Legacy Estate Planning Services Ltd

Crosby, Liverpool, L23 3BA, United Kingdom.

Will Writing

Legacy Estate Planning Services Ltd, in Liverpool

Legacy Estate Planning Services is a family run independent company which has the simple aim of helping clients ensure that the maximum amount of their assets remain within their family after their death- The main tools they use to achieve this are wills- trusts and lasting powers of attorney- Whilst the majority of their business comes from recommendations from existing clients or through their relationships with associated professionals - financial advisers- accountants and solicitors - they also welcome direct approaches from members of the public who recognise the need to plan ahead- Legacy offer tailor-made solutions to reflect each client-s personal requirements- Their documentation is created in-house and they are not simply instruction takers or franchisees of a large organisation so are able to demonstrate the flexibility required to meet each individual- s needs- The company is managed by Kevin and Elaine Samuel who have over 30 years of experience in the financial and legal industries and as such are ideally placed to provide a wide range of quality advice that meets the need of the modern family- Kevin has recently joined the elite group of Estate Planners who hold the Advance Certificate in Will Preparation from the Society of Trustees and Estate Practitioners -STEP--

Location in Liverpool L23

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Crosby, Liverpool, L23 3BA, United Kingdom.

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Directory Information

www.legacyeps.co.uk/
0151 924 9312


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Working Hours

  • Monday 09:00 - 17:00
  • Tuesday 09:00 - 17:00
  • Wednesday 09:00 - 17:00
  • Thursday 09:00 - 17:00
  • Friday 09:00 - 17:00
  • Saturday Closed
  • Sunday Closed

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