☰

Clifton Estate Planning Ltd

Will Writing, Powers of Attorney and Estate Planning in Bristol
  • Home
  • About Us
  • Our Services
    • Estate Planning
    • Powers of Attorney
    • Will Writing
    • Probate
  • FAQ
  • Blog

About Us

We pride ourself on providing a personal service to all clients. The practice was set up to provide will writing and estate planning guidance and a range of services are available.

We typically meet with clients in their own home and discuss the various topics which need to be considered when making a Will.

Your Will is a very important document, dealing not only with how your estate should be distributed after you die, but also providing details on your funeral wishes, appointing guardians for children (very important for young families) and setting up Trusts if applicable to protect assets and make sure they are passed to the correct beneficiaries.

In addition to Will Writing, we can also assist in setting up Lifetime Powers of Attorney (LPAs). These let you appoint people to take over your financial and personal affairs if you cannot – for example, if you were to suffer a medical condition which meant you couldn’t act for yourself.

Dealing with an estate after someone has died can often be a traumatic and expensive affair. Typically most people do not wish to carry this out themselves either through complexity, cost or because they are grieving.

Should it become apparent that you also need Independent Financial Advice then we can refer you, should you wish, to a suitably qualified and regulated IFA practice.

After taking your Will instructions, draft Will will be sent for reading and checking prior to signing and witnessing.

Only once your Will has been signed and witnessed is the process completed.

It is important to review your Will from time to time and we do provide an ongoing Will review service to ensure that your wishes are updated when circumstances change.

  • Clifton Estate Planning Ltd Exchange House 12-14 The Crescent Taunton TA1 4EB

    • TA1 4EB
  • Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

  • © Copyright 2025 Clifton Estate Planning Ltd - Exchange House, 12-14 The Crescent, Taunton, Somerset, TA1 4EB
  • Email: info@cliftonestateplanning.com