You own your home or other property
You want your ownership, wishes and future arrangements considered together.
Complimentary, no-obligation initial review
Is Your Family’s Future Protected as Clearly as You Think?
Tell us about your family, property and current arrangements. Evans Legacy Planning helps people across England and Wales understand whether their wills, trusts and lasting powers of attorney still reflect what matters to them.
- Clear explanations in plain English
- Support across England and Wales
- No pressure and no obligation
- We call to arrange a pre-booked adviser visit at your home
Any recommended paid services and costs are explained before you decide whether to proceed.
Home VisitsArranged by telephone at a time that suits you
England & WalesAsk us to confirm adviser availability for your postcode
Plain-English SupportClear explanations without jargon
No-Obligation ReviewUnderstand the options before deciding
Does this sound like you?
Your planning should reflect your family—not a standard template
A review may be valuable where your family, property, business interests or wishes have changed.
You have children or grandchildren
You want to make your wishes clear and consider future generations.
You are part of a blended family
You have children, property or responsibilities arising from previous or current relationships.
You own a business or company shares
You want business interests included within your wider arrangements.
Your will may be outdated
Your existing documents may no longer match your family, property or current wishes.
You are unsure where to begin
You want someone to explain relevant areas before you decide what action to take.
Personal, calm and clearUnderstand the options without pressure or complicated language.
What the review provides
A clear conversation about what you have—and what may be missing
The Family Legacy Review is designed to understand your present arrangements, family circumstances and priorities.
- Review whether appropriate documents are in place.
- Discuss changes in family, property or business circumstances.
- Consider wills, trusts and LPAs where relevant.
- Identify areas deserving closer attention.
- Explain next steps and costs before paid work begins.
How it works
Three straightforward steps
The process is designed to be convenient, informative and easy to understand.
Complete the enquiry form
Tell us what you would like help with and provide your contact details.
Speak with our team
We call to discuss your enquiry and arrange a pre-booked adviser visit at your home.
Understand the next steps
Relevant options and costs are explained before you decide whether to proceed.
Begin your complimentary review
Tell us what you would like help understanding
Tell us what you would like help with. We will call to discuss your enquiry and confirm adviser availability for your postcode.
- You can begin with a brief enquiry
- No obligation to purchase a service
- We telephone you to arrange a suitable adviser home visit
- Clear information about any suggested next steps
Prefer to speak to someone?0800 112 5513
Request your Family Legacy Review
We will telephone you to discuss your enquiry and arrange a suitable adviser home visit.
Your review enquiry form should appear here. If it does not load, you can use our contact page instead.
Use the Contact Form InsteadWe will telephone you about your enquiry. Please provide your postcode so we can confirm adviser availability.
Client feedback
Read current client reviews
See independently published feedback about Evans Legacy Planning directly on Trustpilot.
Read Current Trustpilot Reviews (opens in a new tab)More detailed planning
Property, business interests or complex family circumstances?
The review can help identify which areas deserve more detailed discussion.
- Multiple properties or rental portfolios
- Business ownership or company shares
- Blended families
- Children from previous relationships
- Vulnerable or dependent beneficiaries
- Older arrangements requiring review
Frequently asked questions
Before you request your review
Yes. The initial review is complimentary and there is no obligation to purchase. Any proposed paid work and costs are explained before you decide whether to proceed.
The conversation may include your current will, trusts, LPAs, property, business interests, family circumstances and intended outcomes.
No. The review helps clarify which areas may be relevant before any recommendation is made.
Existing arrangements can be discussed to establish whether they still reflect your current wishes and circumstances.
No. We help clients in Cardiff and other areas of England and Wales. We call every enquirer and confirm whether an adviser can visit their home in their postcode area at a suitable pre-booked time. You do not need to visit a Cardiff office.
No. Trusts may be relevant in some circumstances, but purpose, responsibilities, costs and implications must be considered carefully.
A clearer first step
Find out whether your current arrangements still reflect your wishes
Complete the enquiry form. We will call to discuss your circumstances and arrange a suitable home appointment.
Evans Legacy Planning Ltd · Company number 17008004. Services depend on individual circumstances, suitability, terms and applicable professional or legal requirements. No tax treatment, asset-protection result, care-fee outcome or future saving is guaranteed.