Price List | SLaw Estate Planning

The company operates from its base in Skipton, North Yorkshire. For travel to appointments within a 30-mile radius of its base there is no fee! However, for every 10 miles (or part thereof) above 30 miles from Skipton, a reasonable £10 charge is made to cover the additional transport costs for each appointment attendance.

WILLS

Standard Will £145 per Will

Guardianship Clause £45 per Will

Children’s Trust within the Will (18-25) £65 per Will

Discretionary Will Trust (NRB + RNRB) (protects Nil Rate Band + Residential Nil Rate Band) £125 per Will

Interest in Possession Trust within the Will (for joint estates over £1,000,000) £125 per Will

Each Will comes with the following associated documents:

A Will Clarity Statement – This document outlines when and how the instructions were taken, who was present, risk assessments, and the confirmation of how mental capacity was established. It is signed by the Testator when signing the Will, reassuring them that if the worst were to happen, this extra precaution to ensure that the Testators wishes are clearly heard and well documented thus reducing the risk of a successful claim against either the will, or the capacity of the Testator.

A Client Disclaimer – This document highlights the Donors personal and Estate Planning situation, what has been recommended and has been purchased as well as the reasoning behind the decisions taken. This is essential if a claim is made against the estate by a disgruntled beneficiary, or someone who has been excluded from Inheriting, and may claim under IPFDA1975 ‘The Inheritance and Provisions for Families and Dependants Act of 1975’.

A Will Commentary – Most legal documents are extremely complex given all the “legalese” which they must contain, this can cause confusion to a lay Executor (usually your family) who would most likely then hand the job to a Solicitor, with all the Solicitors associated costs. This Commentary provides a full and comprehensive explanation of all the clauses and jargon included in the Will and other legal documents. This document is in plain English, is uniquely personalised and professionally produced.

Severance of Joint Tenancy - Inc. 2 x Notices of Severance Documents £85 per Residential property

£45 per Additional property

Lasting Powers of Attorney

LPA, Property and Financial affairs (Inc. Registration Documents) £375 each

LPA Health and Welfare (Inc. Registration Documents) £375 each

LPA Package P&A and H&W (Inc. Registration Documents) £650 per person

(a saving of £100 per person)

Advanced Directive/Living Will £75 per person

An Advanced Directive should accompany an LPA for Health and Welfare if the donor is giving their attorneys the authority for making Life Sustaining Treatment decisions on their behalf. It provides both Attorney’s and medical professional’s clear instructions as to how the donor would wish to proceed if they had the capacity to make that decision themselves, taking away the confusion as to what the donor wanted and providing guidance as to how the attorney or medical professional should proceed.

OPG Fee £82 per document

The OPG fee is the registration admin fee payable to the Office of the Public Guardian. These LPA documents have to be registered before they can be used as intended. The registration process can take up to 3 months so it is advised to register the document without delay.

Please note that LPA Registration fees are additional to my fees as some clients may be either exempt or eligible to apply for 50% Remission on the registration fee per document.

Original Proof is required to claim a discount or exemption, such as a headed letter addressed to the claimant from DWP.

Trust Registration Assist Service £175 for 1st Trust, £100 per subsequent Trust per person

Personal ‘Face to Face’ assistance to register your Trust(s), in the comfort of your own home, when it suits you.
Telephone/Remote Assistance if requested, or due to distance/location.
Free guidance and advice on the basic next steps.
The Lead Trustee remains fully in control of the process.
It is the responsibility of the Trustees of the trust, to ensure the Trust Registration with HMRC is completed and all Trust documentation and Trustee Meeting records are kept up to date. All Trustees are equally legally responsible for the Trust, Trustees must nominate one LEAD TRUSTEE to complete the Trust Registration. The LEAD TRUSTEE will then be the main point of contact for HMRC. The Lead Trustee remains fully in control of the process.

Trust Adviser Service

Ongoing Advice on managing your trust from the outset, if appointed as a Trust Adviser in the Will.
Ongoing Advice on managing your trust, even if not initially appointed as a Trust Adviser in the Will.
Arrange and Manage Trustee Meetings – Either in person, or via Zoom / Teams___________________________£85 per meeting
Take the minutes of each Trustee Meeting, and create a Trustee Minutes Document_______________________£45 per meeting
Creation of a Trustee Document Pack________________________________________________________________£45 per Pack

Probate Assist Service (This does not include the Probate Application Fee by HMCTS) £575 for each Estate

Free initial consultation in the comfort of your own home at a time that suits you.
Free assessment of the work required on the deceased’s estate. An estate may be found to be too complex for this Probate Assist Service, in which case an alternative appropriate legal service would be recommended, usually with a trusted specialist Local or National, Probate Solicitor.
Free guidance and advice on the next steps, obtaining the required documents of the estate i.e. death certificate, monetary values for any property or other assets.
Production of the required documentation to enable the correct and appropriate Tax Return (if required) and Probate Application papers (these vary due to the estate complexity and value) to be submitted.
Personal ‘Face to Face’ assistance and advice with obtaining the required information and completing the required documentation. Telephone assistance if requested or due to distance/location.
Assistance and advice on any required Land Registry form completion.
The executor remains fully in control of the process.

Business Estate Planning

Standard Business Will £175 per Will

Business Trust £175 per trust

This is for a business owner who wishes to include a Business Property Protection Trust or a Business Discretionary Trust in the Will(s). Especially useful where the beneficiary of the business trust is a minor.

Lasting Power of Attorney

Business LPA, Property and Financial Affairs - (Inc. Registration Documents) £375 each

LPAs are vitally important and powerful documents, appointing another person or people to act on behalf of the (Donor) in either maintaining the operation of the business or winding up the business, if they ever lose mental capacity either temporarily or permanently.

OPG Fee £82 per document

Please note that LPA Registration fees are additional to my fees as some clients may be either exempt or eligible to apply for 50% Remission on the registration fee per document.

Original Proof is required to claim a discount or exemption, such as a headed letter addressed to the claimant from DWP.