Why choose us?
We provide expert professional advice to our clients.
We offer a wealth of knowledge and the highest of standards.
We are dedicated to helping you make the right choice.
We don’t sell. We listen objectively and identify your needs.
We help to identify what is important to you and your family, and set plans to help you achieve your goals.
We have set up our business to be able to help people with their Estate Planning while social distancing is in place.
What can a person do with a Power of Attorney?
You can give someone the Power of Attorney to deal with your property and financial affairs, such as operating a bank account, buying and selling property, or changing investments.
What is the meaning of Probate?
Probate is the process of dealing with the Estate of someone who has died, such as clearing their debts and distributing their assets in accordance with their Will.
Can you write your own Will?
Yes, you can write your own Will. You should seek advice if your Estate is not straight forward or if you wish to make sure you do not pay more inheritance tax than you need to.
What is a Trust, and how does it work?
A trust is a legal arrangement where trustees control money or assets, which must be used to benefit one or more people listed in the Trust.
Do I need Probate if there is a Will?
Typically, Probate or Letters of Administration are required for an Estate to be dealt with, if a property is included. If this is not the case, Probate or Letters of Administration are not required.
The 4 Step Will Writing Process with HB Partners
Listen to your needs
Our experts will work with you to understand every aspect of your situation, including whether there is an urgency to act. We can carry this out by telephone or video call, whichever is convenient for you.
Using the information you have provided about your circumstances, we will source a solution to meet your needs.
Sourcing a solution
Our Expert Recommendation
We will then propose a course of action and advise you of the costs involved to achieve your Estate Planning solution.
Once you are happy with all the relevant documentation, we will proceed to any execution/signing of the documentation to set up your Estate Planning.
Concluding the process
At HB Partners Wills & Estate Planning, we will guide you through the process of Will Writing and Estate Planning, providing clarity about the options available to you. The service covers such aspects as:
Meet our Advisers
Consultant & Founder
"I get satisfaction about having ‘real’ conversations with people about why having the right cover in place is so important. I also take a lot of comfort from knowing that our clients are covered should the worst happen."
WHAT IS POWER OF ATTORNEY?
Power of Attorney is the process by which the Testator appoints someone to act on their behalf to deal with third parties, such as banks and local councils.
WHAT ARE THE FOUR BASIC TYPES OF WILLS?
Living Will, Testamentary Trust Will,
Single Will and Joint Will.
ARE TRUSTS A GOOD IDEA?
A trust is a good idea to reduce the tax to be paid on your inheritance. If you put things in a trust, they do not belong to you.
WHAT SHOULD YOU NOT INCLUDE IN A WILL?
A few examples of assets not included in a Will are joint bank accounts, joint tenancy property, pension benefits, life insurance and business partnership.
Frequently Asked Questions
If you have a specific question, click the button below, and we will do our best to answer this for you.
If you have any questions about making a Will, please contact us.
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What is 3 + 5 =
Estate Planning advice can help you to look at the bigger picture, to ensure your assets reach your children and grandchildren, thereby giving you the piece of mind that your loved ones are taken care of in the event of your passing.
Mark Culham is a member of the Society of Will Writers
Rodney (Ned) Kelly
. "As you build up your wealth, and bring up a family, you have the right to pass on as much as you can to your children, grandchildren and anyone that you want to pass on your wealth. I see my role as helping make that happen as tax efficiently as possible."
Rodney (Ned) Kelly is a member of the Society of Will Writers