Here at Fortis Law, we put our clients first. We are committed to providing tailored estate planning specific to our clients’ needs and all of our team work to 5 core principles.
Estate planning is all about preserving, protecting and passing on your wealth down generations or to loved ones. It’s about maintaining control of your assets and ensuring that your wishes are carried out.
Fortis put our clients in a position to be able to make an informed decision about what they want to do with their assets. We give you tailored advice specific to your circumstances and our professional team are fully trained and qualified to support you. We are then here to help you by creating these important legal documents and ensuring they are signed correctly so that they can be used when they are needed.
A Will provides certainty. It ensures that your assets pass to the people you choose and that the right people (executors and trustees) manage this when you have gone. It allows you to appoint guardians for minor children, make gifts to charity, and to protect assets through the use of Will trusts.
A Lasting Power of Attorney (LPA for short) is a document which, once registered, allows your attorneys (people you choose) to manage your affairs should you become unable to.
There are two types of LPA:
A trust is a way of managing assets (money or your house etc.) and they can be set up for a number of reasons. Reasons include where you want to protect assets for family and friends, where people cannot manage money because they are too young or vulnerable and you’d like someone to manage it for them, or where someone becomes incapacitated.
There are different types of trusts and they are taxed differently.
Probate and Estate Administration is the legal process of proving a Will. This means that it is accepted as the last Will and Testament by the probate court. From here the process of drawing in somebody’s assets, paying off their liabilities and administering the estate in accordance with their Will can begin. Before drawing in assets, and dependent on the size of the estate, the executors, must apply for the grant of probate.
An increasingly popular way to combat these rising costs is to pay for your funeral now, fixing the costs (less disbursements) at today's prices and with Fortis Law, we can help you with a pre-paid funeral plan.
This gives you the ability to arrange your funeral now removing the hassle for your loved ones.
Making the decision to create important legal documents like your Will or Lasting Power of Attorney is a wise move. It’s equally as important to ensure that these documents are stored safely so that they can be found and used when they are needed.
If you would like a no-obligation discussion about your estate planning, then there are a number of ways to get in touch. Try our live chat, ring our friendly team on 01543 747 010 or use the contact form on our website.
For more information about what’s involved check out this article: https://fortislaw.co.uk/blog/choosing-us-to-write-your-will-what-is-involved/
The team at Fortis Law see thousands of clients every year and sadly, sometimes, but very rarely a client isn’t entirely satisfied. In the event that you’re not totally satisfied with the service you have received from our team, we would like to hear about it so that we can evaluate matters and improve the service we offer.
Who should you speak to?
If you would like to discuss your complaint with a member of our team, then please contact us on 01543 747010 and ask to speak with Craig Copley. Craig may be able to sort the problem out straight away. If he can’t, he will encourage you to submit a formal complaint.
What is a formal complaint?
We acknowledge that any expression of dissatisfaction deserves looking into and will require a prompt response. If, after speaking to Craig you would like to submit a formal complaint, please put your complaint in writing to Fortis Law, Spear House, Cobbett Road, Burntwood, WS7 3GL for the attention of our Client Care Manager. We would ask that you provide as much information as possible so that we can investigate matters. Please include a case reference, details about what your complaint is, and what you consider to be a satisfactory resolution.
We will send an acknowledgement of your complaint in writing within 14 days. Our Client Care Manager will review matters, and a formal response will be provided with our findings and our suggested resolution with 28 days from receipt of the complaint.
If you are still not satisfied with the outcome of the complaint, you may wish to escalate your complaint to the Directors of Fortis Law. In which instance, a Director will personally look into the nature of your complaint and try their best to resolve it.
If the solution provided by the Director is still not sufficient, you are free to raise your complaint to an independent adjudicator for arbitration.
Last updated: (April 1st 2019)
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Last updated: (1st April 2019)
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