At Cheltenham Wills & Probate Services we really do make sure that peace of mind and affordability go hand in hand. Our professional estate planning expertise and putting clients’ best interests first are the foundations of our business. The service that we offer provides a convenient and cost effective alternative to that offered by solicitors and banks. We visit you in the privacy of your own home, our consultations are free and everything is explained in plain English.

For your added peace of mind, we are part of a large group of like minded professional advisers working with Simply Legal & Associates.

Simply Legal & Associates is a member of the Institute of Professional Willwriters and complies with its Code of Practice which is approved by the Office of Fair Trading; it has Associates throughout the UK.

We, with Simply Legal & Associates and its partnered professional firms, are able to offer a comprehensive range of estate planning, specialist tax and business succession planning advice and services and to provide the necessary personal legal documents for you to arrange your affairs effectively.

  • Arranging your affairs, estate & asset preservation planning
  • Wills, making legacies & Will Trusts
  • Pilot, Spousal Bypass and Lifetime Trusts
  • Inheritance Tax planning
  • Letters of Exclusion
  • Memorandum of Wishes
  • Advance Decisions (Living Wills)
  • Lasting Powers of Attorney
  • General Powers of Attorney
  • Registration of Powers of Attorney
  • Parental Responsibility Agreements
  • Document Storage & Will Register
  • Pre-paid Funeral Plans
  • Specialist Tax Advice
  • Business Succession Planning
  • Estate Administration & Probate Services
  • Foreign Property Purchase & Wills
  • Foreign Legal Services