Company: Heritage Wills Location/Address: 13 Hellesdon Park Road, Drayton High Road, Hellesdon, NR6 5DR Postcode(s) Covered: National I have been working as an Estate Planning Consultant since February 2019 and am a proud member of the Society of Will Writers. My role involves delivering exceptional customer service to clients across a wide range of estate…
Company: Heritage Wills
Location/Address: 13 Hellesdon Park Road, Drayton High Road, Hellesdon, NR6 5DR
Postcode(s) Covered: National
I have been working as an Estate Planning Consultant since February 2019 and am a proud member of the Society of Will Writers.
My role involves delivering exceptional customer service to clients across a wide range of estate planning matters, including will writing, trusts, and lasting powers of attorney.
I focus on explaining these complex areas in a clear and accessible way, while staying up to date with changes in relevant laws and legislation.
I take great satisfaction in using my knowledge and experience to help clients protect their assets and provide peace of mind for themselves and their loved ones.
Outside of work, I enjoy spending quality time with my family and our pets.
Feel free to reach out on 01603 894500 or email me📧 [email protected]
– Will Writing: Creating legally robust wills that reflect clients’ wishes, safeguard their assets, and provide for their families.
– Lasting Powers of Attorney: Drafting documents that grant trusted individuals the authority to make important decisions on behalf of those who may become unable to do so themselves, whether for reasons of health, age, or incapacity.
– Trusts: Advising on and establishing trusts as a way to manage, protect, and distribute assets according to specific terms and conditions.
– Inheritance Tax Planning: Offering strategies and solutions to help minimise liabilities and maximise the financial legacy left to heirs.
– Probate Services: Guiding families and executors through the complexities of settling an estate after death, including legal procedures and administrative requirements.
– Secure Storage: Providing safe, confidential storage for important documents, ensuring they are readily available when needed.

