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Top Estate Planning Companies

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60 companies for Estate Planning

AFFINITY ESTATE PLANNING (SCOTLAND) LIMITED's Logo

AFFINITY ESTATE PLANNING (SCOTLAND) LIMITED

United Kingdom

A

1-10 Employees

-

Key takeaway

The company offers estate planning services and can connect you with a solicitor for further legal assistance.

Reference

Core business

Estate Planning Services

The Law Network P.C.'s Logo

The Law Network P.C.

Centennial, United States

B

1-10 Employees

-

Key takeaway

The company emphasizes its commitment to providing a seamless and supportive estate planning experience, recognizing the unique dynamics of each family. With over 65 years of combined experience, their team offers personalized guidance to help clients create effective legacy plans that protect their wealth for future generations.

Reference

Service

services-img1 | Estate Planning

Francis Hughes's Logo

Francis Hughes

Elmbridge, United Kingdom

A

1-10 Employees

-

Key takeaway

Hughes Collett, a firm of Chartered Accountants, provides specialized estate planning services, including inheritance tax planning strategies and the establishment of family trusts, particularly tailored for high net worth individuals and older clients. They also offer non-contentious probate and estate administration services, emphasizing a personal approach that sets them apart from other firms.

Reference

Service

Estate Planning

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Hughes Collett's Logo

Hughes Collett

Elmbridge, United Kingdom

A

1-10 Employees

-

Key takeaway

Hughes Collett, a small firm of Chartered Accountants, offers specialized estate planning services, including inheritance tax planning and the establishment of family trusts, particularly tailored for high net worth individuals and older clients. They also provide non-contentious probate and estate administration services, emphasizing a personal approach that sets them apart from other firms.

Reference

Service

Estate Planning

NIGEL WEBSTER & CO LIMITED's Logo

NIGEL WEBSTER & CO LIMITED

United Kingdom

A

1-10 Employees

1998

Key takeaway

The company offers a variety of financial services, including estate planning, which highlights their expertise in helping clients manage their assets and prepare for the future.

Reference

Service

Estate Planning

Redstone Associates's Logo

Redstone Associates

London, United Kingdom

A

1-10 Employees

2020

Key takeaway

The company offers tailored services to meet individual needs, emphasizing clear communication to ensure a true understanding of financial affairs, which is essential in estate planning.

Reference

Service

Estate Planning

Taylor Viney & Marlow's Logo

Taylor Viney & Marlow

Brentwood, United Kingdom

A

11-50 Employees

1973

Key takeaway

Taylor, Viney & Marlow provides specialized services in estate planning, catering to the diverse needs of individuals and organizations. Their expert team offers professional advice in various areas, ensuring a comprehensive approach to personal financial development and estate management.

Reference

Service

Estate Planning

Northover & Co's Logo

Northover & Co

United Kingdom

A

11-50 Employees

2015

Key takeaway

The company emphasizes its extensive professional experience and knowledge, offering business owners competent and affordable advice, including in the area of estate planning. Their established team is prepared to provide trusted guidance to help clients exceed their estate planning goals.

Reference

Service

Estate Planning

Tim Williams's Logo

Tim Williams

Daventry, United Kingdom

A

1-10 Employees

-

Key takeaway

Vision Estate Planning is dedicated to providing expert guidance and support for individuals and families in the UK, helping them create comprehensive and effective estate plans tailored to their unique needs. Their experienced team works closely with clients to develop personalized strategies that protect assets and ensure peace of mind for the future.

Reference

Service

Services | Vision Estate Planning

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Plan 4 Estate Ltd's Logo

Plan 4 Estate Ltd

London, United Kingdom

A

1-10 Employees

2020

Key takeaway

Plan 4 Estate specializes in estate planning, offering professional services such as will writing and inheritance tax advice. Their director, Samir Shah, is a member of the Society of Will Writers & Estate Planning Practitioners, ensuring a high standard of expertise in this field.

Reference

Service

Estate Planning – Plan 4 Estate


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Things to know about Estate Planning

What is Estate Planning?

