Legacy Estate Planning and Wills

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Legacy Estate Planning and Wills Helping you secure your legacy and protect your loved ones through smart estate planning.

While the way we live, communicate and manage our assets has changed dramatically since then, the legal requirements for...
12/10/2026

While the way we live, communicate and manage our assets has changed dramatically since then, the legal requirements for making a valid Will remain important.

There is increasing discussion around how technology could change the way Wills are created, including the possibility of electronic Wills in the future.

But for now, the rules are clear: simply writing down your wishes, sending a message, or storing a document electronically does not automatically make it a valid Will.

A Will generally needs to meet specific legal requirements, including being properly signed and witnessed, for it to be legally valid.

That is why getting the wording right is only part of the process. How your Will is executed matters too.

As technology and the law continue to evolve, we’ll be keeping an eye on what those changes could mean for estate planning.

12/10/2026

A club close to our Estate Planner, Steve Davis' heart! This is his dad, Bill, who won a £1m lottery jackpot for their beloved Longlevens AFC ❤️🖤⚽💷🎉

The final few months of the year have a habit of disappearing quickly.Before Christmas arrives, could you finally:Make y...
05/10/2026

The final few months of the year have a habit of disappearing quickly.
Before Christmas arrives, could you finally:
Make your first Will?
Review a Will written many years ago?
Put both Lasting Powers of Attorney in place?
Check who is named as executor, attorney or trustee?
Review your estate following a marriage, separation, bereavement, house move or growing family?
Make sure your family knows where your important documents are kept?

You do not need to solve everything in one day, you simply need to take the first step and get that one important thing moving.

Imagine reaching the end of the year knowing it has finally been sorted and taken off your list.

Perhaps you’ve been meaning to make a Will.Perhaps you made one years ago and have no idea whether it still reflects you...
28/09/2026

Perhaps you’ve been meaning to make a Will.

Perhaps you made one years ago and have no idea whether it still reflects your life today.

Perhaps you keep hearing about Lasting Powers of Attorney but don’t really understand what they do.

Perhaps your family is complicated.

Perhaps you own a business.

Perhaps you have young children.

Perhaps you are dealing with older parents and it has made you think about your own planning.

Or perhaps you simply have a list of questions and no idea where to begin.

That is okay.
You do not need to understand estate planning before speaking to an Estate Planner.
That’s the whole point.
At Legacy Estate Planning, our initial consultations are free of charge and without obligation.
Come with questions.
Come with uncertainty.
Come with the folder of documents you haven’t opened in ten years. 😅
We’ll start from there.

💙 Caring for your family’s future.

Summer has been enjoyed. The children are back at school. Christmas is still far enough away not to think about just yet...
22/09/2026

Summer has been enjoyed. The children are back at school. Christmas is still far enough away not to think about just yet…

This is the time of year when many people finally decide to get that one important job sorted and off the list.

Perhaps you have been meaning to:
✓ Make or update your Will
✓ Put Lasting Powers of Attorney in place
✓ Review arrangements made many years ago
✓ Protect the people you care about
✓ Make sure your important documents can be found

Estate planning is easy to postpone because it rarely feels urgent, until suddenly it is.

This Autumn, choose the one thing you have been meaning to sort out and give yourself the peace of mind of knowing it has been done properly.

Get in touch with Legacy Estate Planning to arrange a conversation.

Complete the sentence:“I keep meaning to sort my Will, but…”A) I never get around to itB) I don’t know where to startC) ...
17/09/2026

Complete the sentence:
“I keep meaning to sort my Will, but…”
A) I never get around to it
B) I don’t know where to start
C) I think ours is probably fine
D) We can’t agree who to appoint
E) I’m worried it will be complicated
F) Something else entirely

No judgement here. 😅
Putting it off is incredibly common.
Sometimes the hardest part is simply starting the conversation.
👇 Which one sounds most like you?

A simple question today.If you were unable to deal with important decisions yourself, who would you trust to help?Your h...
14/09/2026

A simple question today.
If you were unable to deal with important decisions yourself, who would you trust to help?
Your husband or wife?
A partner?
One of your children?
A sibling?
A close friend?

Perhaps different people for different responsibilities?
You don’t need to tell us their name in the comments. 😅
But it is worth thinking about.
Because the right time to make these choices is while they are still your choices to make.

Imagine leaving an inheritance to somebody you love.Now imagine the timing.At that exact moment, they are:💔 in the middl...
09/09/2026

Imagine leaving an inheritance to somebody you love.
Now imagine the timing.
At that exact moment, they are:
💔 in the middle of a divorce
💷 experiencing serious financial difficulty
⚖️ facing bankruptcy
🧩 vulnerable or unable to manage a large sum safely

You still want them to benefit.
But perhaps immediate outright inheritance is not always the only question worth considering.

Estate planning can involve thinking about:
who benefits
when they benefit
how assets are managed
what flexibility may be needed

Because sometimes the problem is not the person.
It is the timing.

Trusts can sound complicated.And honestly, if you start with phrases like:“Flexible Life Interest Trust”or“Asset Allocat...
07/09/2026

Trusts can sound complicated.
And honestly, if you start with phrases like:
“Flexible Life Interest Trust”
or
“Asset Allocation Trust”
…it is completely understandable if somebody switches off. 😅

So perhaps start somewhere else.
What are you actually worried about?
🏡 Protecting a home?
❤️ Providing for a surviving partner?
👨‍👩‍👧 Children from an earlier relationship?
💔 A beneficiary going through divorce?
💷 Somebody inheriting at the wrong time?
🧒 Young children receiving money too soon?

The legal structure matters.
But first, understand the problem you are trying to solve.

A lot of people put off estate planning because they imagine the first meeting will be:❌ intimidating❌ full of legal jar...
03/09/2026

A lot of people put off estate planning because they imagine the first meeting will be:
❌ intimidating
❌ full of legal jargon
❌ somebody trying to sell them everything
❌ an exam about their finances

That isn’t how we believe it should feel.
A first conversation is exactly that.
A conversation.
We talk about:
your family
your circumstances
what you already have in place
what worries you
what you want to achieve
the questions you’ve never known who to ask

At Legacy Estate Planning, the initial consultation is free of charge and without obligation.

Sometimes the most useful thing you can leave with is simply a clearer understanding of your options.

Address

1 St Michael's Court, Brunswick Road
Gloucester
GL11JB

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

Telephone

+441452924873

Website

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