Resources
An Introduction to Estate Planning
Estate planning is the process of making important decisions about what should happen to your assets, your family, and even your own care, both during your lifetime and after your death. It involves creating a framework of legal documents—such as Wills, trusts, and Lasting Powers of Attorney—to ensure that your wishes are clearly expressed and legally binding.
By being proactive, you can help protect your loved ones from unnecessary stress and legal complexities, reduce the risk of family disputes, and potentially save on tax liabilities. Estate planning is not only about safeguarding what you own; it’s also about providing peace of mind, knowing that when the time comes, your affairs will be managed with care, sensitivity, and in accordance with your wishes.
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Your guide to appointing executors, guardians, trustees and attorneys
Introduction
When it comes to ensuring your affairs are managed according to your wishes, choosing the right people to fulfil key legal roles is essential. Executors, guardians, trustees, and attorneys each play distinct roles in handling different aspects of your estate and personal welfare, both during your lifetime and after your death. By making informed decisions and receiving proper guidance, you can secure peace of mind for yourself and your loved ones.
At SLS Wills and More, we take pride in offering a personal, caring service in the comfort of your own home. Our founder, Sara Sheppard, has over 38 years’ experience in private practice with specialist solicitors across East Kent. Sara became a Fellow of the Society of Will Writers upon establishing SLS Wills and More in 2017 and now sits on their Professional Standards Board. Her dedication and wealth of expertise ensure that every client’s unique circumstances are carefully considered and that you are supported every step of the way.
This guide will help you understand the roles, responsibilities, and liabilities involved in appointing executors, guardians, trustees, and attorneys. We will also consider the emotional impact, highlight the importance of keeping your documents current, and provide practical guidance on what to consider and prepare before your meeting with us. By working with SLS Wills and More, you are making a wise choice: we are here to ensure you receive tailored advice, delivered in a friendly and reassuring manner.
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