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Private Client Care.
Private Client Care.
Unparalleled benefits for your Estate Plan during your lifetime and beyond.
You’ve done something amazing for your loved ones, you’ve made a Will! Of course, this does raise new questions. Where can I keep my Will securely? What if I need to change my Will? What if I need copies of my documents? Will Probate be straight forward when I pass on? Who can manage Probate and Estate Administration for my family?
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This is where our Private Client Care plan comes in. For a small monthly fee we will keep your documents safe in our fully insured secure storage, provide copy documents where appropriate, and offer ongoing advice and lifetime changes to your Will. We will also look after your loved ones by providing Estate Administration (Probate), at a fraction of the cost.*
What’s Included with the Private Client Care plan?
Unique Benefits.
*70% reduction in cost – usually 2.5% of the gross estate, plus VAT. With Private Client Care only 0.75% of gross estate, plus VAT. Please note there is a minimum charge of £995, plus VAT, only affecting estates under £132,750.
For a full set of Private Client Care plan terms & conditions CLICK HERE
Extensive Features.
FULLY INSURED DOCUMENT STORAGE
You can also store other important items including photos, deeds, certificates, etc.
70% OFF ESTATE ADMINISTRATION*
Usually 2.5% of the gross estate. 0.75% with Private Client Care
COPY DOCUMENTS
Additional copies for you to keep at home for quick reference
FREE INHERITANCE TAX PLANNING
Ensure effective use of all available allowances
LIFETIME DISCOUNTS
Benefit from lifetime discounts on other Simpler Law services, including Conveyancing.
UNLIMITED CHANGES
You can amend your documents at anytime
FREE CONSULTATIONS & ADVICE
Unlimited advice during the lifetime of your plan
Estate Administration at a Fraction of the Cost.
Remove the stress of Probate & Estate Administration for your loved ones.
With our plan, the whole process of Estate Administration is only charged at a fraction of the cost, in fact a 70% reduction. This means that you no longer have to worry about selecting an executor as it is all taken care of. Those close to you do not need to worry or stress over your estate at an already emotionally trying and difficult time.
Our Estate Administration (Probate) is charged at 0.75% on the total value of your estate. We believe this is a fairer method, as charging on an hourly basis can be for more expensive, especially when dealing with third parties.
