Lifetime Planning Associates - PowerPoint PPT Presentation

About This Presentation
Title:

Lifetime Planning Associates

Description:

Lifetime Planning Associates provide professional Will Writing services nationwide. As proud strategic business partners of a panel of solicitors, clients can be assured that staff receive on-going training to provide an ethical and professional service. – PowerPoint PPT presentation

Number of Views:33
Slides: 9
Provided by: Lifetimeplanning
Category:

less

Transcript and Presenter's Notes

Title: Lifetime Planning Associates


1
Your Financial Future Lifetime Planning
Associates provide professional Will Writing
services nationwide. As proud strategic business
partners of a panel of solicitors, clients can be
assured that staff receive on-going training to
provide an ethical and professional service.
2
Lifetime Planning Associates
A complete Estate Planning service is provided by
Lifetime Planning Associates including Wills,
Trusts, Lasting Power of Attorneys and even
Probate services via our sister company Lifetime
Storage Solutions. Plan your future today with
LPA, providing peace of mind for you and your
loved ones.
3
Mrs. Troke, Stroud February 15, 2019 "My wife
and I found great difficulty in sourcing a local
Funeral Director, but the Estate Planning
Consultant who was dealing with our estate
managed to source one we were happy with, much to
our satisfaction! I'm happy having done business
with Lifetime Planning Solutions and would do so
again."...
4
Will Writing
If you do not have a Will your assets may not go
where you want them to, this can cause
difficulties for those you care about most.
Please get in touch to speak to one of our
consultants and discuss all of the services and
choices available to you as Will Writing is just
one option that may be of benefit you. To be
valid the Will must comply with the formal
requirements of the Wills Act 1837 as substituted
by the Administration of Justice Act 1982. There
are certain people who should not be witnesses
i.e. people who are drunk or of an unsound mind.
Also, the witness must be over the age of 18 and
not related to either the Testator or Testrix or
be  a beneficiary of the Will. We recommend that
the witness is not a spouse or partner to anyone
who is due to inherit.
5
Protection Trust
A Trust is a way of managing assets (money,
investments, land or buildings) for people. There
are many different types of Trusts we can help
you determine which one is most applicable for
your circumstances. Please get in touch to speak
to one of our consultants and find out how a
Trust can benefit you and your loved ones.
6
Probate Services
Probate is the legal process for dealing with the
Estate of someone who has passed away. Our
Probate division is Lifetime Storage
Solutions.Please get in touch to speak to one of
our consultants and discuss all of the services
and choices available to you.
7
Intestacy Law
If you are a resident of England and Wales and
die without having made a legally valid Will or a
Will that has partially failed in some way, your
estate becomes subject to the Rules of Intestacy.
The Rules of Intestacy determine how your estate
is to be distributed after the payment of all
your debts and liabilities, testamentary expenses
and funeral costs. The diagram illustrates how
your estate would be distributed, unfortunately
the Rule of Intestacy does not recognise
"unmarried partners" and therefore no provision
is made for them.
8
Contact Us
We will provide you with any relevant
information you may require at our earliest
convenience.
Head Office UNIT 15-16Motis Business
CentreCheriton High StreetFolkestoneKentCT19
4QJ
Talk to us 0845 459 4046
Write a Comment
User Comments (0)
About PowerShow.com