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What our customers say…"Dan, Rhys and Spike couldn't have been more helpful. They were professional, knowledgeable and f...
12/10/2026

What our customers say…

"Dan, Rhys and Spike couldn't have been more helpful. They were professional, knowledgeable and friendly throughout, explaining everything clearly and in layman's terms and providing excellent advice.

Communication was excellent, and they were incredibly quick to provide all the paperwork, making the whole process straightforward and stress-free.

I wouldn't hesitate to recommend EverTrust Estate Planning and have already recommended them to my colleagues. Excellent service from start to finish!"

We love hearing back from our customers, thank you Janet for your kind words.

Once you've decided to set up a Lasting Power of Attorney, one of the most meaningful decisions you'll make is choosing ...
06/10/2026

Once you've decided to set up a Lasting Power of Attorney, one of the most meaningful decisions you'll make is choosing who to appoint as your attorney.

This is the person you'd trust to step in and make decisions on your behalf if you ever needed them to, so it's worth taking a little time to think it through. The qualities that tend to matter most are:

• Trustworthiness: someone who will always put your interests first
• Reliability: someone organised and consistent, who takes commitments seriously
• Understanding: ideally someone who knows you well and understands how you'd want things handled
• Availability: someone who would genuinely be able to be there if the time came

Many people choose two attorneys who complement each other well, and that's often a reassuring option. Family members are the most natural choice for many, though you can also appoint a professional if that feels like a better fit for your circumstances.

There's no pressure to have everything figured out before you speak to us. Our team will talk you through the options gently and help you feel confident in your decision.

Call us on 0333 050 8141 or visit www.evertrustestateplanning.co.uk

From your very first conversation with us, you'll know exactly what you're paying.We believe that planning for your fami...
29/09/2026

From your very first conversation with us, you'll know exactly what you're paying.

We believe that planning for your family's future should feel straightforward from start to finish, and that includes the cost. At EverTrust, our pricing is clear, fixed and explained to you upfront in plain English, before you commit to anything.

You'll always know what's involved, what's included and what to expect. It's our way of making sure you can focus on what matters most: getting the right plans in place for the people you love.

Estate planning should be accessible for every family, and we've built our service around that belief.

Whenever you're ready to find out more, we'd love to hear from you. Visit www.evertrustestateplanning.co.uk or call us on 0333 050 8141.

One detail that makes all the difference with a Property Protection Trust.Most couples put a lot of thought into the hom...
23/09/2026

One detail that makes all the difference with a Property Protection Trust.

Most couples put a lot of thought into the home they buy together. Far fewer give much thought to how it's owned - and that detail matters more than people realise.

There are two ways to jointly own a property, and the difference between them has real implications for what happens to your home in the future.

As joint tenants, when one partner dies, their share automatically passes to the other. It sounds reassuring, but it means your share isn't legally yours to leave to anyone else, and it could be assessed as part of the surviving partner's estate if care is needed later on.

As tenants in common, each partner holds a defined share of the property. That share can be left to whoever you choose in your Will and, importantly, it can be protected within a trust.

For a Property Protection Trust to work properly, your property needs to be owned as tenants in common. It's a straightforward change at HM Land Registry and it's one of the steps we take care of as part of setting up your trust, so you don't need to worry about navigating it yourself.

It's one of those things many people simply haven't been told, and knowing about it early is what puts you in the best position to protect your family's future.

If you'd like to find out more, we're happy to talk it through at your own pace. Call us on 0333 050 8141 or visit www.evertrustestateplanning.co.uk

For parents, a Will isn't just about money or property. It's about making sure your children are looked after by the rig...
17/09/2026

For parents, a Will isn't just about money or property. It's about making sure your children are looked after by the right people.

Most of us think about this from time to time, then put it to one side because it's not an easy thing to sit with. That's completely understandable. But a Will gives you the chance to name a legal guardian for your children: someone you trust completely, who shares your values and who your children already know and love.

Without a Will, that decision isn't yours to make. It would fall to the courts, and there's no guarantee they'd choose who you'd have chosen.

Your Will is also where you can leave guidance on how you'd like your children raised, what you'd want for their education, and how any money set aside for them should be managed. It's a way of being there for them, even when you can't be.

If you'd like to talk through what a Will could include for your family, our expert team is here to help. Call us on 0333 050 8141 or visit www.evertrustestateplanning.co.uk

What our customers say…"Our needs were met with total professionalism by Dan, his knowledge was excellent and his friend...
11/09/2026

What our customers say…

"Our needs were met with total professionalism by Dan, his knowledge was excellent and his friendly, professional approach meant we had total confidence in his planning for our future requirements. We would have no hesitation whatsoever in recommending him."

