EverTrust Estate Planning

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Estate planning should feel like talking to someone you trust.Most people only deal with estate planning once or twice i...
01/09/2026

Estate planning should feel like talking to someone you trust.

Most people only deal with estate planning once or twice in their lifetime. So, when the time comes, it matters who you speak to.

At EverTrust, you're paired with your own dedicated consultant from the very first conversation. Someone who gets to know you and your family, understands what matters to you and guides you through every step at a pace that suits you.

There's no waiting room, no being passed between departments and no office visit required. Everything is handled remotely, in plain English, at a time that works for you.

Whether you're writing a Will for the first time, setting up a Lasting Power of Attorney or exploring whether a Property Protection Trust is right for your family, you'll always have the same person in your corner.

Whenever you're ready, we'd love to hear from you. Visit www.evertrustestateplanning.co.uk or call us on 0333 050 8141.

Mythbuster: If you have a Property Protection Trust in place, the surviving partner can't sell the home.Not true.The sur...
24/08/2026

Mythbuster: If you have a Property Protection Trust in place, the surviving partner can't sell the home.
Not true.

The surviving partner can still sell the property with the agreement of the trustees. If they want to downsize or move, that remains completely possible.

When the home is sold, the proceeds are divided according to ownership shares. The surviving partner receives their portion, while the deceased partner's share stays protected within the trust.

If a new property is purchased, it simply carries the same trust protections forward. Nothing is lost and nobody is left stuck.
A Property Protection Trust protects what you leave behind. It doesn't restrict how you live.

If you'd like to know more about how a Property Protection Trust works, our friendly team is happy to chat. Visit www.evertrustestateplanning.co.uk or give us a call on 0333 050 8141.

If you've been meaning to sort your Will and keep putting it off, this might be worth reading.Most of us have a rough id...
16/08/2026

If you've been meaning to sort your Will and keep putting it off, this might be worth reading.

Most of us have a rough idea of what we'd want. The house goes to our partner. Savings split between the children. A few sentimental things to the right people.

But without a Will, none of that is guaranteed.

When someone dies without a Will, it's the law that decides where everything goes, not the person who earned it. This is called dying intestate, and the rules don't really account for real life.

A few things that tend to catch people off guard:
• Unmarried partners have no automatic right to inherit, no matter how long you've been together
• Stepchildren are not included unless they were legally adopted
• Children may inherit in equal shares, even if that's not what you'd have wanted
• If there are no close relatives, your estate could pass to the Crown

A Will doesn't just protect what you own. It takes the pressure off the people you love at the worst possible time.

If you've been putting it off, we're here to help you get it sorted. Call us on 0333 050 8141 or visit www.evertrustestateplanning.co.uk

A Lasting Power of Attorney is one of the most thoughtful things you can put in place for the people you love.Most peopl...
04/08/2026

A Lasting Power of Attorney is one of the most thoughtful things you can put in place for the people you love.

Most people know about the financial side: appointing someone to manage your bank accounts and property if you're ever unable to.

But there's a second type that's just as important: a Health and Welfare LPA, which gives someone you trust the legal authority to make decisions about your medical care and treatment on your behalf.

Without one in place, healthcare professionals aren't obliged to consult your family, even when your wishes are well known to everyone around you.

Registration takes around 8 to 10 weeks through the Office of the Public Guardian, so it's worth getting things in motion when you're ready.

Our team will guide you through both types clearly and at your own pace. Call us on 0333 050 8141 or visit www.evertrustestateplanning.co.uk

Why should I choose EverTrust instead of a high-street solicitor? We specialise exclusively in estate planning, giving y...
29/07/2026

Why should I choose EverTrust instead of a high-street solicitor?

We specialise exclusively in estate planning, giving you focused expertise rather than a generalist approach. Our personal, remote service is more convenient than traditional solicitor appointments, and our fixed fees are typically more affordable.

Your documents will be prepared by a member of the Society of Will Writers, so you can be sure you’re receiving expert, legally sound knowledge – with a personal touch, and all from the comfort of your own home.

www.evertrustestateplanning.co.uk

A Property Protection Trust isn't just for later life.Many people assume this kind of planning is something to think abo...
22/07/2026

A Property Protection Trust isn't just for later life.

