Our Estate Planning Services
“Creating certainty in you families future today” – Kamal Solanki
Our Full Range of
Estate Planning services
We believe everyone’s situation is as unique as they are. For more information about how our estate and legacy services can protect you and your family get in touch and book your free consultation.
How We Work With Clients
Estate Planning
Discovery Meeting
This meeting will help you appreciate the benefits of a robust and comprehensive Estate Plan, ensuring you can leave a meaningful and protected legacy for your loved ones. We will delve deeply into your needs and requirements, addressing potential pitfalls and offer you bespoke effective solutions.
Free Online
Consultation
In this online consultation, you'll have the opportunity to ask questions and explore the estate planning services you require. We'll assess whether we're the right match for you and outline our approach to working with clients.
Execution of
Estate Plan
Now comes the vital step: executing your estate plan! We will expertly guide you through each phase of this process, ensuring that all necessary documents are submitted to the appropriate government bodies. Once your documents are signed and witnessed, you can be rest assured that your Estate Plan is now officially in place!
Implementation
Meeting
During the meeting, we will gather essential information from you to begin drafting your new Estate Plan. Once you have approved your Estate Plan ensuring that you fully understand and feel comfortable with your planning, we will begin to carefully draft your legal documents.
Why is getting a will early important?
Watch this video to learn more about why will writing is important in protecting your family.
What is estate Planning? And why is it important?
Come Join Over 2000 Homeowners, Familes And High Net Worth Individuals In England And Wales Who Took The Steps Early To Protect Their Assets
Book your Free Consultation Today and explore how Belmont Wealth Planning can help you Protect Your Assets and leave a Meaningful Legacy...
Get Started Today
& Book Your
Free Consultation
Access Your Complimentary Guide
Discover how to protect your family by downloading our Estate & Legacy Wealth Planning Mastery Guide…