The life planning experts

The Planning Bee is here to help you with a bespoke and personally tailored solution to your Estate Planning requirements; both during your lifetime and after you’ve gone. We can help you avoid the costly pitfalls of a DIY or ill-advised approach to Estate Planning to ensure the best possible outcome for you and your chosen beneficiaries.

Excellent: 4.8/5

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Reliable, jargon free expert legal advice

With a combined experience of over 80 years in the estate & life planning industry, The Planning Bee’s experts have spent their careers discovering the best solutions for their clients

Forward Thinking

The Planning Bee is an innovative company bringing together some of the best and most experienced legal professionals in the estate planning industry. We specialise in asset protection and bespoke estate planning.

Experienced

Our Paralegals have decades of experience between them and offer a consultation to tailor a holistic solution for your estate planning needs – the ultimate goal being peace of mind.

Qualified & Caring

Our Paralegals have helped thousands of families over the years, and are members of either the Institute of Paralegals, The National Association of Licensed Paralegals or the Society of Will Writers.

Here At The Planning Bee we ensure that the needs of you and your family are at the forefront. We aim to provide reassurance that your wishes are taken care of, both now and in the future. Our friendly, reliable team are on hand throughout the process; however big or small. We offer a wide range of life planning services including will writing, asset protection advice, and guidance on mental incapacity issues, no matter what the size of your estate.

We help you to avoid costly mistakes and remove the stress from vital decision-making so that you can spend time with those you love, safe in the knowledge that they’ll be provided for when you’re gone. Whilst you can place a value on your assets, peace of mind is priceless.

The following legal services are our core offerings:

Will Writing

We cannot recommend having a professionally written Will highly enough. All too frequently we are called upon to resolve Will disputes as a homemade Will or DIY Will does not offer protection or may not be legal binding. It is heart-breaking to see the damage an invalid will can cause amongst families. We offer affordable rates, tailor-made to your requirements.

Lasting Powers of Attorney

Lasting Powers of Attorney are an essential service for many people who find themselves no longer able to look after their affairs. By putting this in place early you can ensure that a trusted loved one is placed in charge, rather than the local authority. This can be a sensitive area and we ensure that this service is carried out respectfully and as per your wishes.

Property Protection Trusts

Protect your you share of the property to ensure your assets are secure & safely passed on your chosen beneficiaries. This is a trust you put in your will so that if you die before your partner your share of the property is protected from being used to fund someone else’s care, or lost entirely due to a remarriage of a surviving spouse. The trust is flexible, so your partner can continue to live in the property, move or access the capital if that’s what your decide.

Family Protection Trusts

A family protection trust is a method which enables you to protect assets in trust during your lifetime, thus protecting your loved ones’ inheritance against a range of threats, both whilst you are alive and after you’ve gone. This increases the amount which you can pass on to your loved ones and ensures they retain 100%. It also ensures the most cost effective and quickest way of passing on an inheritance. Removing the burden at a difficult time.