Services

At Sunrise Estate Planning, we help you put the right plans in place to protect your assets, provide for your loved ones, and ensure your wishes are carried out. Our approach is clear, supportive, and tailored to your individual circumstances, giving you confidence and peace of mind for the future.

Will Writing

Will Writing

Creating a will ensures your estate is passed on exactly as you intend. Without one, decisions about your assets may be made by the courts, which can lead to delays and uncertainty for your family. We guide you through the process, helping you clearly set out how your property, savings, and personal belongings should be distributed.

We will:

  • Help you clearly outline how your assets should be distributed
  • Ensure your wishes are legally documented and valid
  • Provide guidance on appointing executors and guardians
  • Make the process simple, clear, and stress-free

Lasting Powers of Attorney (LPA)

A Lasting Power of Attorney allows you to appoint someone you trust to make important decisions on your behalf if you’re no longer able to do so. This can cover both your financial affairs and your health and welfare. Putting an LPA in place ensures that your interests are protected and decisions are made by someone who understands your wishes.

We will:

  • Explain the different types of LPA and what they cover
  • Help you choose suitable attorneys
  • Prepare and register your LPA correctly
  • Ensure your wishes are clearly documented and protected

Protective Property Trusts

Protecting your home for future generations is an important part of estate planning. A Protective Property Trust helps ensure your share of a property is preserved for your chosen beneficiaries, even in the event of remarriage or changes in circumstances. This can provide reassurance that your children or loved ones will benefit as intended.

We will:

  • Structure your property ownership to protect your share
  • Help safeguard your children’s inheritance
  • Ensure your wishes are clearly reflected in your arrangements
  • Provide clear advice tailored to your family situation

Estate Planning

Estate Planning

Estate planning brings everything together, your assets, investments, and personal wishes, into one clear strategy. By planning ahead, you can reduce potential tax liabilities, minimise legal complications, and make things much simpler for your family. We help you structure your estate in a way that reflects your goals and protects your legacy.

We will:

  • Review your current financial and personal situation
  • Help reduce potential inheritance tax liabilities
  • Organise your estate for efficient distribution
  • Create a clear, structured plan for the future

Family Trusts

Family trusts offer a flexible and effective way to manage and protect your wealth. They allow you to control how and when your assets are passed on, both during your lifetime and after. Trusts can also help safeguard assets from risks such as divorce, creditors, or unnecessary taxation.

We will:

  • Explain how trusts work and their benefits
  • Set up a trust tailored to your needs
  • Help protect assets from risks such as divorce or creditors
  • Ensure control over how and when your wealth is passed on

Probate Support

Probate Support

Dealing with an estate after someone passes away can be complex and time-consuming. Probate support helps ease this burden by guiding your loved ones through the legal and administrative process. With the right planning in place, you can also help reduce delays and costs, making things simpler for those you leave behind.

We will:

  • Guide your family through the probate process
  • Help reduce delays and unnecessary costs
  • Provide clear, practical support at a difficult time
  • Ensure everything is handled efficiently and correctly

Plan Today for Peace of Mind Tomorrow

Putting the right plans in place now can make a lasting difference for you and your family. Whether you’re just getting started or reviewing existing arrangements, we’re here to help every step of the way.

Get in touch today to discuss your estate planning needs.

Contact us