About Codicil Estate Planning & Consultancy
Premium, personal estate-planning consultancy guidance for individuals and families across England and Wales.
We help you think through your options around Wills, Trusts and Lasting Powers of Attorney, so you can make informed choices about how best to provide for your loved ones.
Who We Are
Codicil Estate Planning & Consultancy is an independent estate-planning consultancy dedicated to helping individuals and families across England and Wales plan for the future with confidence. We focus exclusively on Wills, Trusts and Lasting Powers of Attorney (LPAs), offering clear, practical consultancy guidance at every step.
We take the time to understand your circumstances, your priorities and the people who matter most to you. Our consultancy guidance is tailored – never off-the-shelf – so that the arrangements you go on to put in place can reflect your values, your wishes and your family dynamics.
Our role is to listen carefully, ask the right questions and provide calm, considered guidance on your estate-planning options. We are here to help you make well-informed decisions, at your pace, and to signpost you to suitably regulated legal or financial professionals where formal legal advice or services are required.
Our Approach
Estate planning should feel reassuring, not intimidating. Our philosophy is to make the process accessible, jargon-free and as straightforward as possible, while still giving careful attention to the details that matter.
From our first conversation, we provide step-by-step consultancy guidance – explaining your options in plain English, outlining the general implications of each choice, and helping you think through arrangements that may be suitable for you and your family.
You will always know what we will cover, what happens next and where other professionals may need to be involved. As life changes – and your plans need to evolve – you can return to us for further consultancy guidance, while any formal legal documentation is prepared and executed by appropriately regulated providers such as solicitors.
Why Choose Codicil
Independent Consultancy
Codicil is an independent, unregulated estate-planning consultancy. We help you understand your options around Wills, Trusts and Lasting Powers of Attorney and support you in preparing documents based on your instructions. We do not provide regulated legal, tax or financial advice, and we are not a solicitor’s firm.
Tailored to You
We take time to listen to your circumstances, priorities and family situation. Working from your instructions, we help you prepare Wills, Trusts and LPAs that reflect your wishes — ensuring the documents we produce are based on your informed decisions, not a one-size-fits-all approach.
Clear & Transparent
We explain our fees, scope of service and next steps clearly from the outset. Where appropriate, we can also provide administrative support with submitting LPAs to the Office of the Public Guardian for registration. Where your situation requires specialist advice or reserved legal work, we will say so and refer you to an appropriately regulated professional.
Regulatory Notice
Codicil Estate Planning & Consultancy is an independent, unregulated estate-planning consultancy. We are not a solicitor’s firm and are not regulated by the Solicitors Regulation Authority (SRA) or any other legal services regulator. Our services relate to estate-planning consultancy only and do not constitute regulated legal advice or legal services.
We provide unregulated estate-planning services, including the preparation and drafting of Wills, Trusts and Lasting Powers of Attorney. These services are not regulated legal services and do not make us a solicitor’s firm or regulated legal practice. We do not provide regulated services such as probate or estate administration, legal representation, contentious legal work or regulated legal advice. Where your circumstances require regulated legal, tax or financial advice, we will explain this and, where appropriate, refer you to a suitably qualified professional.
Ready to talk about your estate planning?
If you would like to explore your options for Wills, Trusts or Lasting Powers of Attorney, we’d be pleased to help. Arrange a confidential, no-obligation conversation to discuss your situation and the estate-planning consultancy guidance we can provide, including where it may be appropriate to involve a suitably regulated professional.
