About Estate Planning Solutions

Estate Planning Expertise

Extensive Expertise: With over twenty years of experience in estate planning, our highly qualified team is deeply committed to its importance. Our Focus: We prioritise wealth protection and preservation, alongside a long-term dedication to providing excellent client service. In Essence: We’re all about finding the right estate planning solutions for everyone.


To ensure the most effective estate plans, we collaborate with other industry leaders. This includes chartered tax advisors and wealth management experts who provide valuable insights. Furthermore, we’re a full member of the Institute of Professional Will Writers (IPW), and all our consultants hold associate memberships. Additionally, our legal team members boast STEP (Society of Trusts and Estate Practitioners) accreditations, ranging from Affiliate to Diploma levels.

Industry Standards

Both the IPW and STEP set standards within the Will and estate planning industry and have robust professional codes to which members must strictly comply. The IPW’s Code of Practice is approved by the Chartered Trading Standards Institute under its Consumer Codes Approval Scheme. Affording you additional protection and reassurance that all advice has been provided correctly.

Why Choose Estate Planning Solutions

Estate planning services require trust, as a Will’s true impact comes only after you’re gone. Therefore, our responsibility as professional Will writers is paramount: ensuring your individual wishes are met and your loved ones are cared for in the future. However, we understand that taking these steps can be difficult, and death is often a sensitive topic. Our goal is to ensure you feel comfortable, reassured, and have peace of mind throughout the entire process.

Client Relations

We value each client relationship – it’s an honour to be part of your journey. To ensure your wealth is protected and preserved, we’ll first inform you on the importance of having a solid estate plan. Using clear, plain English, we’ll then guide you through the legalities and technicalities involved, making the process understandable.

Most importantly, strict ethical principles mean we adhere to the Chartered Trading Standards Institute’s approved Code of Practice.  Finally, few Will writers have a Client Charter like us, so we are bound to the strictest levels of service as detailed in our client promise.

  • Established reputation over 20 years.
  • Sympathetic and empathetic approach.
  • Clear, easy to understand advice.
  • Strict ethical principles bound by an approved Code of Practice.
  • All planning is carefully tailored to meet your wishes.

Convenient Appointments

Firstly, working Nationwide, our qualified professional estate planning advisors offer you a range of appointment options to suit your needs. Secondly, by embracing technology, we can conveniently conduct meetings remotely using telephone and online video platforms. Additionally, for those who prefer a more personal touch, we also offer face-to-face home visits. However, this in-home option is subject to consultant availability in your area.

The infographic shows a typical client journey with estate planning solutions and how our process works.

typical client journey with eps

We offer carefully tailored and structured estate planning recommendations for each of our clients. Bespoke recommendations are based on your current circumstances, your wishes for those left behind and what you want them to achieve.  Providing bespoke estate plans, means we can include the most appropriate, impartial and personalised recommendations to support your wishes.