Soteria Planning

Estate planning made simple, for you, your family & your business

free will review

Contact us to discuss your requirements or use our calendar to book your free will consultation.

Jamie Shepherd Soteria Planning

Trusted Advisor

Jamie Shepherd Soteria Planning

“Jamie was fantastic when my wife and I needed to make a will. He is very knowledgeable and was able to advise us on the best options for us. A very genuine man, with extremely high professional standards. I would fully recommend Jamie and Soteria Planning.”

The Value of Our Services

Making a will is the best way to ensure your assets are distributed to who you wish to leave them to when you die. We offer a free consultation to all new clients, to help them understand their needs. During that meeting, the client will fully understand the costs involved before any work commences. 

Not having a valid will in place, can lead to numerous challenges for your loved ones you leave behind. 

When deciding on a company to create your will, you need to ensure you are receiving a professional service. We operate under a self-regulatory regime through the Society of Will Writers. We ensure our high standards are kept all the time, as well as holding professional indemnity insurance so that our services can be used with confidence. 

Will Writing Berkshire

Request your free Consultation with us:

Your free consultation can be at a time to suit you and at the venue of your choice.

What we offer :

We operate throughout the South East with offices servicing Reading Bracknell, Wokingham, Maidenhead, Slough and Windsor in Berkshire and Guildford, Chobham, Lightwater, Bagshot and Camberley in Surrey plus surrounding areas. 

Our Services

As expert Will writers, we can help you protect the things you’ve worked hard for. Whether your estate is simple or complex, we can make the process of making a Will cost-effective and straightforward.

A trust or settlement is a fund that holds assets controlled by trustees for the benefit of specific individuals. We advise clients on the establishing of new trusts, as well as working with trustees of existing trusts on their ongoing administration, their restructuring, and winding up.

Putting a Funeral Plan in place as early as possible will give you peace of mind that you have arranged and paid for the funeral you want, that your family will not have to organise the funeral at what will be an upsetting and emotional time for them and that the financial burden of the funeral will not fall on your loved ones.

Lasting Power of Attorney (LPA) are legal documents that allow you to nominate people you trust to manage your day to day finances when you are unable to or make decisions for you when you no longer have the capacity to.

Our Promise

We will allow you to explain exactly what you wish to achieve in a sensitive and empathetic way, at a meeting arranged conveniently in your home or place of work – we also offer the flexibility to arrange our meetings at any time, including evenings and weekends to suit your lifestyle.

Following a free, no obligation consultation, we will set out our advice and a full costing for its implementation. We will also ensure that your documents are drafted by the appropriate specialist to meet and surpass your requirements. 

Contact us

Contact us to discuss your requirements or use our calendar to book your slot.