Company: Heritage Wills Location/Address: 13 Hellesdon Park Road, Drayton High Road, Hellesdon, NR6 5DR Postcode(s) Covered: National As an Estate Planning Consultant, I specialise in helping individuals create wills and other legal documents designed to safeguard their assets and protect their loved ones. My role is to guide clients through important decisions with clarity and care, ensuring…
Company: Heritage Wills
Location/Address: 13 Hellesdon Park Road, Drayton High Road, Hellesdon, NR6 5DR
Postcode(s) Covered: National
As an Estate Planning Consultant, I specialise in helping individuals create wills and other legal documents designed to safeguard their assets and protect their loved ones. My role is to guide clients through important decisions with clarity and care, ensuring their wishes are properly documented and legally sound.
With my time spent in estate planning, I’ve developed a deep understanding of the legal and emotional complexities involved. I approach each case as an opportunity to learn and to support people during pivotal moments in their lives. I provide clear, tailored advice on estate matters and am currently expanding my expertise in property trusts to offer even more comprehensive protection for clients’ homes and estates.
I believe that every day is a chance to learn something new, and every client brings a unique story. This diversity enriches my work and broadens my knowledge across a wide range of topics. I’m passionate about sharing what I’ve learned to help others make informed decisions about their future.
Outside of work, I enjoy reading and crocheting—activities that allow me to unwind and stay creative.
Email: [email protected]
Phone: 01603 894500
– 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.
