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Will writing and estate planning services in Ormskirk

A narrowboat moored on the Leeds and Liverpool Canal at Parbold in the evening, with soft pink and gold clouds over autumn trees and a church spire in the distance.

Whether you’re looking to draft a will, set up a trust, or explore estate planning options, our friendly team is here to guide you with expert advice and a personal touch.

Book a free consultation0800 610 1131

Photo: Chris Denny, CC BY-SA 2.0

What we do:

Our services

  1. An older couple sit at their kitchen table with cups of tea and a newspaper, smiling at each other in the morning light.Will writingWe help you create a will that accurately reflects your wishes and secures your legacy for your loved ones. Fully advised and professional service from start to finish.From £250.00
  2. A grandfather bends down in the garden to plant with two of his grandchildren on a sunny day.TrustsReceive expert guidance on setting up trusts within your will or as stand alone entities, allowing you to protect assets, control distributions, and provide for your beneficiaries according to your wishes.They can help minimise inheritance tax, avoid probate, and provide for loved ones in a controlled manner.From £400.00
  3. A grown daughter holds her elderly mother's hands in the garden, the two of them laughing together.Lasting Power of AttorneyPrepare Lasting Power of Attorney documents appointing the people you know and trust as your attorneys for Property & Finances and Health & Welfare.From £350.00
  4. A baker in an apron smiles as he serves pastries from the glass counter of his small bakery.Business planningWe help you plan for the future of your business, ensuring a smooth succession to your chosen successor, maintaining stability and protecting your interests.Priced dependent on need
  5. A younger woman leans in beside an older woman who is writing at a small table, a quiet and supportive moment at home.Probate servicesWe offer a full range of probate services, from assistance with the process to full administration of estates, relieving you of the burden during a difficult time.From £500.00
  6. Two parents and their toddler sit on the living room floor drawing together.GuardianshipAppoint guardians for children under 18 in your will, providing guidance of managing their inheritance and your wishes for their upbringing.From £150.00
  7. A smiling older woman with grey hair sits at a table with a crossword and a mug, resting her chin on her hand and glancing happily to one side.Care fee guideDownload Care Fee Protection GuidePDF

Our promise:

Our commitment to you

At Hexagon Life Planning Services Ltd, we are committed to providing exceptional service and support to every client. Here’s our promise to you:

  1. Personalised face-to-face consultations

    We believe that every client is unique, and so are their needs. That’s why we offer personalised face-to-face visits to understand your specific situation and provide tailored advice.

  2. Comprehensive written advice

    After our consultations, you’ll receive a detailed written plan outlining our advice and recommendations. We ensure you have a clear and actionable roadmap to follow, from start to finish.

  3. Start-to-finish guidance

    We stand by you every step of the way. From the initial consultation to the final outcome, we provide continuous support, answering your questions and making sure you feel confident and informed throughout the process.

  4. Lifetime support

    Our commitment to you doesn’t end when our work together is complete. We offer lifetime support to all our clients, ensuring that you have access to our expertise whenever you need it.

  5. Transparent & honest communication

    We value transparency and honesty. You can expect clear communication and straightforward advice, ensuring you always understand your options and the steps we recommend.

Questions about our services

Why write a will?

Creating a will ensures that your wishes are honoured and can help avoid disputes among family members.

Using a trust in a will: how can it help you?

Trusts are flexible legal arrangements that allow you to manage and protect your assets, both during your lifetime and after your death.

What is Lasting Power of Attorney, and why do I need it?

A Lasting Power of Attorney (LPA) is a legal document that lets you appoint someone you trust to make decisions on your behalf if you become unable to do so.

What is probate, and why do we need it?

Probate is the legal process of managing and distributing a person’s estate after they pass away. This includes identifying assets, paying debts and taxes, and ensuring the estate is distributed according to the will (or intestacy laws if there’s no will).

Who will look after your children if you die?

By appointing a guardian, you can be confident that someone you trust will take care of your loved ones if you are no longer able to do so.

The whole process of drafting was outlined expertly, with no hidden costs, a clear set of steps and timeline provided from the onset and no additional fuss.

Phil Jones

Working together:

Estate planning partner for financial advisors

Are you a financial advisor looking for a reliable partner to provide your clients with expert will writing and estate planning services?

Partner with us
The sun setting gold over the sea at Formby, low tide, with two walkers far along the sands.

Call or email us to book your face-to-face appointment

Book a free consultation

Photo: Victoria Reay, CC BY 2.0