Our Main Services Include
Templar Estate Planning provides a full range of services to protect your estate, both in your lifetime as well as when you are gone, in brief our services help to ensure your wishes are carried out. Whatever you want to do to ensure your loved ones are looked after, contact us to see how we can help you.
Will Writing
A full and comprehensive Will writing service aimed specifically at your needs..
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Trust Establishment
Trusts can be used to help manage your assets, they can help control and protect your estate after you are gone..
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Lasting Powers of Attorney
By setting up Lasting Powers of Attorney you will ensure that someone who is capable and importantly..
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Professional Executor Service
Templar Estate Planning’s professional executor service is part of our package of options designed..
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Professional Probate Service
Not sure what Probate is or how it should happen? Templar Estate Planning’s professional probate service..
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Funeral Plans
We are delighted to be able to offer you options on funeral plans by working in partnership with Capital Life..
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Live in care
Receive care in the comfort of your own home from a trained and experienced carer who moves into your home..
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Contact Us to Find Our How We Can Also Help You With
- Inheritance tax planning
- Personal and Business succession planning
- Conveyancing
Some of our reviews
Simple, honest and very helpful without being pushy.
Easy to talk to and takes the time necessary to get the important points across. It is clear that he does understand the issues which is important to us.
Excellent service, we would recommend David and Templar estate planning
Excellent service, we would recommend David and Templar estate planning
When Templar Estate Planning prepared my will for me I felt very comfortable and at ease,it’s lovely that they go threw things step by step and listen to your every need and prepare just wot you want to the letter.Doing a will and going to a solicitor can be very scary but the fact there not suited and booted made me very uncomfortable.I would highly recommend them to anyone wanting to make a will.
David was brilliant in sorting out our will and POA. Explained everything in detail. No sales pitch of hard sell. Definitely can recommend him to anyone wishing to get their estate planning in order.
David spent a lot of time with my elderly parents, carefully and clearly explaining all the options open to them. Nothing was too much trouble - even when they came back to him several times to ask for info on other matters. His knowledge and suggestions were incredibly useful. My husband and I were so impressed we will be getting him to re-do our wills. We all highly recommend him.
I have been putting off for ages taking action to arrange Powers of Attorney, despite knowing how important it is do this. I found David Robinson and staff at Templar Estate Planning extremely helpful, explaining very clearly and patiently (given that I am 85 years old) the processes involved, and providing useful material to take home and read. I followed his directions and the forms are now ready to be sent for registration.
Dave was super helpful coming to us to discuss at our home due to disability. No big sales pitch or exaggerated claims for what he could save us in IHT …just matter of fact stuff that will benefit us and make things more secure for our kids. A bit of a dent in the IHT likely to be paid is a bonus and he has shielded our Estate from inheritance monies in future.
Needed a Will and decided to try Templar estate planning,
spoke to a lady called Claire who was very helpful, and went through the process with me over the phone ,then booked an appointment to go in and see a gentleman called David, very professional and catered for all I needed for my Will, I was very happy with the service and would recommend to anyone looking to do a will , look into Templar estate Planning.
spoke to a lady called Claire who was very helpful, and went through the process with me over the phone ,then booked an appointment to go in and see a gentleman called David, very professional and catered for all I needed for my Will, I was very happy with the service and would recommend to anyone looking to do a will , look into Templar estate Planning.
Both David and Claire were very helpful and informative. David explained the options available to me and listened to my personal circumstances before making relevant suggestions as to how to make a Will
I was listened to , and felt fully informed of my options .
Both Claire and David have always put me at my ease and I felt confident they would understand and advise on any matters that arose both from making a will and sorting out a LPA.
I got in contact with them as a result of a personal recommendation and am happy to pass this on.
I was listened to , and felt fully informed of my options .
Both Claire and David have always put me at my ease and I felt confident they would understand and advise on any matters that arose both from making a will and sorting out a LPA.
I got in contact with them as a result of a personal recommendation and am happy to pass this on.