Estate Planning

Estate Planning

There is nothing more positive than making sure your family are secure.

That’s why Mobility Scotland, have teamed up with specialists in this area to help you make sure that you have made those positive decisions in life that mean your family never have to worry.

Greyfriars Estate Planning

Greyfriars Estate Planning provides all of these things in one affordable package.

Our aim is to make sure you have the best possible plan in place so that you can stop worrying about the inevitable and start enjoying your life.

Greyfriars Estate Planning share our ethos of making sure that even when life can seem to be throwing you challenges facing and overcoming them can be a positive experience.

Why a Greyfriars Estate Planning Package?

With many years’ experience Greyfriars know the value of good estate planning.

Good planning includes:

• Having the correct arrangements in place to help with your finances and your health and welfare
• Leaving your estate to the people or charities you want to
• Making it as easy as possible for those left behind to fulfil your wishes
• Ensuring that the financial burden of a funeral plan is minimised

Our Services

• Funeral Plans
• Professional wills
• Power of attorney
• Care cost advice
• Trusts

Funeral Plans

A funeral plan means:

• Your family are clear of your wishes which means that there is no uncertainty or unnecessary discussion at a difficult time
• It relieves the financial burden so that your family don’t worry about where they have to find the money
• A pre-paid plan can guarantee costs

All of these benefits mean that the stress and worry of arranging a funeral are removed and your family can concentrate on celebrating your life.

Our flexible monthly paid funeral plans are tailored to provide the maximum possible amount to cover the costs of your funeral at a monthly payment you can afford now. Not only that but you can set out now what your wishes are so your family have they comfort of knowing what you wanted.

Professional Wills

Many people put off addressing the issue of arranging a will. This is mainly because they believe that making these arrangements is going to be a depressing and negative experience.

It doesn’t matter how much or how little you have – a Will is essential to make sure your property passes where you want it to. Whether it’s to family, friends or charity, a Will removes any uncertainty of what you want to happen.

Power of Attorney

There is a document called ‘Power of Attorney’ which allows you to appoint the person you would like to help you in these matters.

You won’t need to worry about what happens if you start losing the ability to make decisions for yourself or you simply need some help in handling your day to day affairs. Not if you do something positive about it today.

A Power of Attorney lets you decide:

• Who can help you with financial affairs
• When they have the ability to act
• Who you want to deal with medical authorities or social work when it comes to your welfare and you need a bit of support

The time to put a Power or Attorney in place is actually before you need it. If you leave it until you need it, it might not be possible.

Care Cost Advice

Everyone has their own views on Care Costs. It’s an issue that has become more and more important as the population grows older.

Many people are worried about losing their assets to care costs. This is something we can help advise on. There is legitimate planning you can put in place to manage care costs. We will explain the options available.

Trusts

Sometimes a will just won’t do they job you need. You may be facing family issues that  are just too complex for a will to deal with. A Trust can help you to positively protect your estate.

Until a few years ago, Trusts were for the rich and famous. Now they are much more affordable and accessible.

Greyfriars Estate Planning will take the time to examine your family situation, discuss the options with you and explain if and how a Trust can help in a way you will understand.

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