Estate Planning Services and Fees at Marshall Wills and Trusts
Initial Consultation
Begin your estate planning journey with a 30-minute introductory Teams call for free or pay £50 and you receive a session which includes comprehensive advice, a follow-up email with a bespoke estate planning recommendation, complete costings, and relevant factsheets.
Book your Microsoft Teams Meeting here.
Will Writing Services
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What is a Will? A legal document that details your wishes for your estate and beneficiaries after you pass. It can include guardianship designations for minor children.
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Standard Will £150 and Mirror Will £275.
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Cost of Writing a comprehensive Will? Individual Will: £250. Mirror Will for couples: £450. All wills include a Will Clarity Statement and Will Commentary for added protection.
Trust Planning Services
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What is Trust Planning? Protects your assets from life events such as divorce, creditor claims, or care fees.
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Cost of Trusts:Nil Rate Band Trust: £600
Discretionary Trust of Residue: £600
Interest In Possession Trust: £500
Business/Agricultural Trust: £395
Gift Trust: £600
Pension Trust: £395
Life Insurance Trust: £400
PPPT Property Trust: £3995
Declaration of Trust Equity Split: £500
Lasting Power of Attorney
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What is a Lasting Power of Attorney? Allows designated individuals to make decisions on your behalf if you are incapacitated.
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Cost of Lasting Power of Attorney: Each LPA costs £225, with an additional £82 per power for registration with The Office of Public Guardian.
Severance of Tenancy
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What is Severance of Tenancy? Adjusts property ownership terms, ideal for estate planning to protect assets from being used for care fees.
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Cost of Severance of Tenancy: £145 + £10 for the land registry search.
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