Support with Wills, Trusts and Lasting Powers of Attorney

Wills that set out intentions clearly

A Will is usually the starting point for an estate plan. We help clients consider how they want their estate to be distributed, who should act as executors and, where relevant, who should care for children or support vulnerable beneficiaries. We discuss the options and their practical consequences in detail so that the final Will records the client’s intentions in a clear and understandable way.

Trusts considered within the overall plan

A Trust can, in some circumstances, help support younger beneficiaries, protect vulnerable family members or manage more complex family and financial arrangements. We explain in plain terms what different Trust structures may and may not be able to achieve and how they could fit within a wider estate plan. Where specific regulated legal, financial or tax advice is required, we encourage clients to seek support from suitably qualified and regulated professionals.

Lasting Powers of Attorney for future decision-making

Lasting Powers of Attorney allow trusted people to make certain decisions on a person’s behalf if they lose mental capacity or need help managing their affairs. We explain Property and Financial Affairs LPAs and Health and Welfare LPAs, including the types of powers attorneys may have, the standards they must follow and how LPAs sit alongside Wills and the wider estate plan.

We support clients in thinking through the instructions and preferences they may wish to include in their LPA documents. Our practical guidance focuses on putting sensible safeguards and decision-making arrangements in place, while recognising that attorneys must still act within the law and in the donor’s best interests.

Organised, secure and carefully managed estate planning

We use specialist, secure CRM software to organise information and support the drafting and review of Wills, Trusts and LPAs. This provides a structured way to manage each matter and helps us deliver a consistent, practical service throughout the client relationship:

• Accuracy – key information is collected in a structured format to help reduce the risk of omissions or inconsistencies.
• Consistency – tried-and-tested frameworks are adapted carefully to each client’s circumstances.
• Personalised records – relevant details, preferences and decisions are recorded securely, making future reviews and updates easier.

We handle personal information discreetly and with appropriate safeguards. Clear processes for data security and confidentiality support open, honest conversations about sensitive family and financial matters, while secure records help maintain an accurate account of the decisions made.

Appointments designed around the way clients live

Clients can choose the way of working that suits them best. Remote appointments across England and Wales can make it easier to discuss Wills, Trusts and LPAs around work and family commitments, using secure video calls, telephone appointments and electronic document sharing where appropriate.

For those who prefer to meet face to face, appointments are also available in London. Whichever option is chosen, we aim to keep the process steady and clear, with careful notes, written follow-up where needed and space for questions before important documents are finalised.

A respectful approach to sensitive circumstances

Estate planning often involves difficult subjects, including family breakdown, illness, disability, bereavement and concerns about how loved ones may manage in the future. We approach these conversations with empathy, discretion and a practical focus. Clients are given a non-judgmental setting in which to explain their circumstances and consider their options at a pace that feels appropriate.

We begin by listening carefully to each client’s priorities, worries and household dynamics. This helps us support the preparation of documents that are not only technically accurate but also grounded in how the family actually lives, communicates and makes decisions.

Why clients choose Codicil for estate planning support

Choosing support with a Will, Trusts or LPAs is an important decision. Many clients value clear explanations, responsive communication, personalised planning and practical guidance. Our emphasis is on helping people understand their options and make decisions that feel appropriate to their situation, rather than rushing them through a standard checklist:

• Personalised planning – discussions and documents are shaped around each client’s circumstances, concerns and objectives.
• Clear explanations – legal and technical concepts are explained in accessible language, without unnecessary jargon or pressure.
• Thoughtful guidance – clients have time to consider choices, ask questions and revisit decisions where appropriate.
• Careful handling of sensitive information – personal details are treated with discretion and supported by secure record-keeping.
• Practical support – a choice of remote and in-person appointments helps make estate planning easier to manage.

Our aim is for clients to feel organised, understood and supported rather than overwhelmed. We explain each document and how decisions are recorded, including how Wills, Trusts and LPAs interact. When circumstances change, we can work with clients to identify when their arrangements may benefit from review.

Knowing when regulated advice is needed

We focus on helping clients understand and prepare Wills, Trusts and LPAs. We do not provide regulated legal, financial or tax advice and we do not act as a regulated representative in disputes. Where regulated advice or representation is required, we encourage clients to seek support from suitably qualified, regulated and experienced professionals.

Regulatory notice: We provide an estate planning document-drafting and guidance service and are not authorised or regulated by the Solicitors Regulation Authority, the Financial Conduct Authority or any other regulator. Individuals are encouraged to seek independent regulated legal, financial or tax advice where appropriate.