Why Estate Planning
People now more than ever like to plan ahead. Whether that be a special holiday, a house move or retirement plans, we all like to be prepared.
However, one thing that can often be overlooked or left too late is making sure that you have plans in place that protect you and your family now, and throughout your later life, as well as making sure that you are able to protect your assets and take care of your loved ones when you die.*
6 Reasons to Plan your Estate
Peace of mind for you and your loved ones, now and in the future.
Minimise stress and worry by organising your estate
Protect your home and savings for future generations
Remove the financial burden from your family
Have a plan if you become unable to make decisions yourself
Make sure you can leave as much as possible to your loved ones
How We Work
01
Submit your enquiry
Submit an enquiry – one of our friendly representatives will give you a call to take some basic information from you and book your free at-home Estate Review.
02
Book a Free Estate Review
Book a time for one of our Estate Planning Advisors to come and visit you at home. We will find out about you and your family and tailor a solution to meet your Estate Planning needs.
03
Wait for the Paperwork
Once you have decided what product is most suited to your needs – our specialist partners will complete all the paperwork and it will be delivered to your address.
About Us
At Trust Family Associates we pride ourselves on simplifying the process of protecting and securing your hard-earned assets for the benefit of your loved ones and future generations.*
By planning ahead today, you can protect the things you have worked hard for. Let us give you the peace of mind and minimise financial implications and emotional burdens that your loved ones may have to face in the future.
Book your Estate Review
* The regulated activities concerning probate and trust services that Trust Family Associates offer are provided by one of the panel of SRA regulated solicitors that Trust Family Associates work with.