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.
Urgent Will for Terminally Ill
2 minute read postedA gentleman in his 50s was unexpectedly diagnosed with stage IV cancer. With an unclear life expectancy and the effects of his first round of chemotherapy weighing heavily on him, he urgently needed to prepare wills for himself...
Estate Planning With an Estranged Child
2 minute read postedA married couple with three children (14, 16, and 21) faced a unique challenge. Mr had an estranged son, aged 36, with whom he had no contact since separating from his ex-partner. The son was not financially dependent, and Mr was...
Vulnerable Beneficiary | Tailored Will Planning
1 minute read postedMr. and Mrs. had three children, one of whom had special needs. This child lives in residential care, receives benefits, and will never be able to live independently or manage their finances. They wanted to make financial...
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...