Probate & Estate Management

It may be difficult to picture a time when you might not be capable of making your own decisions, and hopefully this will never happen. However, it is always important to make sure you are prepared for any eventuality and that is why it is recommended that you establish a Lasting Power of Attorney (LPA). When choosing a an attorney you should appoint someone that you trust and who will make the right decisions in accordance with your needs and goals. PMW Trust can guide you through the set-up and registration of a Lasting Power of Attorney for financial decisions and ensure that your wishes are carried out without bias. Most importantly, we can be available to your family and friends to help support them during this difficult time and provide them with professional advice and guidance.

What is a Lasting Power of Attorney?

A Lasting Power of Attorney or LPA document enables you to appoint other people (your attorneys) to make financial decisions and decisions about your health and welfare in the event that you are no longer able to do so yourself. The document will need to be registered at the Office of the Public Guardian where it will become validated and the power can be granted to the Attorney.

The role of trustee can be both complex and time-consuming. Appointing PMW Trust as your professional legal trustee, alongside another trustee, gives you peace of mind that the day-to-day administration and legal responsibilities will be carried out efficiently and with an all-important dose of professional judgement. A corporate trustee promises continuity and ensures that there is always someone available to deal with the requirements of the trust, taking time to fully understand and carry out the wishes and expectations of the settlor. Most importantly, we are in the position of being able to take an unbiased and holistic view of the often intricate needs of the beneficiaries.

Why appoint a professional trustee

There are many reasons to appoint a professional trustee and only you can decide if it is right for you. Many people who have established a trust decide to act as their own trustee during their lifetime and ask a family member to step in when it becomes necessary. We can act as a professional trustee alongside you or another trustee to give professional and expert advice when required and ensure neutrality.

By appointing PMW Trust as your professional Trustee you can rely on our experienced and dedicated team of professionals to ensure your trust is managed efficiently and in line with your wishes.

At PMW we understand that preparing for the future with the aim of protecting your wealth for your family, is important. That is why we offer a comprehensive and professional Will Writing service alongside our Wealth Management and Financial Planning services.

Having an up-to-date will reduces complications when distributing your estate and could help to reduce anxiety and stress for your loved ones during an already difficult time. Once you have a will in place, it can bring a massive sense of relief and reassurance, knowing that you have prepared for the future and officially set out your wishes.

With our expert Private Client Management service you can trust PMW to work with you to ensure your will is comprehensive and clear. Call us today to find out how we can help ensure you have the plans in place to assist your loved ones should they need it.