Client Care PLUS

Our dedication to ongoing client care and support has helped us to establish our Client Care PLUS service.

Designed to provide long-term benefits for you and your family when it comes to your estate planning. At Estate Planning Solutions we aim to make life easier for you and your family.

There are many benefits in subscribing to our Client Care PLUS service, all of which are detailed in our downloadable booklet. Access this by clicking on the button below and see why you should subscribe.

Download our Client Care PLUS booklet for a full overview of the services available and their benefits.

The principal aims of the Client Care PLUS service are:

1. Secure document storage

Safe and secure legal document storage. We use an independent legal services document storage facility. First and foremost, your documents are insured. Secondly, they are kept in a highly secure, fireproof, bombproof and waterproof environment. Store your Will, Trust Deeds, and Lasting Powers of Attorney. Additionally, you can also choose to store house title deeds, insurance policies, and other important legal documents. Documents stored at home are at risk, don’t take any chances.

2. Free estate planning reviews and basic will updates

Receive unlimited free reviews and basic will updates. Consequently allowing you to update your Will as often as you like, in the case of a change to your family dynamics or financial circumstances. Ensure your Estate Planning documents are always up to date and fit for purpose. Review meetings are free.

3. Probate Assistance

Gain valuable assistance with probate. As a result reduce costs and stress for your family in the future, ultimately making life easier for those left behind. Access a FREE 1 hour consultation with an experienced probate practitioner for advice and guidance. Also there is 10% discount on Probate with our preferred partner law firm Acer Prime Law. In addition, we have negotiated a 2% cap and fixed fees with them.

If you are interested in signing up to the scheme, you can contact our office FREE on 0800 781 6658 or email us at enquiries@estplan.co.uk and we will advise you on the next steps to take.