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Trafford, United Kingdom
11-50 Employees
2021
Our goal is to help you achieve your objectives and protect your assets for future generations. We specialise in estate planning and offer a comprehensive range of services, including drafting wills and trusts, probate administration, and asset protection. At Haven Wills & Estate Planning , we believe in putting our clients first. We take the time to understand your unique needs and provide personalised advice and guidance throughout the estate planning process.
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Will Writing with Haven Wills & Estate Planning
... Custom Estate Planning Services for You and Your ...
Sandwell, United Kingdom
1-10 Employees
2018
Brynel Estate Planning was started in March 2017 by Gary Stone, who has years of experience in the estate planning field and we are now a family business. As a client of Brynel Estate Planning, you will be treated with integrity and compassion at all times. Brynel Estate Planning – using our years of experience to serve our community with excellent service. We strive to deliver a fully rounded service which is tailored to yours and your family’s needs and wishes. We will offer our professional guidance and highlight all of the options available to you – without pressuring you to follow a path which is not what you want. Just thinking about death, let alone discussing it with loved ones is a difficult, but necessary part of life.
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Brynel Estate Planning – Your Family, Your Choice
... Brynel Estate Planning – Your Family, Your ...
Lymm, United Kingdom
1-10 Employees
The money could have been invested to provide a long-term income, and this would certainly have been more in-line with what the deceased told me was their intention. Covid-compliant video consultations available on most leading platforms. One of our friendly team of experts will be in touch with you soon.
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Home | Elliott George Estate Planning
... Home | Elliott George Estate Planning ...
Beverley, United Kingdom
1-10 Employees
We provide advice across a wide range of financial products including investments & savings, pensions, and insurance. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. Established in 2002, we have many years’ experience providing independent financial advice to individuals, families and businesses. We also provide training for law and accountancy firms on the use of financial products, and act as expert witness in litigation cases where financial products and modelling are involved.
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Martin Coulter IFA | Estate Planning Solutions | Beverley, Yorkshire
... Estate Planning Solutions Limited are Independent Financial Advisors. We specialise in serving high net worth individuals, families and businesses. Based in Beverley, East Yorkshire, we advise clients throughout the UK. www.estateplans.co. ...
Manchester, United Kingdom
11-50 Employees
2004
Our services help numerous clients and their families to proactively safeguard their wealth and optimise inheritance for cherished beneficiaries. Our company specialises in delivering professional, accredited estate planning solutions, encompassing a range of services such as Wills, Will Trusts, Lifetime Trusts, and Lasting Power of Attorney. Furthermore, our primary objectives revolve around safeguarding and conserving your wealth, prompting us to offer a comprehensive estate planning service. Recommendations provided are tailored to your unique circumstances, empowering you to make well-informed decisions based on your present situation. Estate Planning Solutions is the trading name of Holistic Estate Planning Solutions Ltd. Paul Dodsworth is a full member of the Society of Trust and Estate Practitioners (STEP) Membership No.202808.
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Estate Planning Solutions – Wills, Trusts & LPA’s
... Estate planning company offering solutions for later life protection. Services include Wills, Will Trusts, Lifetime Trusts and LPA's. ...
Daventry, United Kingdom
1-10 Employees
We are an estate planning company dedicated to offering expert guidance and support to individuals and families throughout the UK. Welcome to our estate planning firm, where we are committed to providing expert guidance and support to individuals and families across the UK. Our team of experienced professionals are dedicated to helping you create a comprehensive and effective estate plan that meets your unique needs and protects your assets for the future. Our team works closely with you to understand your goals and concerns, and to develop a tailored strategy that addresses your specific needs and circumstances. Vision Estate Planning is proud to be a trusted member of the Society of Will Writers. You can rely on us to provide comprehensive solutions and peace of mind for the protection of your assets and loved ones. We offer personalised estate planning solutions for a secure future. Our experienced team provides expert guidance and support to create comprehensive and effective estate plans tailored to your unique needs.
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Expert Estate Planning Services for a Secure Future
... Create a secure future with our expert estate planning services. Our dedicated team guides you in crafting a tailored and comprehensive plan to protect your assets. ...
Worthing, United Kingdom
1-10 Employees
2017
We offer a personalised consultation at our Worthing Office, or at your home depending on location, or via Zoom. We offer flexible appointment times including evenings, agreeing fixed fees in advance. Paul is the founder of Stanford Legal Services, full member of STEP and the Society of Will Writers. Jay is passionate about making sure families have the right Will in place to protect and maximize what they leave their chosen loved ones. John is a Legal Adviser and an affiliate member of the Society of Will Writers. Stanford Legal Services/Stanford Wills is the trading name of 4 Momentum Limited. We will show you how to preserve, protect and provide for the ongoing management of assets intended for vulnerable beneficiaries such as young children.
