WILL TRUST AND PROTECT LTD.
The Company
Will Trust and Protect Ltd was established in 2012, and its aim is simple; to provide immediate financial and family security to all our clients, whilst protecting their family’s future. Our offices are based in Shefford, Bedfordshire, and St Albans, Hertfordshire, but offering services to the whole of England, Wales, and Northern Ireland. Our team has over 50 years of combined experience in Will Writing & Power of Attorney, Estate Planning & Probate, Mortgage & Family Protection, Property Sales & Land Acquisition, and Pensions & Investments. Will Trust and Protect Ltd is a member of the Society of Will Writers, and as such we strive to ensure any Last Will & Testament we draft is done so to the highest standards, and in easy to understand, plain English.
Protecting Your Family’s Future
Will Trust and Protect Ltd have identified a significant need for education and support for families when planning for their future and in retirement. It is our aim to provide you with peace of mind now, and to make sure that your loved ones receive exactly what you wish for later. Our promise is to provide as personal a service as possible, and to help you understand how the decisions you make now will determine who gets what in the future. We strive to help you ensure your loved ones benefit from your hard work in the future; not the state. We can advise you on how to minimise the need for probate, and how to speed up the execution of your will to avoid stress or hardship for your family. We can help you protect your loved ones against unnecessary inheritance taxes, or future bankruptcy of beneficiaries.
Client Charter
Here at Will Trust and Protect we are committed to providing our clients with professional advice and excellent levels of service. We provide clients with the benefits of a large firm combined with the personal touch of a local service. We expect fair treatment of Customers to be reflected in our business culture and therefore we expect all our Advisers and Staff to:
- Work with integrity and offer honest and professional advice
- Maintain clients confidences, whilst adhering to applicable laws and regulations
- Tell you who is dealing with your matter and who your contact is. We will keep you informed of any changes
- Progress your matter as quickly as reasonably possible and inform you of the up to date position and the timescale for future actions on your behalf.
Client Care
- All comments you have about our service will be given consideration. If you do not feel that you are receiving the service that you had hoped for, please tell us immediately.
- We will represent your interests and keep your business entirely confidential.
- To help us provide an efficient service to you the client we need you to:
- Provide us with clear, timely and accurate instructions
- Respond promptly to requests for information
- Consider carefully and act upon our advice to you
We are truly independent, and our advice is always based on your needs and particular requirements. We will spend the appropriate time needed with you to discuss your objectives and plans for the future.
If you would like to speak to us, please reach out via our CONTACT PAGE.