ABOUT US

Legacy Planning Services is a specialist provider of will-writing and Estate Planning services. Our office is based in Plymouth UK.

In addition to legacy planning, we offer guidance on a wide range of associated financial products such as life insurance, Family Protection and Inheritance Tax planning.  This distinctive blend of professional services gives clients access to a genuine one-stop shop for making a will and updating their financial plans.  

OUR BUSINESS PHILOSOPHY

We believe that making a will is one of the most personal decisions anyone is likely to make. There are various ways of doing this – online, using a solicitor or even a DIY will writing kit from the stationers.

We are uncompromising in our support of the personal approach. We meet with clients in the privacy of a confidential discussion to evaluate their estate planning needs and provide an objective view on the options for the best way forward.   

EVERYONE IS AN INDIVIDUAL

Your legacy planning needs are unique. We will invest our time to give you a qualified opinion about what’s right for you. 

Our Consultants are at the heart of our exemplary client service. They will guide you through the will-making process and provide advice on related Estate Planning needs - without obligation.

FREE WILL OFFER

Do you have enough life insurance? We are offering a FREE WILL* to new applicants for life insurance and people reviewing existing policies.

ALREADY HAVE A WILL?

If you already have a will, are you sure that your personal and financial interests are fully protected? Contact us now for a confidential review.

TOP TIPS FOR MAKING A WILL

Writing a will is essential. Did you know that it’s also easy and affordable if you follow a few simple guidelines?

ANY QUESTIONS?

If you need any information about making a will or estate planning, contact us and we will be pleased to help – without obligation.