Additional services
Comprehensive Estate Planning with a Personal Touch
At Grayling Windsor Thomas, we believe in a thoughtful, personalized approach to estate planning. Our additional services are designed to give you peace of mind, knowing that everything from your will to your most cherished assets is secure, and your loved ones are protected, no matter what life throws your way.
Trusts to Strengthen Your Will
A trust is more than just a tool—it’s a way to add an extra layer of security for your estate, your family, and your future. With a trust, we can ensure that your wishes are carried out, protect your loved ones, and offer flexibility for many different situations. Here’s an overview of the types of trusts we offer:
- Right of Occupation Trust
This trust enables property to pass to your beneficiaries while allowing someone else to continue living in it. It’s the perfect solution to ensure that a home stays within the family, or that someone who needs it has a safe place to live for as long as they require.
- Disabled Persons Trust
Designed to safeguard funds for a loved one with a disability, this trust ensures that money left to them is properly managed. It protects their long-term care needs while keeping their eligibility for benefits intact.
- Discretionary Trust
This flexible option lets trustees decide who inherits, when, and how much. Whether you’re providing for a range of beneficiaries or have specific wishes in mind, this trust offers you complete control over your estate’s distribution.
- Life Interest Trust
This trust provides someone with an interest in your assets for a set period of time, while ultimately passing those assets to your chosen beneficiaries. It’s a great way to provide for someone while making sure your long-term wishes are respected.
Lasting Powers of Attorney (LPA)
A Lasting Power of Attorney (LPA) gives you the confidence that if you’re unable to make decisions for yourself in the future, someone you trust will be there to act on your behalf. You can choose from two types of LPA:
- LPA for Health and Welfare Decisions
This document allows you to appoint someone to make decisions about your health, medical care, and personal welfare when you are unable to do so yourself.
- LPA for Property and Financial Affairs
You can appoint someone to manage your finances, property, and legal matters, ensuring that your financial affairs are in good hands if you’re no longer able to manage them yourself.
- General Power of Attorney
This document is designed for when you’re still mentally capable but need someone to handle financial decisions on your behalf.
Document Storage & Will Register
We provide secure document storage for your will, LPAs, and other important documents. With Grayling Windsor Thomas, you never have to worry about losing or misplacing your critical documents again. Not only do we store your files securely, but we also offer future updates, amendments, and free registration on the National Will Register to make sure your documents are easy to find when needed most.
Get in Touch
At Grayling Windsor Thomas, we know how important it is to have everything in place. That’s why we’re here to guide you through each step of the estate planning process with care, attention to detail, and a commitment to doing what’s right for you and your family.
If you’re ready to explore how our additional services can provide you with the protection you deserve, we invite you to reach out to us today. We’ll walk you through the options, answer all your questions, and ensure that your future is fully secure.
Get in touch
To learn more about our services, or to request our expertise, please reach out.
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