wills and estate planning mortgage services

Protecting your interests

Often, wills and estate planning are used interchangeably, but they are different services. Will planning can be a straightforward process to document your wishes and what should become of your assets in the event of your death.

Whilst estate planning is a much more in-depth and comprehensive process with various documents to secure your assets and intentions.

Both require meticulous attention to detail, and we’d always recommend at least a consultation with a will and estate planning specialist to discuss your options. Our professional team at the Mortgage Pod can compassionately help you have these conversations to protect your long-term interests.

It’s never too soon to think about your will and estate planning

Preparing your will and estate planning are processes that require serious thought. We spend our lives collecting our belongings and prized possessions. Some may have significant monetary value, while others have sentimental and emotional value. To ensure your assets are safe, protecting them as much as possible whilst you’re alive is essential.

Throughout our lives, events such as purchasing property, getting married, having children, or even the death of a loved one, can add different complexities to your estate and its future.

Therefore, expert advice can help you to make sense of your desires for your estate and help you to create a plan to establish an estate plan.

Protecting you and your family’s future

When it comes to wills and estate planning, our professional team will discuss your needs with you before presenting the different options to you. We’ll never suggest anything that isn’t needed or isn’t relevant to your circumstances.

Our team is here to simplify everything, advise you at every step and help you to navigate a sensitive topic with support. We’ll be by your side every step, so you can make decisions for your and your family’s future whilst having all the information required.

How to divide an estate correctly

When it comes to organising your will and assets in estate planning, it can be helpful to understand the difference between the two services. Whatever your circumstances, there will be people to think about and how you would like your belongings and assets to be split between those you care about and are important to you.

Therefore, an expert to help you navigate the process is incredibly important. Here at the Mortgage Pod, we can support you throughout the process, using our years of experience to steer you through a sensitive subject.

What else do you need to know?

mortgage services will planning

How often should you write a will?

Should I make a will when I buy a property?

What’s the difference between a will and estate planning?