My Services
Wills, Trusts, LPAs & Estate Planning – made simple, personal, and stress-free.
From straightforward Wills to more complex trusts and estate planning, I offer clear, jargon-free support across all areas of future planning, based in Newton Abbot but working with clients across Devon and beyond.
All services are offered at fixed fees with no hidden costs and no pressure to commit.
Click the sections below to find out more about each of my services.
Will Writing
Make your wishes clear and take the pressure off your loved ones.
✅ Fixed-fee Will packages (no hidden costs)
✅ Tailored advice based on your circumstances
✅ Clear, jargon-free guidance throughout.
A Will is one of the most important documents you’ll ever create – it puts you in control. You decide who inherits what, name guardians for your children, leave personal gifts, and even share your funeral wishes. Without one, your estate is handled under the rules of intestacy — and that may not reflect your wishes, especially in modern family setups.
I’ll guide you through the process step-by-step, making sure everything is sorted properly and legally. Whether it’s your first Will or you’re updating an existing one, I’m here to make it as straightforward as possible.
Trusts & More Complex Needs
Extra peace of mind for families with more to protect.
✅ Will Trusts tailored to your situation
✅ Help protecting children, vulnerable people or specific assets
✅ Fixed-fee options for more complex Wills
If your circumstances are a little more complex – maybe you have a blended family, vulnerable beneficiaries, or other concerns – you might benefit from adding a trust to your Will. Trusts can offer greater flexibility and control, and can be used to manage inheritance, protect property, or reduce inheritance tax.
I’ll walk you through the options in plain English and help you choose what’s right for your family.
Lasting Powers of Attorney
A Lasting Power of Attorney (LPA) is a separate document from a Will, but many people choose to set them up at the same time as part of their estate planning.
An LPA is a legal document that allows you to appoint one or more individuals (your attorneys) to make decisions on your behalf if you are ever unable to do so yourself. It gives you control over who steps in if you need help, or if an accident or illness affects your mental capacity.
You can create an LPA using the Online Service or by completing the necessary paper forms, then registering the signed document with the Office of the Public Guardian (OPG). While it’s possible to create an LPA yourself, the process can be more complex than it appears. Mistakes may make the document ineffective or invalid when you need it most.
Are there different types of Lasting Powers of Attorney?
There are two types of LPA:
- Health and Welfare LPA: This allows your attorneys to make decisions about your day-to-day care, medical treatment, and life-sustaining decisions.
- Property and Financial Affairs LPA: This allows your attorneys to manage your finances, including paying bills, collecting benefits, managing bank accounts, or selling your home.
I offer fixed-fee packages for both types of LPA, including registration where required. You can find more details on what’s included and the fees below.
Tenancy Severance
Make sure your property plans match your Will.
✅ Check how your property is legally owned
✅ Help severing a joint tenancy if needed
✅ Essential for property trusts or sharing inheritance
If you co-own your home, it’s important to know whether you own it as joint tenants or tenants in common – it affects what you can leave in your Will.
I can:
- Check your ownership status with the Land Registry
- Help you sever a joint tenancy, so your share passes under your Will rather than directly to the other owner
This is often necessary when including a property protection trust or when your wishes differ from standard inheritance rules.
Tax & Estate Planning
Make the most of your estate and leave more behind for the people you love.
✅ Review your estate and potential tax exposure
✅ Identify opportunities to reduce inheritance tax
✅ Practical suggestions based on your goals
Good estate planning isn’t just about writing a Will; it’s about structuring your assets in a way that protects what you’ve built.
I can help assess your current position and suggest steps to:
- Make full use of inheritance tax allowances
- Plan for lifetime gifts or trusts
- Minimise the tax burden on your family
It’s all about helping you pass on more of what matters, with less stress and uncertainty.
Ready to get started?
Let’s take the first step together. I offer a free, no-obligation chat to help you figure out what you need – no pressure, no jargon, and no commitment.
My Fees
Clear, fair, and fixed with no hidden costs.