Estate planning involves the process of arranging for the management and disposal of a person's estate during their life and after death. This typically includes the creation of legal documents such as wills, trusts, and powers of attorney, which ensure that an individual's wishes regarding their assets, healthcare, and guardianship are honored. Engaging with estate planning providers is essential for individuals who want to protect their legacy, minimize taxes, and ensure a smooth transition of assets to beneficiaries. These professionals guide clients through the complexities of estate laws and help tailor plans to meet specific needs and goals, providing peace of mind for the future.


Why is Estate Planning important?

Effective estate planning is crucial for ensuring that an individual's assets are distributed according to their wishes after their passing. It minimizes potential disputes among heirs and provides clear instructions for the management of assets, which can significantly ease the burden on loved ones during a difficult time. Moreover, a well-structured estate plan can help reduce taxes and avoid probate, thereby protecting the estate's value. Additionally, estate planning can include provisions for health care decisions and the appointment of guardians for minor children, ensuring that personal wishes are honored. This comprehensive approach not only secures financial interests but also reflects the individual's values and intentions, making it an essential step in long-term financial planning.


What are the key components of Estate Planning?

1. Will
A will is a fundamental document in estate planning that outlines how an individual's assets will be distributed after their death. It specifies beneficiaries and can appoint guardians for minor children, ensuring that personal wishes are honored.

2. Trusts
Trusts are legal arrangements that hold assets for the benefit of specific individuals or entities. They can help manage estate taxes, provide for minor children, and protect assets from creditors, offering flexibility in asset management.

3. Power of Attorney
This document grants someone the authority to make financial or health-related decisions on behalf of an individual if they become incapacitated. It ensures that someone trustworthy can manage critical matters when the individual cannot.

4. Healthcare Proxy
A healthcare proxy allows individuals to designate someone to make medical decisions on their behalf. It is essential for ensuring that healthcare choices align with their values and preferences in critical situations.

5. Beneficiary Designations
Naming beneficiaries on accounts and policies is crucial for ensuring that assets transfer directly to intended individuals upon death, bypassing the probate process. This component helps streamline asset distribution and maintain privacy.


How does Estate Planning benefit beneficiaries?

Estate planning provides numerous benefits for beneficiaries, ensuring a smoother transition of assets after one's passing. It helps clearly define how assets will be distributed, minimizing potential disputes among family members. By outlining specific instructions, estate planning can also reduce the time and costs associated with probate, allowing beneficiaries to receive their inheritances more quickly and efficiently. Additionally, effective estate planning can minimize tax liabilities, which ultimately preserves more wealth for beneficiaries. It may include setting up trusts that protect assets from creditors or ensuring funds are used for specific purposes, such as education or healthcare. Overall, a well-structured estate plan contributes to financial security and peace of mind for those left behind.


What are common mistakes in Estate Planning?

1. Not Updating Documents
Many individuals create an estate plan but fail to update it regularly. Life changes such as marriage, divorce, or the birth of children can significantly affect one's estate plan. Not addressing these changes can lead to outdated provisions that do not reflect current wishes.

2. Ignoring Tax Implications
Overlooking the tax consequences of estate planning can result in unexpected liabilities for heirs. Understanding how different assets are taxed and incorporating strategies to minimize tax burdens is crucial for effective estate planning.

3. Lack of Communication
Failing to communicate intentions with family members can lead to confusion and conflict after one's passing. Open discussions about plans and wishes can help ensure that loved ones understand and respect the decisions made in the estate plan.


Insights about the Estate Planning results above

Some interesting numbers and facts about your company results for Estate Planning

Country with most fitting companiesUnited States
Amount of fitting manufacturers2764
Amount of suitable service providers8861
Average amount of employees1-10
Oldest suiting company1973
Youngest suiting company2020

Geographic distribution of results





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Frequently asked questions (FAQ) about Estate Planning Companies

Some interesting questions that has been asked about the results you have just received for Estate Planning

Based on our calculations related technologies to Estate Planning are Education, Engineering Services, IT & Technology Services, Healthcare Services, Consulting

Start-Ups who are working in Estate Planning are Redstone Associates, Plan 4 Estate Ltd

The most represented industries which are working in Estate Planning are Finance and Insurance, Other, Judiciary, Real Estate, IT, Software and Services

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.

Related categories of Estate Planning