Simple Wills

Basic Single Will or Basic Mirror Will (both including any legacies, and where required trusts for minor children in which assets are kept until they become at least 18 years old or an age you can specify).

Lasting Power of Attorney – Property & Financial Affairs

 

A document in which a donor appoints others to manage their financial affairs if & when he/she can no longer do so nor make decisions for themselves. Fees include the role of Certificate Provider who confirms the donor’s understanding of the LPA and validates their decision and capacity to make the document.

L.P.A Financial

Lasting Power of Attorney – Health & Welfare A document in which a donor appoints others to make health & welfare decisions when he/she is no longer capable of doing do. Fees include the role of Certificate Provider who confirms the donor’s understanding of the LPA and validates their decision and capacity to make the document.

L.P.A Health and Wellbeing

Our Services

Advance Decision

A less costly alternative to a LPA (HW) is the Advance Decision (Living Will) in which a person sets out decisions about treatment which he/she may wish to receive or refuse and to appoint others to make later decisions for them in uncertain circumstances when he/she is unable to do so.

Mutual or unilateral Severance of Joint Tenancy A Deed of Severance with Land Registry search, documentation & registration that enables joint owners of a house to change the ownership from joint tenancy to tenants in common so they can gift their separate share of the house to those they wish to benefit (where unregistered land advice is to register the house with Land Registry).

Severance of tenancy

A trust established in which to shelter property and cash from the time of its assignment to the trust subject to Inheritance Tax rules. It may also be appropriate for protecting the value of a home from care fees.

Asset Protection Trust

Wessex House, Upper Market Street, Eastleigh, SO50 9FD

Telephone: 02380 983 722

 

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Zen Legacy is a trading style of Zen Financial Services Ltd, 27 Westcoombe Avenue, Wimbledon, SW20 0RQ.  On behalf of APS Legal & Associates Ltd, Head office: Worksop Turbine Innovation Centre, Shireoaks Triangle Business Park, Coach Close, Worksop, Nottinghamshire, S81 8AP