Securing Your Legacy, Protecting Your Future
We guide you through every step of the estate planning process with transparency, compassion, and integrity.
Our services
Estate planning is a crucial step to protect your future and provide for your loved ones. Contact us today to schedule a consultation and start securing your legacy.
Your Lasting Wishes - Ensuring your assets are distributed according to your wishes through your Will.
Lifelong Financial Safety - Protecting your assets to ensure the right people receive them at the most appropriate time.
Tax Planning - Minimising tax liabilities to preserve more of your estate for your loved ones
Ensure your health and financial wishes are carried out the way you want - Ensuring the right people can make both financial and welfare decisions for you when you are unable to.
We believe in a personalised service and meticulous attention to detail. - Our team is committed to guiding you through every step of the estate planning process with transparency, compassion, and integrity.
Why CJS Estate Planning
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With over 20 years experience in providing expert advice, our team of seasoned planners provide personalised advice tailored to your unique needs.
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From Wills and Trusts to Lasting Powers of Attorney, we offer a full range of services and have helped more than 2000+ clients to secure their futures.
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We prioritise your peace of mind, working closely with you to create a plan that reflects your values and goals. We are multi-award winning for the client relationships we have built.
Our approach
STEP ONE
First you meet with a seasoned planner to discuss your goals, needs and values; this can be in person, at a location of your choice or online if preferred.
STEP TWO
Our professional team then completes any research and produces the legal documents ready to present to you, any required changes are taken away and implemented.
STEP THREE
Finally, the documents are provided to you to review and accept, we then complete all the required administration on your behalf.