Naomi Cotterell, Perfect Wills & Estate Planners

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Perfect Wills & Estate Planners
Member of the Dudley BoB Club

Perfect Wills & Estate Planners Will Writing & Estate planning
1 Maypole Steet
Wombourne
Wolverhampton
WV5 9JB
Looking for introductions to individuals in need of a will and estate planning professional advice.

Business Description

Looking for introductions to individuals who are in need of a will/estate planning professional advice.
 
 
 
Our story and how we have helped local families:
 
In 2016, Steve Owen, founder of Perfect Wills & Estate Planners, opened his very first shop in Wombourne.  Steve, having lived in the area with his family for many years, with a strong sense of community spirit, identified a need for a trusted firm of estate planners within the area. Having been approached by friends and families within the community, confused, emotional and stressed when dealing with their affairs due to the loss of a loved one. Too many times this was seen happening, with no future planning, structure, there was no help or advice to support the families when they needed it most. It was then, Steve concluded, having seen for himself the challenges to wills, that a will simply was just not enough. Sometimes lengthy and costly probate costs, assets not being passed on to those loved ones and with contested wills, this added stress could all be avoided. With many years before such time, in writing estate plans following the completion of practice examinations, becoming a member of the Will Writing Society, the solution was there. The Perfect Wills & Estate Planners Shop was then formed. Since the opening of the shop, Steve has been overwhelmed with the gratitude from the families he has helped, describing him as ‘valued and trusted’. In order to maintain our high standards and to meet growing local demand, we are now seeking to expand our practice within the local area.
 
Some reasons why you need at least a 'Will & Testament':
  • Your partner could lose their home or your spouse may not inherit all your estate.
  • Avoid serious family disputes.
  • Extensive legal costs for the beneficiaries.
  • Your children could suffer emotionally and financially.
  • Your beneficiaries could end up paying more tax than necessary
  • You lose the opportunity to appoint guardians if you have young children
  •  

Our Services include:

Last Will & Testament

Property Protection Trusts

Lifetime Interest Trusts

Family Asset Protection Trust

Disabled Persons Trust

Power of Attorney – Property & Affairs

Power of Attorney – Personal Welfare

Funeral Pre-Payment Plan

Probate & Contentious Probate Issues

 

 

 

 

Accreditations & Qualifications