Empowering Your Financial Future
Heritage Will Writing, based in Southampton, serves the whole of Hampshire with a mission to provide friendly and personalised advice on all matters related to will writing and successful estate planning. Our professional and experienced team specialises in will writing, inheritance tax advice, probate, and general financial advice. We pride ourselves on offering an excellent level of service tailored to the individual needs of our clients, ensuring that their estates are settled in a manner that "the right money goes to the right people at the right time".
Wills
Wills form the foundation of all estate planning. Heritage Will Writing offers a comprehensive will writing service to assist clients in achieving their objectives whilst minimising the inheritance tax liability on their estates and protecting them from being sold to fund long term care.
Lasting Power of Attorney (LPA)
An LPA is an essential ingredient for most people when it comes to estate planning good practice. An LPA allows individuals to appoint someone they trust to make decisions on their behalf when they no longer have the capacity to do so. Heritage Will Writing offers professional advice and assistance in setting up LPAs.
Probate
Probate is a complex process that needs to happen at a very difficult time. Heritage Will Writing can take care of this burden for clients, allowing them to focus on other important matters during their time of grief.
Other Services
Heritage Will Writing offers a range of other services to help clients at every step on their estate planning journey. These services include document storage, general financial advice, and severance of tenancy.
Financial Planning
Heritage Will Writing is able to introduce its clients to New Forest Wealth Management Ltd, a Practice with St. James's Place Wealth Management Plc. New Forest Wealth Management Ltd is able to offer professional advice for all financial planning needs, including investment pension strategy and mortgage schemes.
Preparing to Write Your Will
Writing a will can be a daunting task, but Heritage Will Writing provides a number of useful documents to help clients prepare for their appointment. These documents explain all about executors, trustees, and guardians, as well as explaining what assets can be distributed in a will.
Meeting with Heritage Will Writing
Heritage Will Writing understands that meeting for the first time can be nerve-wracking for clients. We aim to make the process as smooth and stress-free as possible by providing clear information about what to expect when we meet.
How Much Does a Will Cost?
Heritage Will Writing believes in total transparency when it comes to charges, and we provide an indication of costs in our schedule of charges. All appointments to discuss wills and requirements are free of charge, with clients only paying for the services they need.
Heritage Will Writing Team
Heritage Will Writing has a team of experienced and qualified professionals, including Emily Bell AFF.SWW, STEP Affiliate, and Adam Johnson BSc (Hons), MSc, who bring a wealth of knowledge and expertise to the estate planning process. Our team is dedicated to providing the highest level of professional service to ensure our clients' estates are managed effectively and with the utmost care and diligence.
Overall Experience
The reviewers had an exceptionally positive experience with Heritage Will Writing, praising their efficiency, quick turnaround, and lovely people to deal with.
Communication and Responsiveness
The organisation was highly responsive, with quick replies to queries and efficient communication throughout the process. They were easy to get hold of and provided prompt responses to requests.
Service Quality
Heritage Will Writing delivered high-quality service, with draft wills emailed promptly and expert advice provided. Their efficiency and expertise instilled confidence in the reviewers.
