Unlocking Your Potential, Nurturing Your Well-being
Who we are
Heritage Will Writing is a dedicated team of experienced professionals who assist individuals and families throughout Hampshire with all aspects of estate planning. We operate from our central office in Southampton, offering a personal and approachable service to clients across the region.
What we do
Our mission is to empower individuals to take control of their futures and protect their legacies through comprehensive estate planning solutions. We offer a complete range of services including:
Essential Documents
- Wills: Creating a legally binding document to distribute your assets after your passing.
- Lasting Power of Attorney: Designate someone you trust to make important financial and healthcare decisions on your behalf if you become unable to manage these matters.
- Probate: We guide you through the process of settling your estate efficiently and effectively.
Additional Services
- Inheritance Tax planning and mitigation strategies.
- Trust establishment and management.
- Severance of tenancy arrangements.
- Document storage solutions.
- Financial planning consultations in collaboration with our partner company, New Forest Wealth Management Ltd.
Our approach
We believe in building personal relationships with our clients and understanding their unique needs. Our approach is:
- Accessible and clear: We explain complex legal concepts in plain language, ensuring you understand your options.
- Tailored solutions: We customize our plans to your individual circumstances and goals.
- Responsive and supportive: We are available to answer your questions and address your concerns promptly.
Our values
We are guided by core values that underpin our service:
- Client focus: Your needs and concerns are our top priority.
- Integrity: We uphold the highest ethical standards in all our dealings.
- Transparency: We provide clear and concise information about our services and fees.
- Accessibility: We aim to make estate planning accessible and understandable for everyone.
Contact us today to schedule a free consultation and discuss your individual needs with one of our experienced estate planning specialists.
Overall Experience
The reviewers have expressed their satisfaction with the services provided by Heritage Will Writing. The common themes throughout the reviews are the efficiency, quick turnaround, and pleasant interactions with the staff.
Positives
- The organisation is described as "amazing" and the people as "lovely" to deal with.
- The reviewers appreciate the prompt response and efficient service, with one reviewer stating that they "couldn't recommend more highly".
- The process of creating a will is described as easy, with Heritage Will Writing being able to advise and respond quickly to queries.
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