Many people assume this kind of planning is something to think about further down the road. But a Property Protection Trust can benefit homeowners at any age, and there's one important reason not to wait too long: it can only be set up while both partners are alive. It cannot be arranged retrospectively once one partner has passed away.

Setting one up now means your share of the family home is protected for the people you intend to leave it to, whatever the future holds.

If you'd like to find out whether a Property Protection Trust is right for your circumstances, our team is happy to talk it through with you. Call us on 0333 050 8141 or visit www.evertrustestateplanning.co.uk

There's never a wrong time to think about putting your Will in place.Life is busy, and for most people it simply hasn't ...
17/07/2026

There's never a wrong time to think about putting your Will in place.

Life is busy, and for most people it simply hasn't got to the top of the list yet. That's completely fine. When you're ready, we want you to know that the process is much simpler than most people expect.

A Will with EverTrust starts with a free, no-obligation conversation. There's nothing to prepare in advance, no office to visit, and no legal jargon to wade through. Your dedicated consultant will guide you through everything clearly, at your own pace, by phone or video call.

From that initial conversation to receiving your completed documents, the process typically takes around two to three weeks.

Whenever you're ready, we're here. Call us on 0333 050 8141 or visit www.evertrustestateplanning.co.uk

What our customers say…"I would highly recommend this Company. Lewis and Rhys were very professional and thorough and ha...
12/07/2026

What our customers say…

"I would highly recommend this Company. Lewis and Rhys were very professional and thorough and had great sense of humour and made the whole process very simple and answered any questions promptly. They made what could be a difficult issue very straightforward and the service was prompt and stress free. Well done to all involved."

We love hearing back from our customers, thank you Karen for your kind words.

Many families assume that if something happened, a spouse or close relative could automatically step in to manage things...
06/07/2026

Many families assume that if something happened, a spouse or close relative could automatically step in to manage things. In most cases, they can't.

If you lose mental capacity – through illness, an accident, or a condition like dementia – and you don't have a Lasting Power of Attorney, your family cannot automatically take over your finances or make decisions about your care. This applies even to your spouse.

Without a Lasting Power of Attorney (LPA), your loved ones would need to apply to the Court of Protection to be appointed as your deputy. This process can:
• Take 6–12 months or longer to complete
• Cost over £1,000 in application fees
• Require annual reports and ongoing court supervision
• Leave care decisions and finances in limbo while you wait

An LPA, by contrast, is straightforward to set up and doesn't take long. It simply means the right person is legally authorised to act for you if you ever need it and it spares your family enormous difficulty at an already stressful time.

It's one of the simplest, most important things you can put in place. Call us on 0333 050 8141 or visit www.evertrustestateplanning.co.uk to speak with one of our experienced team.

Could care home fees eat into your family’s inheritance?It’s one of the most common concerns we hear from families: “We’...
28/06/2026

Could care home fees eat into your family’s inheritance?

It’s one of the most common concerns we hear from families: “We’ve worked hard to build up what we have – will care costs take most of it?”

The reality is that care fees can be significant. If you own your home jointly, the full property value may be assessed when calculating what you can afford to pay - which can seriously reduce what you’re able to leave behind.

A Property Protection Trust can help. When set up correctly, it ring-fences your share of the family home so that it’s protected for your chosen beneficiaries. Here’s what that means in practice:

• Your half of the property is held in trust for your children or other beneficiaries
• Your surviving partner retains the right to live in the property for as long as they choose
• The protected share is passed on as you intended, rather than being absorbed by care costs

The key is to plan ahead. A Property Protection Trust must be set up while both partners are alive and needs to be properly drafted within your Wills.

If you’d like to find out whether a Property Protection Trust is right for your family, our friendly team is happy to help. Call us on 0333 050 8141 or for a free quote visit www.evertrustestateplanning.co.uk

Address

Lytchett House 13 Freeland Park, Wareham Road
Poole
BH166FA

Opening Hours

Monday 10am - 5:30pm
Tuesday 10am - 5:30pm
Wednesday 10am - 5:30pm
Thursday 10am - 5:30pm
Friday 10am - 5:30pm

Telephone

+443330508141

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