Level One Package

Whether you require a simple Will or full estate planning advice we can provide a solution to meet your needs. Here are the details of our level one package.

The packages most suitable for you will depend upon your individual circumstances. Each package is extremely flexible enabling you to add optional extras at an agreed cost. 

Benefits of Level One:

  • Flexible protection of your assets post-death
  • Protects assets left in estate after death
  • Protection for your spouse, partner, children & grandchildren
  • Provision for loss of capacity

What is included?

  • Comprehensive Estate Planning Consultation
  • Legal advice in writing from our qualified Lawyers
  • Professionally drafted Last Will and Testament
  • Flexible Discretionary Will Trust
  • Lasting Power of Attorney - Financial Decisions
  • Lasting Power of Attorney - Health and Care
  • Severance of Tenancy (for jointly held property)
  • Detailed Expression of Wishes
  • Supervised Attestation meeting

Optional Extras

  • LPA Registration fees
  • Secure document storage

Additional Costs:

  • Office of the Public Guardian fees (where LPAs are to be registered)

Note: No lifetime asset protection

How Universal Wealth Preservation can assist you

Our legal advisers will be happy to discuss with you which level of planning best meets your needs based on your circumstances. If you have any specific requirements not covered by any of our packages let us advise you on our range of comprehensive solutions and create a solution that is right for you.

Contact us to arrange a FREE no-obligation home consultation with one of our advisers.

Or for more information on the wealth protection solutions we provide why not book your place on one of our forthcoming Keep it in the Family seminars.