Life & Legacy Plan - Vital legal planning for your life and family.
At Crombie Wilkinson, we care about our clients and their future. That’s why we believe in the power of proactive legal planning.
With just three essential documents - a Will, a Health & Welfare Lasting Power of Attorney, and a Property & Financial Affairs Lasting Power of Attorney - you can ensure your affairs are in order, your loved ones are protected, and future stress and costs are reduced. Expertly delivered with premium service and transparent pricing — real value, no hidden costs.
We work hard to make sure that as many of our clients as possible have these three documents in place. Together these three documents make up our Life & Legacy Plan for you.
Many people believe that if you have a Will in place, all your affairs are arranged and you and your family will have nothing to worry about.
It is correct that having a Will in place can remove some uncertainty and can minimise tax. What is less well-known is that to really be of value, a Will needs to be very detailed and tailored to your precise circumstances.
Many Wills fail to do that – they often fail to even mention, for example, who is going to raise your children! Also – the person making the Will must do things in a certain way if they are to make sure that their wishes are indeed carried out after they have passed away.
That kind of detailed exercise is simply not possible, in our view, where Wills are sold cheaply or on-line. They are hugely important, hugely personal documents and we are only prepared to give them the time and exploration that they deserve.
We won’t cut corners – saving money at this stage could cost you or your family a fortune later – a fortune in money, time, stress and conflict.
Nowadays people are living longer and longer, but often without retaining the mental facilities they need to allow them to look after their own affairs.
If you are alive but do not have the mental capacity to manage your own financial or property affairs, then unless you have formally appointed and authorised someone to deal with them on your behalf, your family will be put to the time and expense of having to work with what is called the Court of Protection, the Government office that makes sure you and your assets are protected.
It takes months and potentially lots of expense to get things done through the Court of Protection.
A far easier way of reducing the expense, trauma, and time everything could take is for you to put in place a Lasting Power of Attorney, to cover your property and financial affairs.
By this, you can you appoint someone you trust to act on your behalf in relation to your financial affairs. Your family will already be suffering at your decline in health, so at least, by having this document in place, their stress is not added to by the delay and cost of them having to deal with the Court of Protection. This provides peace of mind for all involved.
(Incidentally, once you have appointed someone as your Attorney, they can deal with things for you even before you lose capacity – for example, if anything needed doing while you were abroad).
This is one last piece of the jigsaw that you can put in place that goes even further towards making sure your wishes are carried out, and making sure distress to your family is minimised.
It may seem a long way away, but such decisions may also be needed earlier in life if you temporally lose capacity. A Lasting Power of Attorney for Health and Welfare means not only that you can go a long way towards receiving or avoiding certain treatments, but it also means that your family doesn’t have to make decisions that may cause upset and even conflict later.
To get you onto our Life & Legacy Plan as soon as possible, we offer:
Get in touch with our Private Client team at one of our offices – York, Selby, Malton or Pickering - to discuss the protection of the Life & Legacy Plan.
Our advice is to be proactive and protect what matters the most—now and for your future.
Find out more about our Life & Legacy Plan For Your Business.
Find out more about your Service Pledge.
Find out more about Your Client Benefits all our clients receive from us.
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