Do I Need a Will?
Understand the role of a Will, executors, beneficiaries, guardians and when an existing Will may need review.
Explore Will Writing →
The Evans Legacy Planning Advice & Knowledge Centre is designed to help individuals, couples and families understand important estate-planning questions before deciding what support they may need.
Estate planning can become confusing when people are presented with documents, legal terms and different planning options before they have had a chance to understand the underlying problem.
Our guidance starts with the questions families actually ask: Do I need a Will? Is my existing Will enough? What happens without a Will? What does an LPA do? When might a Trust be relevant?
The purpose of this knowledge centre is to make those subjects easier to understand and to connect useful information with the relevant Evans service pages when you want to explore further.
Our newest Will, LPA, Trust, inheritance and Family Legacy Planning guides are added here automatically when they are published.
Use the topic most relevant to your circumstances as a starting point.
Understand the role of a Will, executors, beneficiaries, guardians and when an existing Will may need review.
Explore Will Writing →Learn how Lasting Powers of Attorney can form part of wider lifetime and estate planning.
Explore LPAs →Understand trustees, beneficiaries and why Trusts should only be considered where there is a genuine planning purpose.
Explore Trust Planning →Consider beneficiaries, property, lifetime gifting and the wider family inheritance picture.
Explore Inheritance Planning →Homes, rental property and investment property can make ownership and succession questions more important.
Property Owner Planning →Property portfolios, businesses, blended families and several beneficiaries can create connected planning questions.
Advanced Family Legacy Planning →
The purpose of these guides is not to encourage families to diagnose their own legal or tax position from an article.
It is to help you understand the main concepts, recognise questions that may deserve attention and arrive at a planning conversation better informed.
If a guide raises a question relevant to your family, these are the main service areas to explore next.
Plan executors, beneficiaries, guardians and what should happen to your estate after death.
Explore Wills →Plan who could make certain property, financial, health or welfare decisions where the relevant requirements are met.
Explore LPAs →Understand trustees, beneficiaries and when different Trust arrangements may have a genuine role.
Explore Trusts →Bring together relevant Wills, LPAs, Trusts, property, businesses and family circumstances.
Explore Advanced Planning →Estate planning is highly dependent on individual circumstances. A useful article should therefore explain the issue without pretending that every reader needs the same document, Trust or planning structure.
Our advice content is designed to distinguish between straightforward planning and circumstances where a wider review may be useful.
Tax, care-fee, Trust and property questions can also depend on current law and individual circumstances, so appropriate specialist advice may be needed where those issues are material.
A complimentary Family Legacy Review can help identify which areas of your Will, LPAs, Trust planning, property or wider estate plan genuinely deserve attention.
If one of our articles raises questions about your Will, LPAs, Trust planning, property or inheritance arrangements, start with your circumstances and understand the areas worth reviewing.
Enter your details below and one of our team will contact you to arrange your complimentary Family Legacy Review.
We will help you understand whether your current wills, trusts, LPAs or estate planning provide the right level of protection for your property, family wealth and future wishes.
Note: Your details will only be used to arrange your review and will never be shared.