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Heritage Will & Trust
Begin
Step 1 of 3

Write what you want them to keep.

Tell us what matters, who you want to protect, and what you want them to keep.

01 WRITE02 REVIEW03 SEAL

Wills

Name guardians, leave gifts and record your wishes clearly.

Living trusts

Keep matters private and help your family avoid long court delays.

Updates

Marriage, a new child or a move? We revise your documents.

Why it matters

A will is a legal document. It is also a letter to the people you love, written in advance, so that the hardest week of their lives has one less question in it.

WrittenYour wishes in clear language, reviewed with you line by line.
ReviewedEvery document checked for the formal requirements that make it valid.
SealedSigned with witnesses and kept somewhere your family can find it.
What we prepare

The documents
of a legacy.

01

Wills

Guardians, gifts and an executor, recorded without ambiguity.

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02

Living trusts

Privacy and continuity, so your family can avoid long court delays.

→
03

Powers of attorney

A trusted person to act for you if you cannot.

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04

Healthcare directives

Your medical wishes, written down before anyone has to guess.

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05

Plan updates

Marriage, children, a move or a loss: revisions as life changes.

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Beyond the legal

Letters that travel
with your will.

We help clients write the personal letters that sit alongside the legal documents. They carry no legal weight, and families often say they matter most.

Guardianship letter

For your children

Who would raise them, and the values you hope they keep. Written by you, attached to your will.

Practical letter

For your partner

Where accounts are, which bills renew, who to call first. The quiet gift of a tidy desk.

Letter of wishes

For your heirs

The story behind each gift: why the ring goes to her and the books go to him.

Family history

Author what
they inherit.

Photographs, heirlooms and stories outlast us. A good plan decides where they go, and makes sure the reasons go with them.

Situations we see

Where families
usually begin.

Illustrative situations. No two plans are the same.

New parents

A baby, and no will.

Two working parents realise nobody would legally know who should care for their son.

A will naming guardians, and a simple trust for anything he inherits.

Second marriage

Yours, mine and ours.

Both partners want to provide for each other and for children from earlier relationships.

A plan that balances everyone, explained to the whole family if they wish.

Later life

Time to put things in order.

A widower wants his affairs settled so his children are spared the paperwork.

An updated will, powers of attorney and a letter of wishes to sit beside them.

Reading room

Guides for
a quiet evening.

Guide

Will or trust? A plain comparison

Letters

How to write a letter of wishes

Checklist

Ten things your executor will need to find

Questions

Asked at the
kitchen table.

Clear answers before you begin.

Is a homemade will good enough?

Sometimes, but small errors in wording or signing can make a will invalid or unclear. A short review can prevent that.

How long does it take?

Most plans take a few weeks from first conversation to signing, at a pace that suits you.

Can we do it together as a couple?

Yes. Couples often plan together, with separate documents that work as a pair.

What if my wishes change?

Update your plan whenever life changes. We send gentle reminders to review it.

Begin with
one conversation.

No forms before we talk. Just your family, your wishes and a cup of tea.

Request a call →

Begin your will.

Start with a short conversation. No forms to fill in before we talk.

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