Fees/Discount Packages

FOREST WILLS & ESTATE PLANNING LTD FEES LIST

New Documents

Single Will – £155

Mirror Wills – £280
(two documents drafted as a ‘matched pair’ for husband & wife or a couple)

Single Lasting Power of Attorney (including registration) for Health and Welfare or for Property and Financial Affairs (documents to appoint an attorney to deal with health and/or financial matters of the donor) – £255

Mirror Lasting Powers of Attorney (including registration) for Health and Welfare or for Property and Financial Affairs- £460
(two documents drafted as a ‘matched pair’ for husband & wife or a couple)

Will Trusts

Children’s Will Trust
(a trust which places money left to a child under 18
in the care of trustees until the child is old enough to look after their gift)
£0

Life Interest Will Trust
(a trust which passes money to nominated beneficiaries
but allows someone to take the income from the money while they need to)
£200 single  – £360 mirror

Life Interest Will Trust with Loan
(a trust which passes money to nominated beneficiaries
but allows someone to take the income and borrow capital while they need to)
£200 single – £360 mirror

Property Will Trust
(a trust which passes property to nominated beneficiaries
but allows someone to occupy the property while they need to)
£200 single – £360 mirror

Discretionary Will Trust
(a trust which allows trustees to decide whom of a
group of named beneficiaries can inherit, when and how much)
£200 single – £360 mirror

‘Nil Rate Band’ Discretionary Will Trust
& ‘IOU’ Provision
(a trust drafted for unmarried couples to enable the survivor to use their
Partner’s Inheritance Tax Allowance)
£360 mirror

Letter of Wishes (documents drafted alongside a Will to provide instructions and information to executors, trustees, etc)  – from £20

Deputyship Proceedings  in the Court of Protection  Court proceedings to appoint a deputy to deal with Health and Welfare or Property and Financial Affairs of a family member who lacks mental capacity to deal with such matters) – £670

Probate & Estate Administration – Fixed fee agreed in advance depending on the work involved

WILLS AND LASTING POWERS OF ATTORNEY DISCOUNT PACKAGES

Family Wills

10% off – Mirror Wills for couples and single Wills for children age 18 or over (4 or more Wills at single venue)

Group (Single) Wills

10% off – 6 or more Wills e.g. work colleagues at single venue

Single Wills & LPA (Health &/or Property)

10% off full price- Single Will + 2 Lasting Powers of Attorney

Mirror Wills (for Couples) & LPAs (Health & Property)

10% off full price – 2 Wills + 4 Lasting Powers of Attorney

 

Free Documents Storage

All fees are fixed,  include taxes and due in advance.

Disbursements are excluded and due in advance.

 

HOME VISITS AVAILABLE ON AGREED FEE DEPENDING ON TRAVEL DISTANCE.  

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