We are privileged to help thousands of people every year with their future planning and estate management. Here are a few success stories you might relate to.
Amending Wills After Receiving Inheritance Money
2 minute read postedMrs. Johnson had recently inherited a significant sum of money, and she was seeking guidance on how to structure their Wills to ensure the preservation of these funds for future generations while still allowing the surviving...
New Will for First time buyers
2 minute read postedEmma and James, a young unmarried couple, recently purchased their first home together. Their mortgage broker had recommended an initial discussion with us to understand what would happen in the event one of them were to die. Emma...
Grandparents Needed Updated Wills Arranging
1 minute read postedHenry and Margaret, grandparents with a growing family, approached us with the intention of updating their wills. The primary concern for Henry and Margaret was to update their wills to reflect the changing dynamics of their...
New Parents Needed Wills To Protect Their Children
1 minute read postedAs first-time parents, Amelia and Michael were navigating uncharted waters, considering the responsibility of parenthood and the need to plan for the unexpected. Through thoughtful discussions and leveraging our experience, we...
New Tailored Wills The Blended Family
2 minute read postedA blended family, comprised of a couple with children from previous marriages, approached us seeking guidance on structuring their wills. John and Emily each had two children from a previous marriage. The primary concern was how...
Family Pet Included In Tailored Will
2 minute read posted by Jamie ShepherdJane is an avid animal lover with a household of beloved pets. Her family includes three dogs, two cats, and a parrot, all of whom she considers cherished members of her family. Concerned about the welfare of her pets in the event...