Wills & Probate Services
Wills, Probate & Estate Planning – Done Properly
Planning for the future means making sure your wishes are clear and your loved ones are looked after.
At AD Financial Services, we help you get everything in place – from writing a Will to managing probate and inheritance planning. It’s about peace of mind for you and less stress for those you leave behind.
Why Choose Us
- Personalised Guidance: Our team provides tailored advice to suit your unique circumstances, ensuring your wishes accurately reflect your Will.
- Legal Expertise: With years of experience in Wills & Probate law, we offer comprehensive legal support to navigate complex processes.
- Efficient Processing: We streamline the paperwork and procedures, ensuring a smooth and timely execution of your Will.
- Transparent Communication: We believe in keeping you informed at every stage, providing clear explanations and updates throughout the process.
- Sensitive Approach: Our team handles each case with empathy and understanding, respecting your privacy and confidentiality.
- Post-Service Support: Even after your Will is finalised, we’re here to offer ongoing support and assistance, ensuring your peace of mind for the future.
What We Can Help With…
Writing or updating your Will
Writing or updating your Will ensures your wishes are clearly outlined and your loved ones are protected when you’re no longer around.
It’s a simple yet essential step to give you peace of mind and avoid future complications for your family.
Setting up trusts to protect family wealth
Setting up trusts is a strategic way to protect family wealth, ensuring assets are preserved and managed for future generations.
Trusts offer tax benefits, asset protection, and control over inheritance distribution and long-term family financial planning.
Lasting Powers of Attorney
A Lasting Power of Attorney allows someone you trust to make important decisions on your behalf if you’re unable to do so.
It ensures your wishes are respected regarding health, welfare, property, and financial matters, providing peace of mind for the future.
Inheritance tax planning
Effective inheritance tax planning helps preserve your wealth for future generations while reducing the potential tax burden on your estate.
Strategic gifting, trusts, and early planning are key tools.
Probate support after someone passes away
Navigating probate after a loved one passes can be overwhelming, and compassionate support ensures covering legal duties, dignity, and peace of mind.
Professional probate guidance helps manage wills, assets, and estate matters smoothly, ensuring everything is done properly.
Appointing guardians for your children
Choosing the right guardians ensures your children are cared for by trusted individuals if you’re no longer able to do so.
Appointing legal guardians provides peace of mind, knowing your children’s future and well-being are protected in the event of unforeseen circumstances.
Business succession planning
Business succession planning ensures a smooth leadership transition, protecting company legacy during changes in ownership.
It prepares future leaders and secures long-term growth by identifying key roles and developing successors well in advance.
Simple, Sensitive, and Straightforward
Talking about death or illness isn’t easy – but sorting these things now can make a huge difference later. We’ll guide you through it with care, explain everything clearly, and make the process as smooth and stress-free as possible.
You won’t get jargon or a hard sell – just honest advice from people who understand the practical and emotional side of planning ahead.
Keep Control of What Happens Next
Without a Will, the law decides who gets what. With a clear plan in place, you decide – and you make things simpler for the people you care about most.
We’ve been around for 25 years!
We are a financial planning business, focused on helping you understand and plan for your financial future both personally and professionally.
We provide holistic financial advice for (individuals, businesses, trusts) on investments, savings, retirement planning, non-investment insurance (for example life assurance, private medical insurance, critical illness cover) and mortgages (including buy to let and lifetime mortgages).
Get a Financial Health Check
Take control of your financial well-being with our comprehensive financial health check services.
Our skilled advisors at AD Financial Services analyse your income, expenses, savings, investments, debts, and insurance coverage to assess your overall financial health