Clarity, structure and support for your legacy
Thoughtful estate planning, made clear and personal
At Codicil Estate Planning & Consultancy, clients share highly personal information about their families, finances and future wishes, and we treat that trust with great care. We focus on the practical steps that protect what matters to you: professionally drafted documents, well-organised information, and a clear plan that your executors and attorneys can follow. Every detail of your estate planning is handled with discretion, using sophisticated CRM software to organise and protect your data while keeping it accurate and up to date. Our founder’s background in the Civil Service, supporting and communicating with vulnerable people, underpins a culture of integrity, patience and clear explanation. You can expect a thoughtful, respectful service at every stage, with Wills, Trusts and Lasting Powers of Attorney tailored to your circumstances, explained in plain, considerate language, and documented in a way that makes sense for you and those you appoint.
What we help you put in place
Three core areas of estate planning
01 — Wills
Clarity around the Will you want in place
A professionally drafted Will from Codicil sets out who should inherit your estate, appoints executors you trust, and can name guardians for your children, turning your wishes into clear, practical instructions. This matters because it reduces uncertainty, lowers the risk of disputes, and gives those you leave behind a document they can follow with confidence at a difficult time. Using our sophisticated CRM systems, we design a personalised Will around your family, assets and priorities, so key details are recorded accurately, stored securely, and can be reviewed and updated as your circumstances change. Drawing on our founder’s specialist training, integrity and experience, we guide you through each decision in plain language and deliver a Will-writing service that is thorough, efficient and quietly reassuring.
02 — Trusts
Plan for what matters most
A tailored Trust from Codicil helps you control how and when your assets are passed on, manage specific risks such as future care costs or changing family circumstances, and protect wealth for those who need it most. This matters because it can safeguard vulnerable or younger beneficiaries, ringfence assets for particular purposes, and provide a clear structure for how your estate should be used over time rather than all at once. Using the same advanced CRM systems, we map your priorities, record the relevant assets and people involved, and shape a Trust solution that reflects your objectives while keeping every stage of the process organised, precise and documented. Informed by our founder’s professional experience and integrity, we explain your options in plain language, highlight the practical pros and cons, and work with you to put Trust arrangements in place that are considered, robust and appropriate for your circumstances.
03 — LPA
Planning for loss of capacity
A Lasting Power of Attorney (LPA) from Codicil allows you to appoint trusted people to make financial or health decisions on your behalf if you lose capacity, so those closest to you can step in quickly and act in line with your wishes. This matters because, without LPAs, families can face stressful court applications, delays at the point support is most needed, and uncertainty about who should decide what. With the support of our sophisticated CRM tools, we capture your instructions and preferences clearly, including who should act, how they should make joint or separate decisions, and any guidance you want them to follow, so your LPAs are tailored to your situation and recorded accurately. Guided by our founder’s integrity, specialist training and experience, we explain what LPAs can and cannot do, set realistic expectations about how they work in practice, and support you from initial advice through to signing and registration.
Codicil provides document-drafting and estate-planning support for Wills, Trusts and Lasting Powers of Attorney, helping you turn your intentions into clear legal documents and a coherent plan. Where regulated advice or services are required, we signpost clients to appropriate regulated and experienced professionals, so you can be confident you are getting specialist input where it is needed while still benefiting from Codicil’s structured, well-documented approach.
A calm place to start
Not sure where to begin?
Every situation is different. We take the time to understand yours, identify the documents and decisions that will make the most immediate difference, and explain your options in plain language. We then help you prioritise next steps, prepare and organise the relevant paperwork, and point you towards the right regulated professionals where they are needed, so you can move forward with clarity rather than guesswork.
