TRUSTJAR LEGACY PLANNING REVIEW™
Know what you need.
Before you decide
what to put in place.
Whether you’ve been thinking about Wills, Trusts, Lasting Powers of Attorney, protecting your family or simply getting your affairs in order, the best place to start is by understanding your complete position.
We’ll listen to what matters to you, answer your questions and explain how the Review works.
1. Start with a conversation
Tell us what matters to you. We’ll answer your questions and explain how the Review works.
3. Receive your personalised Review
We use your information to create your TrustJar Legacy Planning Review™, followed by a meeting to explain the findings and recommendations.
2. Complete your confidential
Fact Find
If you decide to go ahead, you’ll complete your Fact Find in your own time, telling us about your family, finances, assets and any existing planning.
Your personalised digital
Review costs £197.
How your TrustJar journey works
See your current position clearly
Understand how your assets are owned and what your current arrangements could mean for you and your family.
Understand the issues that may affect your family and assets
Including areas such as Inheritance Tax, later-life care costs and other concerns relevant to your circumstances.
See which estate-planning solutions may be appropriate
This could include Wills, Trusts, Lasting Powers of Attorney and business succession planning.
Understand what you may not need
So you can avoid unnecessary planning and make informed decisions based on your actual circumstances.
What will my Review help me understand?
Your recommendations
may include
Family Wills
Lasting Powers
of Attorney
Family
Trusts
Business
Succession
Planning
Inheritance Tax and later-life care considerations can also form part of the Review where relevant.
You’ll have the clarity to consider your recommendations properly and decide what you want to put in place, without pressure or rushed decisions.
Relevant animations help explain important findings in clear, everyday language.
Your detailed digital Review is created from the information you provide and personalised around you, your family, your assets and your circumstances.
It brings everything together in one easy-to-navigate report, with clear explanations and recommendations to make complex issues easier to understand.
See your situation clearly.
TRUSTJAR LEGACY PLANNING REVIEW™
£197
Have a question first? Talk to Us
If you later choose a qualifying full TrustJar Estate Planning package,
your £197 Review fee will be credited towards it.
Includes your personalised digital Review and a follow-up meeting to talk through the findings and your options.
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Ready to get some clarity?
Your TrustJar Legacy Planning Review™ starts with a short conversation.
Complete your details below and we’ll contact you to understand what you want to achieve, answer your questions and explain how the Review works.
If you’re happy to go ahead after the call, the comprehensive
TrustJar Legacy Planning Review™ costs £197.
Confidential
Your information is kept private and secure.
At your pace
Once you receive your Review and recommendations, you can take the time to decide what you want to put in place and when you’re ready to move forward.
No pressure
There is no hard sell and no need to make a quick decision.
What happens next?
Once we receive your details, we’ll contact you for a short, no-pressure conversation.
If you decide to go ahead, the Review fee is £197 and we’ll send you your confidential Fact Find to complete in your own time.
We’ll then create your personalised Review and arrange a follow-up meeting to talk you through the findings and recommendations.
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Sunday: Closed
(UK GMT)