Guard Package

Package starting from From £1099 - £3999

Guard Package | Certainty Package | Shield Package

Guard Package – From £1099

  • Joint Wills
  • Lasting Power of Attorney – Health & Welfare (one for each partner)
  • Lasting Power of Attorney – Property & Affairs (one for each partner)

This package is ideal for a couple who currently don’t own their own home.

A Will is one of the most important documents that you will ever need, and you need to make sure that everything you’ve worked hard for is passed on to those you love and care about. Our highly trained and qualified Will Writers will guide you through the entire process of creating a Joint Will to suit your needs, as Will writing is not a one size fits all process.

Another very important document that everyone should have is a Lasting Power of Attorney (LPA). An LPA is an essential document to have in place to ensure that someone you know and trust can make decisions on your behalf should you no longer be able to. There are two types of LPA, Health and Welfare and Property and Affairs, and we can help you make sure everything is in place so you have peace of mind for the future.

Call us on 0800 411 8690 to see how Capital Life can help with all your Inheritance Planning needs

Or click here to fill out a short form to arrange a FREE Inheritance Planning Review at a time to suit you

Certainty Package – From £1699

  • Joint Wills
  • Lasting Power of Attorney – Health & Welfare (one for each partner)
  • Lasting Power of Attorney – Property & Affairs (one for each partner)
  • Protective Property Trust

This is Capital Life’s most popular package, as it protects the family home as well as you and your spouse. It is designed to enable people you trust make decisions on your behalf should you lose capacity and helps ensures that your children inherit as you intend.

Protecting the family home is a top priority for most couples. Putting a Protective Property Trust in place will help safeguard that your children inherit as you intend. This type of Trust is also designed to prevent sideways disinheritance, in other words, if a loved one passes away and then remarries without writing a new Will, this Trust also looks to prevent the new spouse from inheriting your children’s legacy.

Alongside creating a Protective Property Trust our highly trained and qualified Will Writers will guide you through the entire process of creating a Will to suit your individual needs, as Will writing is not a one size fits all process.

Another very important document that everyone should have is a Lasting Power of Attorney (LPA). An LPA is an essential document to have in place to ensure that someone you know and trust can make decisions on your behalf should you no longer be able to. There are two types of LPA, Health and Welfare and Property and Affairs, and we can help you make sure everything is in place so you have peace of mind for the future.

Call us on 0800 411 8690 to see how Capital Life can help with all your Inheritance Planning needs

Or click here to fill out a short form to arrange a FREE Inheritance Planning Review at a time to suit you

Shield Package – Starting from £3999

  • Joint Wills
  • Lasting Power of Attorney – Health & Welfare (one for each partner)
  • Lasting Power of Attorney – Property & Affairs (one for each partner)
  • Asset Protection Trust

This is the ultimate package to help safeguard your children’s future inheritance. The Shield package comes with a Will, Lasting Power of Attorneys, and an Asset Protection Trust. This package will give you peace of mind that your chosen beneficiaries will inherit from your estate as you intend. The benefits can include reducing the care fees to your local authority, prevents the house moving sideways through marriage and have tax advantages.

Call us on 0800 411 8690 to see how Capital Life can help with all your Inheritance Planning needs

Or click here to fill out a short form to arrange a FREE Inheritance Planning Review at a time to suit you