We love hearing back from our customers, thank you Marion for your kind words.

Setting up a Lasting Power of Attorney (LPA) is simpler than most people expect.Here's exactly what happens when you com...
06/09/2026

Setting up a Lasting Power of Attorney (LPA) is simpler than most people expect.

Here's exactly what happens when you come to us:
1. An initial chat
No paperwork, no pressure. We start with a relaxed conversation to understand your situation and talk through the two types of LPA, so you can decide which is right for you.

2. Your consultation
We'll find a time that suits you. Your dedicated consultant guides you through who you'd like to appoint as your attorney, what powers you want to give them, and whether you'd like to include any specific instructions.

3. We prepare and submit your documents
Once we have everything we need, we draft your LPA and submit it to the Office of the Public Guardian (OPG) for registration. This takes around 8 to 10 weeks, which is why it's worth getting started sooner rather than later.

4. Your LPA is registered and ready
Once the OPG confirms registration, your LPA is a legally binding document. Your chosen attorneys can step in on your behalf if and when they're ever needed.

That's it. Four straightforward steps to protect yourself and take the pressure off the people you love.

If you’d like to find out whether a LPA is right for your family, our expert team are to help. Call us on 0333 050 8141 or for a free quote visit www.evertrustestateplanning.co.uk

Estate planning should feel like talking to someone you trust.Most people only deal with estate planning once or twice i...
01/09/2026

Estate planning should feel like talking to someone you trust.

Most people only deal with estate planning once or twice in their lifetime. So, when the time comes, it matters who you speak to.

At EverTrust, you're paired with your own dedicated consultant from the very first conversation. Someone who gets to know you and your family, understands what matters to you and guides you through every step at a pace that suits you.

There's no waiting room, no being passed between departments and no office visit required. Everything is handled remotely, in plain English, at a time that works for you.

Whether you're writing a Will for the first time, setting up a Lasting Power of Attorney or exploring whether a Property Protection Trust is right for your family, you'll always have the same person in your corner.

Whenever you're ready, we'd love to hear from you. Visit www.evertrustestateplanning.co.uk or call us on 0333 050 8141.

Mythbuster: If you have a Property Protection Trust in place, the surviving partner can't sell the home.Not true.The sur...
24/08/2026

Mythbuster: If you have a Property Protection Trust in place, the surviving partner can't sell the home.
Not true.

The surviving partner can still sell the property with the agreement of the trustees. If they want to downsize or move, that remains completely possible.

When the home is sold, the proceeds are divided according to ownership shares. The surviving partner receives their portion, while the deceased partner's share stays protected within the trust.

If a new property is purchased, it simply carries the same trust protections forward. Nothing is lost and nobody is left stuck.
A Property Protection Trust protects what you leave behind. It doesn't restrict how you live.

If you'd like to know more about how a Property Protection Trust works, our friendly team is happy to chat. Visit www.evertrustestateplanning.co.uk or give us a call on 0333 050 8141.

If you've been meaning to sort your Will and keep putting it off, this might be worth reading.Most of us have a rough id...
16/08/2026

If you've been meaning to sort your Will and keep putting it off, this might be worth reading.

Most of us have a rough idea of what we'd want. The house goes to our partner. Savings split between the children. A few sentimental things to the right people.

But without a Will, none of that is guaranteed.

When someone dies without a Will, it's the law that decides where everything goes, not the person who earned it. This is called dying intestate, and the rules don't really account for real life.

A few things that tend to catch people off guard:
• Unmarried partners have no automatic right to inherit, no matter how long you've been together
• Stepchildren are not included unless they were legally adopted
• Children may inherit in equal shares, even if that's not what you'd have wanted
• If there are no close relatives, your estate could pass to the Crown

A Will doesn't just protect what you own. It takes the pressure off the people you love at the worst possible time.

If you've been putting it off, we're here to help you get it sorted. Call us on 0333 050 8141 or visit www.evertrustestateplanning.co.uk

Address

Lytchett House 13 Freeland Park, Wareham Road
Poole
BH166FA

Opening Hours

Monday 10am - 5:30pm
Tuesday 10am - 5:30pm
Wednesday 10am - 5:30pm
Thursday 10am - 5:30pm
Friday 10am - 5:30pm

Telephone

+443330508141

Website

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