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Estate Planning Legal Services - Worthing and Nationwide
... Estate Planning Legal Services in Worthing and Nationwide: Expert, cost effective Wills, Probate, Powers of Attorney, Trusts & Funeral ...
Worcester, United Kingdom
1-10 Employees
2020
We are happy to arrange to visit you in the comfort of your own home, to assess your current situation, answer your questions and provide peace of mind for the future. Robert is a Chartered Financial Planner with over 30 years’ experience working in a financial environment. Putting the most appropriate planning in place is a challenge which Nigel relishes.
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Wills and Estate Planning
... Wills and Estate Planning ...
Birmingham, United Kingdom
1-10 Employees
2020
We are available and want to help, our specialist team is here to answer any questions you have. Lilies Estate Planning Ltd offer services that can assist with difficult events that we all experience throughout our life, some of these are extremely distressing and can prove to be difficult for our families to deal with at varying times throughout our lives. Our dedicated team focus on protecting you, your family and everything you have worked so hard to achieve. We spend our lives working hard to support and provide for our families, it is worrying that over 30 million UK adults do not have the relevant protection for their families when they die. We at Lilies Estate Planning have made it our mission to ensure our families have the right documents and protection in place to support their families when they are no longer here. Lilies Estate Planning provide a range of Family Estate and Financial Planning Services. Our award winning team operates at a fixed fee, not the value of the estate. The range of services we offer enables you to relax, and keep your family and estate protection in one place.
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Featured
Family Financial & Estate Planning Service In Birmingham
... Family Financial & Estate Planning Service In ...
Ann Arbor, United States
11-50 Employees
2002
We are not the right fit for every law firm, but we'll always point you in the right direction. At The Modern Firm, we understand how law firms operate, grow, and succeed. Brendan Chard, President of The Modern Firm, is a frequent speaker at multiple CLE and State Bar events throughout the country. On Customer Service: If there is one thing that we are passionate about, it is great customer service. With no long-term commitment the pressure stays on us to adapt and deliver the clients you want month after month. Our marketing experts help law firms become more visible to people looking online for an attorney, and we provide support on how to nurture existing clients and referral sources to generate more work. We do not require long-term commitments for our services, but we are committed to creating long-term relationships with our clients. We hold ourselves accountable to delivering results each month and, in collaboration with you, adapting your plan as needed to drive more quality leads.
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Dayton Estate Planning Website
... View the website we launched for a Dayton estate planning law firm. ...
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Some interesting numbers and facts about the results you have just received for Estate Planning
| Country with most fitting companies | United States |
| Amount of fitting manufacturers | 840 |
| Amount of suitable service providers | 3581 |
| Average amount of employees | 1-10 |
| Oldest suiting company | 2002 |
| Youngest suiting company | 2021 |
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Estate planning is a comprehensive process involving the management and disposal of an individual's assets in the event of their incapacitation or death. This strategic preparation encompasses the drafting of wills, setting up trusts, designating beneficiaries, and establishing durable powers of attorney and healthcare directives. Its primary purpose is to ensure that an individual's financial goals are met posthumously, with minimal legal complications and tax implications for the heirs. Through meticulous planning, it provides a clear directive on the distribution of assets, which can include everything from real estate, investments, and personal property to digital assets. Estate planning also plays a crucial role in safeguarding the financial stability of the deceased's family, reducing the burden of estate taxes, and preventing disputes among surviving relatives. Moreover, by specifying medical care preferences, it empowers individuals to make critical decisions about their health care in advance, thereby relieving their loved ones from making those difficult choices during times of crisis. In its essence, estate planning is not solely for the wealthy; it is a vital process for anyone wishing to ensure their financial affairs are handled according to their wishes, providing peace of mind for both them and their beneficiaries.
1. Control Over Asset Distribution
Estate planning empowers individuals to dictate precisely how and to whom their assets are distributed upon their death. This proactive approach ensures that your wishes are respected, minimizing the chances of family disputes and potential legal battles that can arise with intestacy (dying without a will).
2. Minimizes Estate Taxes
A well-structured estate plan can significantly reduce the amount of taxes owed by your estate. Through various legal strategies, including gifts, trusts, and charitable donations, estate planning allows for the efficient transfer of assets to beneficiaries while minimizing tax liabilities.
3. Protection for Beneficiaries
Estate planning is crucial for protecting beneficiaries, especially minors or those who might not be financially savvy. By setting up a trust, you can stipulate the conditions under which assets are distributed, ensuring that the beneficiaries' financial needs are met over time and protecting them from potential creditors.
4. Avoids Probate
One of the most significant benefits of estate planning is avoiding the probate process. Probate can be time-consuming and costly, diminishing the value of the estate left for the heirs. Through proper estate planning, assets can be transferred directly to the beneficiaries without the need for probate court involvement.
