About Us

The Planning Bee is an experienced life planning company. Our team of qualified, friendly paralegals advise clients on all aspects of estate and asset planning. 

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.


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 to your best advantage, both now and in the future.  Our friendly, reliable team are on hand throughout the process; however big or small and small matters to Planning Bee so 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.

Why Retain an Expert?

All too frequently we are called upon to resolve Will Writing disputes, as a homemade wills and DIY kits do not provide the professional and personalised advice required to protect the inheritance of loved ones or whomever else you choose to leave the proceeds of your estate to. People often underestimate the power of these documents and legal and financial vehicles or don’t really understand the nuances, making mistakes which turn out to be catastrophic (we are not exaggerating!). Alternatively, they are simply unaware of the safeguards that can be put in place to ensure that their estate is not lost to large costs such as long term care fees, which is more common than you might imagine. It is heart-breaking to see the damage an inappropriate or badly constructed Will can cause amongst families and we are committed to ensuring that our clients avoid common pitfalls and traps. We offer impartial, affordable rates, tailor made to your requirements, using the most appropriate vehicle available for each scenario. We are also at the forefront of legal and taxation changes which guarantees that you will secure the most effective and appropriate outcome under the terms of current probate law.

Caring, Expert Advice at Affordable Rates

Life planning is stressful enough for most people, without the added burden of finances. We tailor all of our packages to the needs of each client ensuring that you are never paying for something you don’t need, whilst securing what you do. We offer a no obligation, free of charge initial consultation which includes comprehensive advice on what we think will be the best way forward, based on the information you provide. There is no obligation to continue with our services at this point.

What Our Service Includes:

Secure Home Visits

All of our clients have the option of having one of our qualified Paralegals visit them in the comfort of their own home to discuss estate planning and how best to protect their inheritance to ensure it goes where you intended. Our Paralegals abide by rigid code of conduct to ensure all advice is delivered and understood before any commitment to proceed with any legal services is agreed. We also follow Government guidelines in relation to Covid-19 and will respect your wishes in regard to what makes you feel safe and secure (such as the wearing of face coverings, hand-washing etc.) even if it is no longer a requirement of the law. After-all, it’s your home, your rules.

We are here to help

Once we recieve your details in the form below, we will contact you to arrange a free consultation