Committed to Helping Our Clients
Imagine safeguarding your family's legacy with an estate planner you can trust to guide you through the complexities of planning.
- Our Location
Colchester Essex
- Call to Book an Appointment.
01206 443480
Professional and Experienced Estate Planners
You've Come to The Right Place
Welcome to Castle Estate Planning
We are a family-run business dedicated to helping you plan for the future. We understand how important it is to protect your loved ones and to ensure that your wishes are carried out after you are gone. We are members of The Society of Will Writers, which gives us access to the latest advice and provides a guarantee of quality. We also understand that Estate Planning can be a difficult and emotional topic, so we strive to create a friendly and relaxed environment for our clients. Come and see us today and together we can discuss your Estate Planning needs.
Our Service Areas
Last Will & Testament
A professionally written will is paramount to ensuring your final wishes are fulfilled. This crucial document demands careful attention and should be entrusted to a reputable professional. Don't leave your legacy to chance - secure the peace of mind you deserve by enlisting the expertise of a qualified will writer.
Lasting Powers of Attorney
Property & Financial Affairs
Many people assume that their spouse, partner or child would be able to automatically take over their affairs if they became ill or lost the ability to make their own decisions. This is simply not the case.
Lasting Powers of Attorney
Health & Welfare This document allows your Attorney to make decisions and act on your behalf with regards to your health and welfare. This may range from your day-to-day care, e.g. diet and daily routine, to medical treatment and end-of-life decisions. It can only be used when you are unable to make your own decisions.
Guardianship in Wills
It is vital to include a guardianship provision in your Will if you have children who are minors. This ensures their care and protection should anything happen to you. Don't leave their future to chance - make this crucial decision today.
Property Trusts
The good news for couples living in England and Wales who jointly own the family home.You can protect at least half of the property's value for your children with the right guidance. By utilizing a Property Protective Will Trust, half of the family home can be placed in a Trust upon the death of the first spouse or civil partner. This ensures that the surviving partner can continue living in the property for as long as they wish but won't own the entire house in their name alone. Secure your family's future by taking advantage of this option.
Trusts
Passing on wealth via a will or lifetime gift can sometimes be inefficient. A trust can help ensure that your family get the most out of your assets. People set up family trusts for various reasons, including to: protect assets for beneficiaries who can’t look after the assets themselves; protect assets from divorcing spouses or business creditors; protect beneficiaries’ entitlement to state benefits where an inheritance may compromise this; provide for children under 18 in an income tax-efficient way; ensure that a current spouse and children from a previous relationship are all cared for; avoid inheritance tax for family members and their estates.
Professional And Experienced Estate Planners
Why Choose Our Firm
Peace of Mind
At Castle Estate Planning, we understand how important it is to have peace of mind when it comes to your Estate Planning. We understand the importance of a well-crafted Will and the peace of mind it provides to our clients, and that is why we go above and beyond to deliver the highest quality of service and exceed our clients' expectations. We take great pride in our work and provide ongoing support throughout the entire process so customers can rest easy knowing their wishes are accounted for after they pass away.
Transparent Fees
At Castle Estate Planning, we guarantee ease and affordability when it comes to the writing of your will. We offer competitive prices for all our services, so you can feel confident knowing that you are getting the best value for your money. We pride ourselves on providing comprehensive estate planning solutions that fit the unique needs of each individual client, and our transparent fee structure is just one way that we demonstrate our commitment to honesty and reliability.
Unparalleled Customer Service
With Castle Estate Planning, you get more than just help & advice; you also get personalised service, attentive customer care and proactive guidance every step of the way so that your mind can be at ease knowing that your wishes will always be carried out as intended. We are always available for advice should you require it after your will has been written – something which many other companies fail to provide.
Excellent Customer Service
Peace of Mind
Transparent fee's
Professional Service
We Look At Estate Planning Differently