Life & Legacy Plan For Your Business

Life & Legacy Plan - Vital legal planning for life and business. 

At Crombie Wilkinson, we care about our clients and their future. That’s why we believe in the power of  proactive legal planning. 

We therefore don’t just wait until you ring us when a legal issue arises.

We look after our clients long before then – we want to help you avoid issues and difficulties.

We will work with you to take pro-active steps to reduce the risks that all business and owners of businesses face. That is – we want you on our Life & Legacy Plan, as we believe this will help you, your business, and your family to avoid disruption, delays, stress and expense later on.

Time and time again, law firms are instructed to help businesses to sort out problems after they have “exploded”. We’d prefer to help you to avoid such “explosions”. We therefore engage with you to close any gaps that may exist in key documents that you use, and to make sure that any missing documents are put in place for you.

We recommend having all the key documents in place and up to date for your business, otherwise costs and consequences could be much greater later on. Expertly delivered with premium service and transparent pricing — real value, no hidden costs.

This includes:

Terms and conditions
Credit control procedures
Contracts of employment
Staff handbook
Partnership agreement or shareholders agreement
Commercial premises lease
Lasting Power of Attorney for Business
Supplier contracts

We look forward to working with you, getting your business, you and your family onto our Life & Legacy Plan so that you can manage the risks that all businesses and families face, and to looking after you, your business, and your family, for many years to come.

Our Business Life & Legacy Plan – ensuring key business documents are in place and up to date.

Life & Legacy Plan  

makes it simple to put the documents in place 
is your path to peace of mind, clarity, and control 
helps you lay the legal foundations, so your life, family, and business are built on solid ground 
provides you with a durable document folder designed to keep your papers securely organised and easily accessible whenever needed 
expertly delivered with premium service and transparent pricing — real value, no hidden costs.

To get you onto our Life & Legacy Plan, as soon as possible, we offer:

pricing options that bring you certainty as to the cost of getting the protection in place
Service Pledge commitments at all times as we carry out a thorough exploration of your wishes and circumstances
free secure storage of certain documents

Your next step 

Get in touch with our Company and Commercial team to discuss the protection of the Life & Legacy Plan business elements.  

Our advice is to be proactive and protect what matters the most—now and for the future. 

Find out more about our Life & Legacy Plan For You.

Find out more about your Service Pledge.

Find out more about Your Client Benefits all our clients receive from us.

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What our Clients say

It was a delightful to work with you and we will certainly come to you again for legal work.
We would recommend you to anyone as we were highly satisfied.
We have come across other legal teams and seen how their services have worked and we would highly recommend Crombie Wilkinson as they are competent and approachable in their services.
Everything was explained clearly and as a first time buyer I found this particularly helpful.
Have huge confidence in Crombies, always listen, always act.
Having had previous property related work completed in a prompt and satisfactory manner we were more than happy to approach your company for further work on our behalf.
Your firm did an excellent job meeting my expectations at a sensible cost.
You are available for the client, you communicate with the client, you do this within 24-48 hours, we feel safe with you because of this.
Our solicitor, secretary and the reception staff all excellent service.
Quick and easy, I have already recommended a friend, they are also using you to buy a house.
Your patience and support has been much appreciated. You helped me through a very difficult, frustrating time but I am already settled in my new home and the children all feel happy there, in fact they have hardly left!!
Everyone was so friendly, we were soon put at ease.
Immediate attention and sunny disposition, caring, nothing was too much. Levels of service are perfect, no improvement necessary.
I was very pleased with Crombie Wilkinson. I will in future always go back with any problems I may have.