

Our charges for
Documents, Services and Trusts
- Last Will and Testament (Single Person) - £110
- Last Will and Testament (Couple) - £160
- 2 Property Protection Trust Wills - £410 (Includes Trusts)
- Lasting Power of Attorney (Single Person) - £120
- Lasting Power of Attorney (Couple) - £210
- Discretionary Trust - £270
- Disabled Persons Trust - £100
- Lifetime Interest Trust - £100
- Severance of Joint Tenancy - £105
- Probate Services - £95 per hour (excluding VAT)
- Document Storage (see benefits below) - £35 per year (inc vat)
- Property Transfer - £POA
All charges include an initial visit to your home, daytime or evening and
include VAT @ 17.5%.
Trusts are priced on a per will basis.
Severance of Tenancy is priced per property.
Document Storage (optional) includes a number of Additional benefits:
- A copy of your documents to keep for your records
- Free annual update or re-write of your Will as required
- A letter to your executors explaining their duties and how to get your Wills
- Free storage for additional important documents (House Deeds etc)
- No fee for retrieval or deposit of your documents
- Free advice and support for your Executors in administering your estate
- The annual fee for storage is guaranteed never to increase
- Your Peace of Mind
Packages
Probate Plus account
Estate Administration discounted
(Estate administration fees are discounted by 50% - Heritage must be appointed as one of the executors)
Funeral Plan cash-back
(10% cash-back paid one month following full payment of Heritage Funeral Plan)
Document Storage
Standard Care Package
Standard Mirrored Wills
LPA's Property & Affairs
LPA's Personal Welfare
Document Storage
Usual price : £615
Complete Care Package
Property Protection Trust Wills
LPA's Property & Affairs
LPA's Personal Welfare
Severance of Tenancy
Document Storage
Usual price : £970
Platinum Protection Package
Property Protection Trust Wills
LPA's Property & Affairs
LPA's Personal Welfare
Severance of Tenancy
Document Storage
Probate Plus Account
Usual price : £1335



