Together We Plan Ltd - Family Legacy Plan

Family Legacy Plan

Complete estate planning for your family, your future and your legacy.

For many families, writing a Will is only part of the picture.

You may also want trusted people to be able to make decisions on your behalf if you lose capacity, while ensuring your estate passes to future generations in the way you intend.

Our Family Estate Plan brings together the essential elements of comprehensive estate planning into one coordinated service, providing certainty during your lifetime and helping to protect your family's inheritance for the future.

Who is this plan suitable for?

The Family Legacy Plan is often appropriate for people who:

✔ Own their own home.

✔ Have children or grandchildren they wish to protect.

✔ Want the people they trust to manage their affairs if they lose capacity.

✔ Wish to include trust planning within their Wills.

✔ Prefer to put all of their estate planning in place now rather than returning to it later.

Rather than dealing with each element individually, this plan provides a joined-up approach to your family's future.

What does the Family Legacy Plan achieve for you?

With a Family Legacy Plan, you can:

✔ Know your wishes are clearly documented through professionally prepared Wills tailored to your circumstances.

✔ Choose who can make decisions if you're unable to, giving your loved ones the legal authority to act on your behalf through Lasting Powers of Attorney.

✔ Protect your family's inheritance, using appropriate trust planning to help ensure your assets pass to the people you choose in the way you intend.

✔ Reduce the risk of future complications, by ensuring your estate planning works together as one coordinated strategy rather than a collection of separate documents.

What's included?

✔ Advanced Will Planning and Trust Solutions where appropriate.

✔ Property & Financial Affairs Lasting Power of Attorney.

✔ Health & Welfare Lasting Power of Attorney.

✔ Professionally prepared documentation.

✔ Document printing and binding.

✔ Signing guidance.

✔ Three-year review.

✔ Lifetime document storage.

Every recommendation is tailored to your individual circumstances and objectives.

Why choose the Family Legacy Plan?

Most people don't set out to create a complicated estate plan. They simply want the reassurance that, if the unexpected happens, the right people can step in, the right decisions can be made, and everything they have worked hard to build will ultimately benefit the people they love.

The Family Estate Plan brings together those important arrangements in one place, giving you confidence that your affairs are organised today and helping to provide certainty for your family tomorrow.

Your next step

Book a consultation and discover whether the Legacy Protection Plan could help you protect what matters most to your family.

Is this the right plan for you?

Not everyone needs a Family Legacy Plan.

Some people simply require a Will, while others may only need Lasting Powers of Attorney or specialist trust planning.

Our Estate Planning Assessment and consultation are designed to identify the level of planning that is appropriate for your circumstances. If a Family Legacy Plan is recommended, we'll explain why, answer your questions and provide a clear fixed fee before any work begins.

Because effective estate planning isn't about completing documents, it's about creating a plan that gives you confidence today and certainty for the future.

Drop us an email at enquiries@twplan.co.uk and tell us how we can help, book directly or just give us a call on 01822752055

Book Your Free Planning Appointment

Learn more about our Plans:

The Foundation Plan

The Family Certainty Plan

The Legacy Protection Plan

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