Estate Planning To Suit Your Needs

Our friendly team of experts can help you with every aspect of your estate planning, providing a solution to suit you.

What We Do?

Will Writing

Basic Wills, Updating your Will, Mirror Wills, Comprehensive Will Planning, IHT mitigation and expert advice.

Lasting Powers Of Attorney

Health and Welfare and Property and Financial Affairs Lasting Powers of Attorney prepared and ready for registration.


Trusts to help protect your assets for future generations. We can support you in creating trusts during your lifetime or help your executors set them up after you’ve gone.

Probate / Estate Administration

We offer handholding services to full estate administration. Appoint us as professional executors and we will take the hassle away from your loved ones at what will surely be a very difficult time.

Funeral Plans

A pre-paid funeral plan allows you to fix the cost of your funeral at today's prices taking the hassle and stress away from your family and friends.

Secure Document Storage

Ensure your Will can be found easily by placing in secure storage with us.

We're here to help you

Legal Documents Written
Years Collective Experience
Happy Clients
Members Of Our Team

Latest News

January 23, 2020
Back to Basics – What is a Will? Some important questions answered!

Most people understand the importance of having an up to date and valid Will. The days of putting it off for the reasons of not wanting to tempt fate are far behind us. There are a host of benefits derived from writing a Will and in this short article, we’ll talk about what the document […]

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August 5, 2019
What is a Trust?

A trust is a way of managing assets. They can be created during someone’s lifetime or on their death. Trusts can be used for a multitude of reasons but can have the effect of removing assets from your estate for inheritance tax purposes, making financial provision for someone, ensuring the property is passed onto someone […]

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June 17, 2019
Common Executor Pitfalls

Some need-to-know info about being an Executor Many people do not realise the complexities involved in acting as an executor, nor the time it can take and all at a time when they are probably least likely to be able to cope, having just lost a loved one.   Did you know that acting as […]

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June 12, 2019
Delays in obtaining Grants of Probates

We want to keep you updated. Several delays have been experienced with probate registries in England & Wales, resulting in many estates being left in limbo pending issue of a Grant. Obtaining a Grant of Probate and administration of estates can sometimes be a lengthy and complicated process. Applications are usually processed in 10 working […]

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Don't Just Take It From Us...

Mr & Mrs D, Nottingham
We were very pleased with the service we received. Friendly, efficient and cost effective. I took the will storage too and I’m glad it’s all sorted.
Mr & Mrs S, Bedford
We were introduced to Fortis by our financial adviser. They came to visit us in our home, took notes and produced the documents very quickly. We would recommend.
Mr W, West London
I got my Will done through my employer and our benefits scheme. I also took powers of attorney and am very pleased to have sorted everything out to protect my family.

Let’s Get in Touch


Spear House, Cobbett Road, Burntwood, WS7 3GL
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