Will Writing and Estate Planning
TAYLOR LUCAS PARTNERSHIP
With you every step of the way
Thinking about writing a will can be a daunting task but there are so many reasons why it's a positive step. From buying your first house and generating your first major asset to getting married and starting a family, you'll need fit and proper planning in place, just in case.
Taylor Lucas are perfectly placed to help and support you to ensure that you get everything right and that the process is as easy as possible for you - rest assured that you are in safe hands with us.
From our family to yours, we'll be here from start to finish.
How We Can Help You
By simply making a will, you assist your loved ones by reducing their administrative duties and relieving them of a heavy burden.
A trust forms part of your Will and offers increased asset protection for those you want to benefit.
Lasting Power of Attorney
Having an LPA in place, enables your loved ones to make decisions relating to your health and finances in the event you lose mental capacity. Without an LPA, your loved ones will need to apply to the courts for a grant which can be arduous and expensive.
Have your Will professionally stored to avoid the risks of it being misplaced, damaged or even tampered with. Only the signed version of your Will can be admitted to the probate registry by your executors.
Our colleagues at Taylor Lucas Financial Services advise on insurances such as Life Cover, Critical Illness Cover, Income Protection and Whole of Life Cover.
Employee Benefit Scheme
We provide our will-writing and financial well-being services to thousands of employees from our partner companies across the public and private sector.
If you believe your organisation would benefit, then please get in touch
Trusted By Leading Employers
We provide all employees and their partners with access to a free will writing service provided by The Taylor Lucas Partnership. This is an employee benefit for all organisations who have partnered to work with us to deliver this valuable service.
Over half of the population do not have a Will and our research shows this is mainly due to cost, a lack of understanding and a general confusion on how to access a professional service. Our free will writing service eliminates the obstacles and if your organisation would like to offer this service to your employees, please get in touch.
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Free Will Writing For Parents
The Taylor Lucas Partnership have provided a Free Will Writing Service for Parents of children under 18 since 2021.
Simply contact us and we'll arrange a short chat to explain the process.
By simply making a will, you assist your loved ones by reducing their administrative duties and relieving of them of a heavy burden.
I can’t fault the service I’ve received from Taylor Lucas Partnership. I enquired about wills for both my partner and I as well as a review of my current life insurance policy. Mark made an appointment to come and see me at home which was really appreciated (and increasingly rare). We set out the details and got the will in place as well as advising on some life insurance policies. Mark really took the time to understand my needs and gave great advice. For me, business is all about trust and I am in no doubt that I can trust Mark and Taylor Lucas. Thank you so much!
Steve D (West Midlands)