are proud to be working in partnership with Accord Legal Services, who are a nationally recognised Estate Planning provider, our Legal Department will specialise in Wills, Trusts, lasting powers of Attorney and Probate, at prices to suit any budget. We aim to offer the professionalism and thorough service offered by a solicitors’ practice, with the warm, personal appeal of a local business.

Accord `Legal Services are a sister company to Tailored Financial Planning

Food for thought…

Do you currently have an up-to date will?
No:  Your estate will automatically be subject to the rules of intestacy.

Yes:  If you have had a windfall, children, married or divorced, moved home, or retired your Will may no longer be appropriate for your needs.

Do you currently have either a Lasting or Enduring Power of Attorney in place?
No:  If you become incapacitated in the future due to illness such as a stroke, accident or dementia, managing your financial or health and welfare decisions can become extremely challenging and expensive for your spouse or your children. Decisions could be made by complete strangers.

Is your property and/or estate held in a trust?
No:  Your full assets and estate may not go to your preferred family members, or desired beneficiaries.

Accord Legal Services are a Nationally recognised Estate Planning provider. We specialise in Wills, Trusts, lasting powers of Attorney and Probate, at prices to suit any budget. We aim to offer the professionalism and thorough service offered by a solicitors’ practice, with the warm, personal appeal of a local business.

We offer a wide range of Wills, with varying levels of protection. For those who wish to record their wishes for when the time comes, whilst also appointing guardians for young children and making funeral arrangements, we offer a highly affordable Basic Will.

For clients who seek further protection for their assets, or who have more complex requirements, we offer more comprehensive Wills, which can protect assets from avoidable losses. Our protective Trusts can effectively safeguard our clients’ assets, protecting them from losses to third parties and preventing lengthy estate disputes.

We work closely with legal professionals and government authorities to create powerful Trusts that can last up to 125 years, protecting current and future generations alike. A Lasting Power of Attorney is a document as important as your Will; just as your Will protects your assets after you’re gone, an LPA does so whilst you are alive. Without the right LPA, your loved ones could be forced to pay thousands of pounds in court fees to make decisions regarding your health and finances. Accord Legal Services offer both Health & Welfare and Property & Finance LPAs, to ensure you are fully protected for life and beyond.

Accord Legal Services also offer Probate and bereavement services. Executors often struggle with their duties after the loss of a loved one, especially if they have never acted as an Executor before. We offer free, impartial initial advice to Executors, and can act on their behalf if stated in the Will. We offer our Probate service at a reasonable and highly competitive fee, and we’re committed to helping your loved ones through what can be a difficult and emotionally challenging time. Accord Legal Services operate on a home visit basis.

Our consultants are happy to visit clients in their own homes, discussing their needs and helping them draft the Will that’s right for them. Speak to our representative today, on (desired number,) or send an email to (desired email address).

What is expected of a Deputy who has been appointed by The Court of Protection

Why Choose Us?

25

Years of Experience

350+

Happy Clients

6

Experts

What our Clients Say

Don’t just take our word for it!

“I was recommended to Tailored Financial Planning ltd by a current customer and good friend.  All avenues of investment were explained clearly.  Retirement can be a very stressful and confusing time, but the independent advice was greatly appreciated.” – P Whitty, Newton Le Willows.

P Whitty

Netton Le Willows

“Excellent service from start to finish. The adviser is always helpful and finds the best deals and outcomes. I am a returning customer because of the exceptional experience I receive. All the stress is taken away from me and it makes life easier, knowing the deal I have is the best”

P Greenwood

Wigan

“Fantastic service from everybody at Tailored Financial Planning. Even though Tommy and Chris are friends of mine, they showed how professional they are. They got me the mortgage I never thought I would be able to get. I would recommend to all to use Tailored Financial Planning. Thank you!”

M Hutton

St Helens