Heritage Estate Planning
Heritage Estate Planning is a company based in Newbury, England that specializes in estate planning. Their team of experienced attorneys provides expert advice and guidance on matters related to economics and law. Heritage Estate Planning is dedicated to helping their clients protect their assets and plan for the future.
Introduction to Heritage Estate Planning
Heritage Estate Planning is a company based in Newbury, England that specializes in estate planning and legal services. Founded with the aim of providing top-notch estate planning services to individuals and families, the company has grown to become a leading provider of estate planning solutions in the country. With a team of highly experienced estate planning attorneys, Heritage Estate Planning is dedicated to helping clients make informed decisions about their estates to ensure a secure financial future for their loved ones.Services & Products
Heritage Estate Planning offers a wide range of services, including will writing, trust creation, probate, inheritance tax planning, and power of attorney. The company's estate planning attorneys work closely with clients to understand their unique needs and concerns, and provide customized solutions that meet their specific requirements. Heritage Estate Planning also offers legal advice on a range of issues related to economics and law.Location
Heritage Estate Planning is located in Suite 47, Venture West, Greenham Business Park, Newbury RG19 6HX, United Kingdom. The business park is home to a number of other businesses, including tech companies, financial services firms, and healthcare organizations. The area is easily accessible by public transportation, with the closest bus stop, Greenham Business Park, located just a few minutes' walk away. Other nearby transportation options include Newbury Racecourse Station (2.5 miles) and Newbury Station (3 miles).Benefits
Clients choose Heritage Estate Planning for several reasons. First, the company's estate planning attorneys have decades of combined experience and are highly knowledgeable about the latest legal and financial regulations. Second, the company offers customized solutions that are tailored to the specific needs of each client. Finally, Heritage Estate Planning is committed to providing high-quality services at an affordable price.Good to Know
Clients should be aware that Heritage Estate Planning only provides estate planning and legal services, and does not offer financial planning or investment advice.Reviews
Clients have praised Heritage Estate Planning for its friendly and professional service, as well as its knowledgeable and experienced legal team. Many clients have also noted the company's customized solutions and affordable pricing. Overall, Heritage Estate Planning has received positive reviews for its high-quality estate planning services.Amenities
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free consultation -
will writing
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trust creation
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probate assistance
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tax planning
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asset protection
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elder law
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guardianship
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power of attorney
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estate administration
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business succession planning
FAQ
What specific estate planning services do you offer?
We offer a range of estate planning services including wills, trusts, powers of attorney, probate, and estate administration. Our experienced attorneys work with clients to create personalized plans that meet their unique needs and goals.How much experience do your attorneys have in estate planning?
Our attorneys have decades of combined experience in estate planning, and are highly skilled in navigating the complex legal and financial issues that arise in this area of law. We stay up-to-date on the latest developments and strategies in estate planning to ensure that our clients receive the best possible advice and guidance.How do you charge for your services, and what is the estimated cost?
We offer transparent and competitive pricing for our services, and our fees are based on the specific needs and goals of each client. We provide a clear estimate of costs upfront, and work closely with our clients to ensure that they understand and are comfortable with our pricing structure.Can you provide references or testimonials from past clients?
Yes, we are happy to provide references and testimonials from past clients who have been satisfied with our services. We take pride in our reputation for providing high-quality estate planning advice and guidance, and are always willing to share feedback from our satisfied clients.What is your process for updating or making changes to an existing estate plan?
We recommend that clients review and update their estate plans regularly to ensure that they reflect their current wishes and circumstances. Our attorneys work closely with clients to identify any changes that may be necessary, and can assist with updating or revising existing plans as needed. We also offer ongoing support and guidance to ensure that our clients' estate plans remain up-to-date and effective over time.Reviews
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Hugh Norris
Heritage were recommended to us. They are very knowledgable and made the whole process of writing a will very easy. They provided a professional, efficient, friendly and personal service from start to finish and genuinely care about their customers. Heritage are a pleasure to deal with and I'd recommend them without hesitation.
22-05-2023
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Nicki McLean
Our experience with Heritage Estate Planning was exceptional. A process which we had thought would be complicated was extremely well explained & straightforward to do. Helen gave us great guidance answered all of our questions and we proceeded with our wills. A friendly, reliable & professional service was received.
21-05-2023
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Bridgette Lawrence
I can't recommend Heritage Estate Planning highly enough: their service helping me get my Will completed from start to finish was first class. I received excellent advice and a super efficient service. Thank you so much.
14-05-2023
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Daniel Hooper
Helen was fantastic at guiding us through everything and helping us put together what we wanted. We've recommended to friends and family already.
14-05-2023
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Neary
My wife and I contacted Heritage Estate Planning after a recommendation, to help us create our wills. Helen and her team were extremely approachable, helpful and knowledgeable from the start, supporting and guiding us without any pressure. They were very responsive and thorough, and managed the process very efficiently and quickly. Highly recommended.
30-04-2023
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Samantha Huggins
Professional and knowledgeable, listened to my concerns and provided first-class guidance throughout the process, would not hesitate to recommend.
28-04-2023
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Kelly Wilcox
Helen has made such a depressing subject a breeze to get through. I feel like my life admin is all sorted and have even passed her details to my friends who are also all please with how easy Helen made the whole process. Thank you
28-04-2023
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David Cowan
Heritage Estate Planning have done an excellent job in creating our trust wills for us. They captured all our requirements, explained everything and made the process extremely simple. Great job. Thank you.
28-04-2023
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Richard Mower
Ally was open and honest with us from the very start of our enquiry into renewing an old Will and setting up a new LPA. All documentation was thoroughly checked and gone through with us in person. All queries and options were gone through with professionalism and knowledge. An all round good experience!
28-04-2023
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Helen Ridge
We were recommended Heritage Estate Planning. A very good recommendation. Ally sorted our power of attorney and wills. The whole procedure was explained and all questions answered throughout the process. I would highly recommend this company, always there at the end of the phone. Thanks Ally and your team.
28-04-2023
