Wills and Trusts

A Will is at the heart of financial planning - without one you will die intestate and leave the government to decide exactly what happens to your assets upon death. This is a lengthy process which may not lead to the desired outcome.

Creating an effective will is a straightforward and affordable process which shows your loved ones that you genuinely care. It is also the most effective way of making sure assets are preserved and that thay are distributed in accordance with your wishes.

We at ca financial services will take you through the process in the relaxed environment of your own home. We will also be able to arrange the full range of estate planning services such as:

  • Safe storage of the will
  • Lasting powers of attorney
  • Advanced medical directives
  • Home protection trusts
  • Business property relief trusts
  • Severance of joint tenancy

Please call 0845 371 0262 or 01732 617950 for a discussion with regard to your Will and Estate Planning options.

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