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Trust Planning Stockton

Call our team for more information.

Do You Need Estate and Trust Planning Services in Stockton?

Protect your future and leave nothing to chance

Protecting you, protecting your loved ones

Planning your future is vital. Physical or mental illness, or even death could affect you at any time, leaving your family to deal with the fallout. Some people are happy to leave their future planning until tomorrow, but tomorrow is not guaranteed and so it’s important to sort your future today, not only for you but for your family.

When it comes to writing your trust plan or estate planning, at Complete Estate Protection we will work closely with our clients, ensuring that we advise them in the best way possible. Our trust protect team has extensive experience in the area and will provide you with a professional and excellent service that is helpful and will explore the benefits of trust and estate planning. You can request more information, just contact our team today for assistance. Choose an estate planning business that you can trust, call Complete Estate Protection today.


What is Trust Planning?

Trust and inheritance planning can sound a bit complicated, but it’s important to know that its one of the most effective ways to protect your assets by law. Especially if your beneficiaries are your children or if you think that theres a chance your beneficiary may have any financial or matrimonial problems in the future.

Trusts can be set up during your lifetime and are involved with tax planning, they can also be put into in your will. The two types of trust include:

The first nominates, they are the beneficiary if a person dies, and they will be entitled to relieve all of the income from trust assets. You can add this to the ability for the trustees to lend or to hand over any capital should it be required.

The other type of trust is discretionary, under this, you will be able to nominate people to be potential beneficiaries, but you can leave it up to the trustees to decide what will be paid out and to who.

Why Use Complete Estate Protection for Trust Planning?

Complete Estate Protection is a firm with over 20 years of experience in providing future planning solutions. As an award winning company, we are able to offer expertise and professionalism combined with value.

Our friendly, independent approach ensures that we will only give you the best advice for both you and your family and that your future is protected, giving you peace of mind.

With trust planning, it involves making a plan in advance, you are able to name the people or organisations that you care about and who you want to receive something of yours. Making a plan in advance and taking the necessary steps to distribute your estate. You can also include instructions for your care and any financial planning affairs, should you be incapacitated before you die. It’s important to remember that estate planning is an ongoing process, it’s not a one time plan, it will change as time goes by and you get older, also we can’t predict how long we will live for, illnesses and accidents can happen to people of any age.

What is Estate Planning?

Estate planning involves organising and arranging a person’s estate during their life, their assets and belongings will then be managed after their death. The ‘estate’ refers to everything that a person owns, their car, their home, any other properties that they may have, as well as money in their accounts, investments, life insurance, furniture and their personal possessions. No matter the size of your estate, it’s important to consider estate and trust planning as you can’t take it with you when you die.

Unfortunately, we are all going to die one day, so when that happens you will want to control how your estate is given out. Having estate and trust planning in place ensures that your final wishes are carried out. Your plan can include instructions and all the details that will state what you want people to receive and when you want this to happen. Trust planning is also necessary as it will work out legal fees and taxes that need to be paid. At Complete Estate Protection we can provide you with an assessment and help you with your estate planning.

We also provide services for probate, wills, power of attorneys and asset protection.

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Contact Us Today For More Information

Here at Complete Estate Protection, we are here to provide you with a trust planning service, as well as helpful assistance and advice. We can help you to create an estate plan that covers all aspects of your life and your wealth, we will make sure that you have planning in place to ensure your trust and estate is distributed the way you want. For more information please speak to a member of our friendly team today! If you would like to a have a no-obligation discussion about what is open to you, please do not hesitate to get in touch.

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I can't recommend CEP enough. Updated my will and put in place power of attorney documentation - should have done it sooner. Dan is very personable and approachable and is highly knowledgeable in this field. Super smooth process and great service. Highly recommended.
Neil Thomas
13:17 08 Feb 24
hi, Daniel has just provided wills for my wife and I as part of a charitable donation from complete estate protection to Teesside Hospice. The service Daniel gave us was both friendly and very professional and we're very pleased with the outcome. I would have no hesitation in recommending Daniel and CEP to anyone who's looking to have a will written up.kind regards to Daniel and to all who may read this.Ian McDonald
Bikehook Mcd
15:40 22 Jan 24
Excellent Service! Reasonable prices, very friendly and accessible staff. Than you.
Med Med
11:13 27 Nov 23
We found Daniel very friendly and efficient, he explained everything clearly and answered all our questions. We came away with peace of mind that everything had been sorted to protect the future for our family. Thank you.
teresa pybus
13:37 03 Nov 23
A excellent service. Daniel was extremely friendly and professional, fully helped with all my requests.Would definitely recommend !
Margaret Myers
17:36 02 Nov 23
Was recommended by my friend to use Complete Estate Protection to deal with arranging my will, Highly recommend Daniel who went though everything with me step by step & was very professional & good at explaining everything I needed to know about writing my will.
Carole Talbot
11:49 11 Sep 23
Contacted original to update our wills and appointment made. We found Daniel very friendly and helpful with different options explained and ways to safeguard ourselves for the future. Everything was explained clearly and all questions answered and we were very happy with the process.
Sue Barton
12:31 17 Aug 23
Excellent, professional and speedy service. Daniel was extremely friendly and professional and fully understood our needs. We have no hesitation in highly recommending Daniel and his Company, and at a very competitive price.
Jacqueline Saul
13:57 04 Apr 23
Recommended by our brother-in-law, we experienced a veryprofessional, well explained, very efficient service. Completedin our required time frame to fit in with the availability of the signatories.We would not hesitate to recommend to friends and colleagues.
Trevor G Wright
10:44 05 Jan 23
Excellent service.Local & reliable.Dan is an expert, professional & respectful.Listened to what my parents fears were & what they wanted.Dan has now fully protected my parents assets which they have worked hard, all their lives for & as a family we know their wishes & Dan has made that process as easy as possible when it comes.One huge weight of my their mind as they go forward to enjoy their retirement.
nicola clements
15:35 16 Sep 22
I contacted Daniel from Complete Estate Protection to amend my will and, from the very start, he was extremely professional and friendly.Nothing was too much trouble and he explained all my options and answered all my questions with ease.If I could give him more than a 5* rating, I would and I have since recommended him to family and friends.
david johnson
09:05 12 Sep 22
A very professional and quality service.Daniel arrived promptly at my mother's care home where he diligently explained the whole procedure of the Will Writing Service and Power of Attorney procedure.In no time at all we were signed up and my mother and I were extremely pleased with which Daniel handled all of our queries.I would not hesitate to recommend this service to friends and family. A truly first class service.
Chris Thomas
17:42 11 Jul 22