Business Details
24 Years
experience
Award-Winning Will Writing & Estate Planning Services
Established in 2002, Heritage Wills has grown to become the leading dedicated Will Writers in East Anglia, serving tens of thousands of clients with comprehensive estate planning services. Our team, led by Society of Trust and Estate Practitioners (STEP) qualified managers, ensures all work complies with UK laws and delivers clients exact wishes. We offer a full range of services including Will Writing, Probate, Trusts, Lasting Powers of Attorney, and Property Protection Trusts, supported by a fixed fee structure to eliminate unexpected costs. With offices in Norwich and St Ives, we provide free consultations via office, online, or telephone appointments, prioritising accessibility and client convenience.Recognised as National Will Writing Organisation of the Year for three consecutive years, we combine professional expertise with a personal, bespoke service tailored to individual needs. Our Client Care Package includes secure document storage, free annual Will updates, and a dedicated Executor Helpline, ensuring long-term peace of mind. We maintain transparency through fixed pricing, no hidden fees, and regular communication, reflecting our commitment to ethical standards and client satisfaction.
Services
Will Writing
Probate Services
Trusts
Lasting Power of Attorney
Property Protection Trusts
Tenants in Common
Funeral Plans
Corporate Benefit Package
Details
- Year established: 2002
Highlights and features
- STEP-qualified managers ensure compliance with UK estate laws
- Fixed fee structure guarantees no hidden charges
- Awarded National Will Writing Organisation of the Year 2018-2020
- Secure document storage with free annual Will updates
- Dedicated Executor Helpline for posthumous support
Associations and certifications
- Society of Trust and Estate Practitioners (STEP)
- ISO 9001
What people say
Top notch service
Outstanding advice
Peace of mind
Professional and timely
Highly recommend
Services
Will Writing
Our Will Writing service ensures your assets are distributed according to your wishes while minimising inheritance tax liabilities. We provide tailored advice on creating legally binding documents that reflect your current circumstances, including guardianship appointments for children and property ownership considerations. Clients receive ongoing support through free annual updates and secure document storage as part of our Client Care Package.
Probate Services
We guide executors through the probate process with transparent hourly-rate support, handling estate valuations, tax calculations, and asset distribution. Our dedicated Bereavement Team offers Executor Helpline assistance and collaborates with in-house solicitors for complex cases involving trusts or property sales. Services are charged against the estate, eliminating upfront costs for beneficiaries.
Lasting Power of Attorney
We facilitate Property & Financial Affairs and Health & Welfare LPAs, ensuring clients maintain control over decision-making during incapacity. Our consultants explain registration requirements with the Office of the Public Guardian and structure attorney appointments to prevent family disputes. Business owners receive specialist advice on corporate LPA arrangements.
Property Protection Trusts
Our Property Protection Trusts safeguard property assets from sideways disinheritance and care fee assessments. We advise on Tenants in Common arrangements and Family Asset Protection Trusts, structuring legal documents to protect beneficiaries' interests while complying with current inheritance legislation and tax regulations.
Funeral Plans
We offer pre-paid funeral plans that guarantee coverage of basic funeral costs at today's prices, with flexible payment options and index-linked benefits. Plans include coffin costs, limousine hire, and cremation fees, with funds securely held in a Golden Leaves Trust. Clients receive immediate financial protection without medical underwriting requirements.
Questions
Why do I need a Will if I'm married?
Marriage can invalidate existing Wills. A new Will ensures your estate distribution reflects current wishes, particularly regarding property ownership and children from previous relationships.
How does a Property Protection Trust work?
It safeguards your property share in a Tenants in Common arrangement, ensuring beneficiaries receive their inheritance even if your partner remarries.
What happens if I don't create a Lasting Power of Attorney?
Without an LPA, family members may face court delays and significant costs to manage your affairs if you lose mental capacity.
Can I update my Will after purchasing a Funeral Plan?
Yes, our Client Care Package includes free annual Will updates, ensuring your estate planning remains coordinated with funeral arrangements.
How are Probate fees calculated?
We charge transparent hourly rates based on actual work performed, with fees taken directly from the estate to avoid upfront costs for executors.
Are your services available outside East Anglia?
While based in East Anglia, we offer nationwide support through online consultations and document management services for clients across the UK.
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