Our Estate Planning Services
At Officium Legacy, we help you protect what matters most — your loved ones, your business, and your legacy.
Our expert estate planners provide clear, personal guidance to ensure your wishes are safeguarded and your wealth is passed on in the right way.
Whether you’re planning for the future, securing your assets, or supporting your family, our services are designed to give you confidence, clarity, and complete peace of mind.
Bloodline Planning
Preserve your family’s inheritance for generations to come. Our Bloodline Planning service ensures your wealth stays within your family, protecting it from external claims such as divorce, bankruptcy, or taxation. We’ll help you structure your estate so that your legacy truly benefits your loved ones.
Will Writing
A professionally written Will is the foundation of every strong estate plan. We make the process simple and stress-free, helping you document your wishes clearly and legally, so you can protect your loved ones and avoid future complications.
Trusts for Inheritance Tax
Trusts are one of the most effective tools for safeguarding your assets. Whether you want to provide for your children, manage inheritance tax, or control how your estate is distributed, our tailored trust solutions help you do it securely and efficiently.
Lasting Power of Attorney (LPA)
Planning ahead means more than just writing a Will. A Lasting Power of Attorney ensures that someone you trust can make important decisions for you if you ever become unable to do so. We’ll guide you through every step with sensitivity and care.
Document Storage
Secure, confidential storage for critical records and sensitive documentation. Our document storage solutions ensure regulatory compliance, controlled access, and long-term protection of information that matters.
Corporate Estate Planning
You’ve worked hard to build your business, and it’s not just a company, it’s part of your legacy. But without the right planning in place, the future of that business could be uncertain if the unexpected happens.
Property Ownership
How you own property affects what happens to it in the future.
Tenants in common is a flexible form of property ownership that allows each owner to control what happens to their share.
At Officium Legacy, we help you understand the basics — and guide you further when you need it.
Business Partnership
At Officium Legacy, we believe estate planning and inheritance advice should be accessible and easy to understand — not confusing or intimidating. That’s why we offer a free business partnership scheme for companies that want to support their employees’ financial wellbeing.
Don’t Leave Your Legacy to Chance
Take our free estate planning assessment to help you understand how prepared you are.
Our Estate Planning Client Journey
01
free consultation
We start with a complimentary consultation to understand your needs and objectives. This allows us to provide clear, tailored guidance from the outset.
02
Onboarding
Once our services are agreed, we’ll onboard you as a client and go through a simple fact find to gather information such as your beneficiaries, and executors.
03
Document creation
Our team will then draft your documents using our specialist software ready for you to review.
04
Review
Draft copies of your documents will be sent to you via email for you to double check the information and spelling are correct.
05
Signing & Storage
Our documents will then be printed on official paper and sent to you for signing along with signing instructions. If you have paid for storage you will be given instructions on where to send your completed documents.