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Crystal Clear Estate Planning offer various services, including Will Writing, Last Powers of Attorney, Trusts, Funeral Planning and Will Storage.
We are able to help with Estate Planning in Coventry, browse our services found below for further details; then simply get in contact to discuss your options.
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Will Writing
Are you over 18? Married? Have children? Own a property?
If the answer is YES to any of the above – then it is essential that you have a legally valid Will in place.
A Will is a MUST and NOT a choice.
A Will is a legal document which allows you to pass your property, cash, investments, savings and personal possessions to those whom you wish to inherit them.
Having a legally valid Will in place makes this process both simpler and more efficient and reduces the possibility of any uncertainty and confusion around what your intended wishes were upon your death.
Dying without a Will means that your estate is considered to have died ‘Intestate’ upon your death. Your estate then becomes subject to the laws of ‘Intestacy’. Not only does this slow down the process of the administration of your estate, it also increases the costs and timescale involved in administering the estate.
The simple answer is to make sure that you have a legally valid Will in place at all times.
It is also important to review your personal and financial circumstances on a regular basis, at least every 3 years, if not more regularly.
At Crystal Clear, as part of our service to you, we will contact you every year to review your circumstances to ensure that your Will remains up to date and legally valid at all times.
If you are seeking Estate Planning in Coventry, then look no further, click the button below to give us a call.
Lasting Power of Attorney
Having a legally valid Will in place – will ensure that your wishes are carried out after your death.
However, what happens to those same wishes when you are still alive but unable to communicate your wishes effectively?
What happens if you become ill? Have an accident at work? Or are incapacitated through old age or mental illness?
Unfortunately, as we age many of us or our family members may suffer from some form of debilitating health issues, for example Parkinson’s disease, Alzheimer’s, Dementia, Stroke etc.
Having a Lasting Power of Attorney (LPA) will allow you to nominate one or more people to act upon your behalf should you be unable to do so.
There are 2 types of LPA:
- Property and Financial Affairs – This LPA gives someone the ability to make decisions about the money and property you own, such as collecting a pension or selling your home.
- Health and Welfare – This LPA allows an individual to make decisions around your medical care, treatments and daily routine.
Gurdish Chima
Managing Director at Crystal Clear Estate Planning
Trusts
Crystal Clear Estate Planning can help with any manner of different trusts.
Trusts are essential for asset protection and then can be made in your Will. Many of us are quite unsure about how trusts work and what is involved.
We break down the whol process in plain English. Visit our trusts page for further details, and to make an enquiry.
Funeral Planning
Funeral planning can help take a financial and emotional burden away from loved ones after you’ve gone.
Our service can guide you through the process step by step.
We’re experts in taking care of preparations and keeping things simple for you.
Benefits of Planning your funeral:
While some consider paying for your own funeral while you are alive morbid, others see it as a way to look after those closest to them.
Here are some reasons why taking care of funeral plans now is a good idea:
- Pay at today’s prices, regardless of how much it costs in the future
- Takes away emotional stress; difficult decisions are made by you, not your loved ones
- Flexible payment plans
- Allows you to find the right option for you
- Relieves family members of a potential financial burden
- Ensures your wishes are carried out
- Allows you to plan your funeral in as much (or as little) detail as you want
- Lets you include any special requests
- Enables you to fix funeral director’s costs
So, while planning your funeral might be the last thing on your mind, it often makes the best financial sense.
Why Choose Our Funeral Planning Services?
Taking care of funeral plans is the final piece that takes the emotional and financial burden away from your loved ones at a time they need it the most.
Our expert team is on-hand to guide you through the process, providing flexibility as well as simplicity. We know that for many, the thought of funerals is a morbid one. However, we’re here every step of the way. There’s no need for it to be overly complicated or expensive.
This is why we offer our advice and guidance at affordable prices. We’ll help you find a payment plan that suits you best and ensure your wishes are followed.
Funeral and Estate Planning go hand in hand in many respects, and both should never be overlooked. If you’re searching for experts for Estate Planning in the Coventry area, please give us a call.
Storage & Updates
Benefits of Will Storage:
- Peace of Mind
- Wills automatically registered with www.willfinda.co.uk (National Will database)
- Will Storage cards for your Executors/Beneficiaries
- Free Executor helpline
- Will returns within 48 hours of receipt of retrieval notice and supporting ID and Death Certificate
Will Storage:
Once you have made your Will, it is important that it is kept in safe place. Through our partnership with IWC Estate Planning & Management Ltd, we are able to offer professional document storage to you.
Why we recommend IWC Estate Planning & Management Ltd:
IWC are an established national company offering client Will and document storage as well as expert probate estate administration services. They store over 20,000 Wills in secure vaults located below ground level that are CCTV monitored around the clock, all documents are tracked and stored with the latest desiccant technology for humidity control.
Seeking Estate Planning in Coventry? More information about this service can be found on our Probate page.