Wealth Preservation Plans

The affordable way to protect your family in life and after death.  The plans include all the legal documents and advice you and your family needs for dealing with your estate. The plans are constructed to offer you an easy payment structure over 12 months to ensure that all your affairs are in order, your family is not disinherited or placed in a detrimental position either financially or legally when the time comes. For up to 2 people.

NEW WEALTH PRESERVATION PAYMENT PLANS 2017

Platinum Plan:

This top off the range Wealth Preservation Plan is the ultimate for protection of your assets.

Included:

Family asset protection Trust and Land Registry with trust management

Wills (x2)

Lasting Powers of Attorney (x4) ready for registration. OPG fees Extra currently £110 per power

Lifetime Document storage

Free Probate & Estate Administration Advice

Fixed Price Estate Administration.  (Fees charged at current the current rate applicable at date of death)

Cost £3500.00 or interest fee Deposit or £1100.00 plus 12 monthly payments of £240.00

Gold Plan:

Included:

This all round Wealth Preservation Plan allows great flexibility and control of assets in to  the future.

Wills x2 with Will a Will trust (dependant on individual circumstances  and needs).

Lasting Powers of Attorney (x4) ready for registration. OPG fees Extra currently £110 per power

Lifetime Document storage

Free Probate & Estate Administration Advice

Fixed Price Estate Administration.  (Fees charged at current the current rate applicable at date of death)

Cost £1885.00 or interest fee Deposit or £500.00 plus 12 monthly payments of £116.00

Silver Plan:

Included:

A Wealth Preservation Plan for simpler estate offering protection whilst alive and on death.

Mirror Wills (x2)

Lasting Powers of Attorney (x4) ready for registration. OPG fees Extra currently £110 per power

Lifetime Document storage

Free Probate & Estate Administration Advice

Fixed Price Estate Administration.  (Fees charged at current the current rate applicable at date of death)

Cost £1390.00 or interest fee Deposit or £350.00 plus 12 monthly payments of £87.00

Bronze Plan

The base Wealth Preservation plan.

Single Will

Lasting Powers of Attorney (x2) ready for registration. OPG fees Extra currently £110 per power

Lifetime Document storage

Free Probate & Estate Administration Advice

Fixed Price Estate Administration. (Fees charged at current the current rate applicable at date of death)

Cost £895.00 or interest fee Deposit or £250.00 plus 12 monthly payments of £54.00

 

All fees include VAT,home visits and telephone access to our Will, Trusts, Care, Probate helplines.

Plus all of the following standard benefits:

• Home Consultations

• Attestation service

• Lasting Powers of Attorney (Property & Affairs and Health & Welfare) advice

• Storage of Wills and associated documents for life.

• Amendments to  Wills and Attestation will be done remotely (not a home visit)

• Additional work/visits will be chargeable, i.e. Attestation, Trusts, Estate Administration work or Land Registry

• A selection of Guaranteed Pre-paid Funeral Plans to ensure the most suitable plan for you

 

Complimentary

Wealth Preservation Welcome Bonus

The Welcome Bonus covers free advice and telephone help line to:

1. The member to administer multiple estates where he/she is a named as an executor.

2. The executors named in the Will of the member to administer the said estate only.

3. Fixed fee professional estate administration service.

 

Contact us today to discuss this issue: admin@cjclegalservices.com or contact administration by telephone: 01283 545586