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Our Services

Wills

At Lincoln Estate Planning Solutions we do not just mock up a Will and hope for the best. We sit down with you and provide you with the bespoke solution you and your family need, no matter how complex. Matched with our secure storage we can keep your documents safe and up to date for years to come.

All our Wills are written by skilled draftsmen.

All our Wills are checked & approved by the Society of Will Writers.

Trust & Trustee Services

·   Bare Trusts

·   Interest-in-Possession Trusts

·   Discretionary Trusts (or Accumulation Trust)

·   Mixed Trusts

·   Settlor-Interested Trusts

·   Vulnerable Beneficiary Trusts/Disabled Trusts

·   The Charitable Trust

·   Many More Trusts Matching a Trust to Your Needs.

There are many reasons to write a trust, common reasons may be to reduce your inheritance, protect everything you have worked for and protection for your children. 

There are many types of trust such as Discretionary Trusts, Life Interest Trusts, Vulnerable Beneficiary Trusts, Life Insurance Trusts, Disability Trusts, Property Protective Trusts, Asset Protection Trusts and many more...

Our role to understand your circumstances and give you the right advice, which is bespoke to you

Lasting Power of Attorney

  • Property & Financial Affairs

  • Health & Welfare

Two very important documents that everyone over 18 should have. They allow other to act on your behalf if you lose mental capacity, they allow trusted people to manage both your Health & Welfare + Property & Financial Affairs.

 

Did you know without POA, if your partner lost mental capacity, the joint bank account would be frozen, that's just the start, how would your remortgage or sell the property, how would you renew your insurance, who would make the claim on a Income Protection or Illness Policy

If you lose capacity, unless you've already filled in the Power of Attorney forms, your loved ones will need to apply through court to become 'deputy', a long and expensive process. 

If Powers of Attorneys are in place you can still have control and help make decisions for property and financial affairs and health and welfare.

Secure Storage

We provide you with secure storage. Keep all your documents safe & up to date with FREE* annual updates on your Will and Estate Plan.

So, if your Will need an update, lets get it up to date for you. Need a Power of Attorney to be changed, lets get the job done.

This service is only available by Wills drafted by Lincoln Estate Planning Solutions Ltd.

Price for secure storage is between £25 - £60 per annum.

Keeps your package safe and up to date.

Lincoln Estate Planning Solutions Ltd is a family run business.

No matter how hard or complex your arrangements are, our technical team are highly experienced and we will draft you a bespoke solution.

Should circumstances change - with our secure storage you will be able to update your Will and Estate Plan forever (T&C apply).

 

Contact us now - even if it is for a quick chat.

Honest | Professional | Knowledgeable 

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