Estate Planning

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"Open, honest Estate Planning prices"

The Oak Shields team focuses on delivering high quality work and advice at a price that is fair to our clients. We pride ourselves on good client relations with an ethos of "you achieve what you want by helping other people".

Basic Single Will

£200

The foundation of all comprehensive Estate Planning.

complex Will

from £400

The core of Estate Planning for those with more complex matters to consider.

Basic Spousal Mirror Wills

£300/ per couple


Perfect for a couple with similar wishes.

Preparation of a single LPA


£300

Pick from either a Health or Finance LPA to have your affairs in this area covered in the event of incapacitation.

Preparation of both LPAs

£500

Have both your Health and Finance affairs looked after by a chosen individual in the event of incapacitation.

ADMINISTRATION of LPAs with the Office of the public guardian

£49/ For 2 LPAs.

£26/ For 1 LPA.


Plus disbursements* (per document).

Trust wills

from £550

Trust Wills not only distribute a person's assets after their death but they also safeguard specific long-term interests of the beneficiaries.

Complex Mirror WIlls

from £600
  per couple

Perfect for couples with the similar complex wishes.

preparation of a business lpa

£450

Protect your business should incapacitation occur.


Sever Tenancy

£150


Property can be split into distinct shares for selling, specifying in Wills, or for other legal issues.

Review of EXISTING estate planning arrangements & ESTATE PLANNING Consultancy

£100
per person

Comprehensive review of your existing Estate Planning arrangements for peace of mind. This will be reimbursed if we write a new Will.


Time of need assistance (tona)

£150*
  per hour  *plus VAT


Following a loved one's passing, allow Oak Shields to be your guide during tough times.

HEALTH & WELFARE DEPUTYSHIP

£750*

*plus VAT

To make health and welfare decisions for an individual who is incapacitated. An application will be made to The Court of Protection.

property & finance DEPUTYSHIP

£950

To manage the financial and property affairs of an individual who is incapacitated. An application will be made to The Court of Protection.

professional executor / professional trustee


Price on Application


Professional Executor/Trustee services for efficient estate and trust administration.

VAT will be applicable and there may have disbursements depending on your wishes.*Disbursements include, but may not be limited to, £82 OPG Registration Fee (per document), and Document Postage Costs

We also offer secure document storage

Find out how we can help you secure your important documents

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Estate Planning FAQs

Estate Planning encompasses  the arrangements and preparation for distribution of your estate and assets upon your demise. It should also protect you in the event of your incapacitation. Within this are Wills, Lasting Powers of Attorney, Trust Planning and much more. 


All Estate Planning must, of course, be drafted within your lifetime but some aspects can actually be effected during your lifetime. These options may allow you to share the benefits of your unneeded assets. 


To see how we can help you, click below for a hassle-free online estimate.


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  • What is a Will ?

    A Last Will and Testament allows you to legally record your intentions for your positions after you pass. A Will also allows you to appoint guardians to care for any children or adult dependants, nominate someone to care for your pets, or other scenarios. A well-drafted Will may also reduce the amount of Inheritance Tax due. 


    A Will is a document that sets a legal obligation upon your Executors (the people who administrate your estate) to follow your instructions. Although a Will can be contested in law, it is the only way to record your wishes to ensure they are legally binding.

  • What can my Will do for me?

    A well-drafted Will may help to achieve many things such as the below points.


    • Distribute my assets to family, friends and charities
    • Appoint an Executor (the person or people who will distribute your estate)
    • Appoint guardians of any dependants
    • Provide financial stability for any dependants 
    • Protect your partner if you are not married
    • Instruct who should look after your pets
    • Appoint a Trustee to run your business while your estate is being administrated
    • State any funeral wishes
    • Mitigate family stress by making the decisions ahead of time
    • Reduce the time it takes to distribute your estate
    • Allows access to your digital assets like email and online shopping accounts
    • Stop intestacy
    • Tax efficient
    • Put the choices in your hands

  • What is a Mirror Will ?

    A Mirror Will is simply a set of Wills that copy each other. They tend to suit people with less complex affairs and can be an efficient way to draft matching Wills of married couples.

  • What are Lasting Powers of Attorney

    A Lasting Power of Attorney or LPA is a legal document that can appoint an attorney (trusted person) to make decisions on your behalf if you are unable to do so. 


    An attorney is the person whom you appoint to look after your affairs.


    There are two types of Lasting Power of Attorney

  • Health and Welfare Lasting Power of Attorney

    This is something that you entrust to those closest to you. It is paramount that the people you entrust with the responsibility of your welfare are able to carry out this duty unhindered. The attorneys that you appoint for this will only be able to act once the LPA is registered, and only when you are no longer able to make the required decisions for yourself. 


    You can decide to give your attorneys the power to make decisions about any or all of your personal welfare matters, including healthcare matters. For instance, this could involve:


    Giving or refusing consent for certain healthcare, liaison with Social Services, Doctors, and Occupational Health. Whether you continue to live in your own home or perhaps have support from Social Services, or whether residential care is more appropriate. 


  • Property and Financial Lasting Power of Attorney

    This allows for you to plan ahead, choosing a person or a number of people that you trust to make decisions and take appropriate action on your behalf should you become incapacitated. It gives you reassurance that your finances and affairs will be handled appropriately.


    Your attorney can manage your finances and property whilst you have capacity as well as when you lack capacity. For example, it may be easier for you to give someone the power to carry out tasks such as paying bills. It is possible for you to decide what power, and the extent of that power, which you wish to give your attorneys when making decisions surrounding your property and/or finances. You may make express conditions that your attorney has to meet. 


    This type of LPA does not allow your attorney to make decisions on personal welfare. That must be dealt with by the creation of a separate LPA.