Make your wishes clear and plan for the people and things that matter to you. Explore will writing, lasting powers of attorney and ways to prepare for the future.
Estate planning is about making your wishes clear and putting arrangements in place for the future. It can help you think about who should make decisions on your behalf if you need support, and what happens to your money, property and possessions after you die.
Whether you're making plans for the first time or reviewing arrangements already in place, understanding your choices can help you decide what's right for your circumstances.
The Equity Release Experts is part of Key Group, which offers will writing and lasting power of attorney services, with support from experienced estate planners.
A will and a lasting power of attorney serve different purposes. Explore each to understand how they work and what may be relevant to your circumstances.
A will sets out what you want to happen to your money, property and possessions after you die. It also lets you name the people responsible for carrying out your wishes.
Having a valid, up-to-date will can help make your intentions clear to those close to you.
Explore will writingA lasting power of attorney (LPA) lets you choose people you trust to make certain decisions on your behalf.
There are two types, covering property and financial affairs, and health and welfare. Different rules apply to when each can be used.
Explore lasting powers of attorneyGood to know: A will deals with your estate after death, while an LPA can allow someone you choose to make certain decisions during your lifetime. Depending on your circumstances, you may wish to consider both.
Planning for the future can involve more than one decision. These resources may help you explore other areas relevant to your circumstances.
Explore ways to meet your financial needs in later life, including alternatives to borrowing.
Find guidance on accessibility, communication, money worries, fraud awareness and other support needs.
Losing someone close to you can be difficult, especially when there are practical and financial arrangements to manage. Knowing who to contact can help you take things one step at a time.
If the person who has died had an equity release plan, their provider is responsible for administering the plan. Contacting the provider will help you understand the next steps and any timescales that apply.
If you're unsure who to contact about an equity release plan arranged through us, our team can help direct your enquiry.