Templar Estate Planning
They offer a friendly, no hassle and no obligation Will Writing and LPA (Lasting Powers of Attorney) service in a language that you will understand. Templar Estate Planning is a long established business with its office in the heart of Caversham with their own car park, including disabled parking and no-step access. They can also visit you if you prefer. An excellent service reflected in their reviews. Affiliated to STEP, they provide free consultations which can be remote via telephone or video if necessary. All aspects of estate planning covered including inheritance planning / mitigation and trust formation / registration / management.
Locations: Reading, Shinfield, Arborfield, Caversham, Sonning Common, Sonning Woodley, Earley/Lower Earley, Theale, Burghfield Common, Mortimer, Spencers Wood, Pangbourne, Tilehurst, Calcot, Purley, Henley, Shiplake, Wallingford. They also serve clients nationally and internationally remotely by email, telephone and video calls.
Services include: Will Writing, Lasting Powers of Attorney (LPAs), Asset Protection, Trust Formation, Trust Registration and Trust Management, Bloodline Planning, Professional Executor service, Professional probate service, Inheritance Tax planning and mitigation, Long term care fee planning, Property conveyancing.
* Free full estate planning review consultation *
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To watch our videos explaining possible threats to your estate and how we can protect against them - please click on the following link: https://www.templarestateplanning.co.uk/videos-five-threats-to-your-estate/
Latest Reviews and Feedback
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I highly recommend Templar Estate planning. They explained in detail different ways of doing our wills that would be in the best interest of our families and protecting us in the future. Great advice, really friendly and made the process simple from start to finish.
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David was very helpful from the outset and gave clear concise advise about the writing of a new will and other aspects of inheritance planning, and lasting power of attorney. I have only had the new will compiled at the moment would may well go back to him in the future for anything else that becomes necessary.
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My parents used Templar to make their powers of attorney and would highly recommend them. David and Claire working together as a team are both friendly and efficient and always on hand to help.
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Great company. Very helpful and friendly. Explained everything well, and dealt with my request quickly and efficiently, and at a good price. I would definitely recommend this company.
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Fantastic, Wholeheartedly Recommend. The service we have received from David has been stellar! He kindly offered to see us on a Saturday, at very short notice, for which we couldn’t be more grateful. David took the time to explain everything patiently in the meeting, and then drew up our wills exactly to our requests. The wills were drafted and signed within a few short days. We cannot recommend David enough.
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I can wholeheartedly recommend David for his estate planning services. My wife and I had been putting off getting our wills. We were both unsure of the process and if honest a little nervous about going down the DIY route, as well as the idea of visiting a lawyer.
David came to our rescue, very patient and approachable. He explained both the process and the details where necessary - allowed us to take our time and ultimately spoke our language.
We were very happy, and relieved to get our wills.
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David Robinson and Templar Estate Planning assisted me and my family with our Estate Planning specifically for my Mum and Stepdad of whose Wills I am the Executor of. Unfortunately my Stepdad passed at the beginning of the Pandemic but thanks to the work completed by Templar it made dealing his affairs that bit more easy.
Throughout he process David and Templar were highly professional and went the extra mile when needed,
I would highly recommend their services
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David was very helpful and clarified the best options for us in making our wills and powers of attorney. We found the explanatory documents that he also gave us really helpful.
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David & Anthony were very professional, informative and kind. They took time to explain everything in easy to understand terminology when helping my elderly mother with her LPA and updating her Will. We didn’t feel rushed or hurried and we all felt they dealt with everything in a very sensitive manner. The price for the LPA was very competitive in comparison to other local companies. I was so impressed with their service that I have asked Templar to also act on my behalf even though I am not local!
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I had been putting off planning a will for far too long. I knew that I wanted to use a small, local company and Templar seemed to fit the bill. David was very approachable. He explained the options open to me, and left me to decide which one to take. No hard sell; just professional advice delivered in a friendly, comfortable environment. Exactly what I’d been looking for. Thank you.