Planning for the future can feel overwhelming enough without having to guess what it’s going to cost. That’s why all my services are offered on a fixed-fee basis: no hourly rates, no surprise charges, and no pressure to go ahead.
You’ll know exactly what’s included from the outset, and we’ll talk everything through before you commit to anything. Click through the sections below for costs for each available service. Prefer something you can save or print? Download the full Services & Fees PDF here.
| Service | Cost |
| Simple Single Will | £200 |
| Simple Mirror Wills (for couples) | £300 |
| Single Will with Trust Provisions | from £300 |
| Mirror Wills with Trust Provisions | from £450 |
| Will Updates (existing clients only) | £100 |
| Will Review (non-clients) | £50 (deducted from future Will cost) |
What’s included:
- A free initial consultation by phone (if required)
- Two full appointments: one to plan, one to sign – either at your home or online
- Written updates and communication between visits
- A fully drafted Will tailored to your wishes
- Support with signing and witnessing
- Clear, jargon-free advice throughout
- Optional review of any existing documents
*Remissions may be available for some services based on low income or means tested benefits.
| Service | Price |
| Property & Financial LPA | £200 + OPG fee |
| Health & Welfare LPA | £200 + OPG fee |
| Both LPAs (individual) | £350 + OPG fees |
| Both LPAs (couple) | £650 + OPG fees |
What’s included:
- A free initial chat to explore your options
- Two appointments (planning and signing), in person or online
- Full preparation of both types of LPA
- Guidance through signing and witnessing
- Help with submitting forms to the Office of the Public Guardian
- Ongoing support if the OPG requests amendments or clarification
Note: The Office of the Public Guardian currently charges £82 per LPA to register your documents, unless you’re eligible for a fee reduction or exemption. I’ll help you work through this during our meeting.
*Remissions may be available for some services based on low income or means tested benefits.
Property Ownership
| Service | Cost |
| Investigation of Property Title | £7 – £10 (or free with any Will service) |
| Severance of Joint Tenancy |
£50 (or free with a Property Protection Trust) |
What’s included:
- Check of your property ownership with HM Land Registry
- Preparation and submission of the severance paperwork
- A short consultation to explain how it works and how it links to your Will
- Email confirmation and written evidence of the change
Will Storage
| Service | Cost |
| Secure Will storage (annual) | £10 per year |
| Secure Will storage (lifetime) | £60 one-off fee |
| Document admin fee (e.g. changes) | £5 |
Please note: this is a third-party service therefore services, terms and costs are subject to change.
What’s included:
- Secure storage with The National Will Archive
- Full registration with The National Will Register
- A certificate of storage for your records
- Easy retrieval whenever needed
| Package | Cost |
| Simple Essentials | £500 |
| Simple Protection | from £600* |
| Couple Essentials | £900 |
| Couple Protection | from £1,000* |
What’s Included
Single Esssentials:
- A simple, single Will
- LPA Property & Financial Affairs (Individual)
- LPA Health & Welfare (Individual)
Single Protection:
- Single Will with Trust(s)*
- LPA Property & Financial Affairs (Individual)
- LPA Health & Welfare (Individual)
Couples Essentials:
- Simple Mirror Wills for a Couple
- LPA Property & Financial Affairs x 2
- LPA Health & Welfare x 2
Couples Protection:
- Mirror Wills with Trust(s)* for a Couple
- Severance of Tenancy, if required
- LPA Property & Financial Affairs x 2
- LPA Health & Welfare x 2
Each of these packages include the same processes as the individual services, listed previously, just with added savings for those wanting to access multiple services.
Why Fixed Fees?
I believe that future planning should be clear, affordable, and stress-free – and that includes the pricing. That’s why everything I offer is based on a fixed fee. You’ll always know the full cost upfront, with no hidden extras and no surprises later. Your fee includes all appointments, advice, document drafting, and support – whether we meet once or twice, online or in person. I don’t charge extra for follow-up questions or changes during the process, because I want you to feel confident every step of the way.
Not sure what you need? Let’s start with a free, friendly chat. I’ll help you figure out what’s right for your situation – no pressure and no obligation.
