Peace of Mind
Starts Here
Bloodline estate planning. Protecting your estate from the effects of inheritance tax, care fees, divorce, creditors & probate.
Your will is the most important document you will ever possess
Covering England & Wales. Helping blended families & Co-habiting couples pay less Tax and secure assets for their children.
HUNDREDS
OF FAMILIES
HELPED
How We Help
Protect Your
Assets
Don’t let the Government decide what happens to your assets when you die, contact us now for a free, no obligation assessment of your estate and personal position.
Free Home
Consultations
You have a responsibility to ensure the correct provisions are in place for you and your loved ones.
Our consultations are designed to be flexible and convenient for you – via Phone, Video or Face to Face
Competitive
pricing
Visit our pricing page to check how affordable it is to secure a comprehensive estate plan.
Fortuna Wills & Estate Planning services include:
- Bespoke estate planning
- Asset protection trusts
- Inheritance tax planning
- Single & Mirror Wills
- Will updates
- Property Protection trusts
- Flexible Life interest Trusts
- Vulnerable beneficiary trusts
- Discretionary trusts
- Lasting power of attorney
- Declaration of Trust *
- Secure storage of client documents *
- Probate & Estate administration services *
*Services provided by trusted 3rd party specialists
It’s never too early to think about your
Estate Planning needs, especially if you:
Easy 3 step process
1 – Initial consultation
2 – Draft documents for review
3 – Signing and witnessing of documents
Peace of Mind
Our primary aim is a happy and satisfied client secure in the knowledge that their affairs will be managed with dignity.
No Stress Service
Use our services to ensure that your loved ones don’t suffer any unnecessary stress when dealing with your affairs.