While evaluating the different suppliers make sure to check the following criteria:
1. Experience and Expertise
Ensure the supplier has a proven track record in estate planning, with specific expertise relevant to your needs (e.g., trust creation, will drafting).
2. Accreditations and Certifications
Verify that the supplier holds current accreditations or certifications from recognized professional bodies in estate planning or law.
3. Technology and Tools
Assess the technology and tools the supplier uses for estate planning, including software for document management and secure communication platforms for client confidentiality.
4. Customer Reviews and Testimonials
Read through customer reviews and testimonials to gauge the supplier's reputation and the satisfaction level of their previous clients.
5. Customization and Personalization
The supplier should offer customized estate planning services that can be tailored to meet your specific financial and familial situation.
6. Transparent Pricing
Look for clear, upfront information on pricing to avoid any hidden fees or charges associated with the estate planning services.
Estate planning plays a crucial role in the financial services industry, where businesses often offer estate planning as part of their wealth management portfolio. Here, the focus is on assisting high-net-worth clients in structuring their assets in a manner that minimizes tax liabilities and ensures the seamless transfer of wealth to subsequent generations. This service is integral to maintaining client relationships and fostering trust, highlighting the importance of personalized, expert advice in wealth preservation and succession planning. In the legal sector, firms leverage estate planning as a specialized service, providing counsel and documentation for trusts, wills, and estate administration. This use case underscores the demand for legal expertise in navigating complex state and federal laws to protect assets and ensure they are distributed according to the client’s wishes. Legal professionals play a pivotal role in addressing intricate family dynamics and business interests, making estate planning a cornerstone of their offerings. Additionally, the insurance industry incorporates estate planning into its suite of services, offering products like life insurance that play a key role in estate plans. These policies can be structured to provide liquidity for estate taxes, settle debts, or offer a financial safety net for beneficiaries. The strategic use of insurance in estate planning exemplifies how various financial tools and products can be harmonized to achieve comprehensive asset protection and legacy planning objectives.
Estate planning, traditionally a manual and consultation-intensive process, has experienced significant digitization, positioning it at a Technology Readiness Level (TRL) of approximately 7 to 8. This assessment reflects the successful demonstration of prototype technology in operational environments, particularly through online platforms and software that facilitate document creation, estate management, and legal consultations. The ascent to this TRL is primarily due to advancements in secure digital communication, encryption technologies, and the integration of artificial intelligence for personalized estate planning advice. These technical developments have enabled the creation of highly secure, user-friendly platforms that offer end-to-end estate planning services, encompassing will creation, trust management, and digital storage of crucial documents. Moreover, the application of blockchain technology for record-keeping and the execution of smart contracts has further solidified the reliability and efficiency of digital estate planning tools. However, it has not yet reached the pinnacle of technology readiness (TRL 9) due to ongoing challenges in regulatory acceptance across jurisdictions and the need for further enhancements in user trust and technology literacy among older demographics, who are the primary users of estate planning services.
In the Short-Term, the estate planning sector is witnessing the integration of artificial intelligence (AI) and machine learning (ML) to automate document generation and enhance personalized service offerings. These technologies streamline the creation of wills and trusts, making estate planning more accessible. Additionally, blockchain technology is beginning to play a role in securely storing and verifying essential documents, ensuring authenticity and reducing fraud. Mid-Term advancements will likely see the proliferation of smart contracts within the blockchain framework, revolutionizing how assets are distributed. This technology automates the execution of wills, ensuring that beneficiaries receive their assets without the need for probate or legal intervention. Furthermore, virtual reality (VR) platforms will enable immersive estate planning experiences, allowing individuals to visualize asset distribution and estate scenarios in a more interactive manner. Looking at the Long-Term, it's anticipated that quantum computing will significantly impact estate planning by offering unparalleled data security and privacy. This advancement could lead to the development of virtually unhackable systems to store sensitive estate information, providing peace of mind for individuals regarding the safety of their digital legacies. Additionally, advancements in natural language processing could enable AI to offer highly personalized estate planning advice, making complex legal concepts easily understandable to individuals without legal expertise.
Some interesting questions that has been asked about the results you have just received for Estate Planning
What are related technologies to Estate Planning?
Based on our calculations related technologies to Estate Planning are Education, Engineering Services, IT & Technology Services, Healthcare Services, Consulting
Who are Start-Ups in the field of Estate Planning?
Start-Ups who are working in Estate Planning are Haven Wills & Estate Planning
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Union Estate Planning,
Scully and Baldock LtdWhich industries are mostly working on Estate Planning?
The most represented industries which are working in Estate Planning are Financial Services, Professional Services, Others, Lending and Investments, Real Estate
How does ensun find these Estate Planning Companies?
ensun uses an advanced search and ranking system capable of sifting through millions of companies and hundreds of millions of products and services to identify suitable matches. This is achieved by leveraging cutting-edge technologies, including Artificial Intelligence.
