Market Appraisal

Estate Planning
& Wellbeing

Average of over 4.7 in over
110 reviews on Google Reviews

  • Wills
  • Powers of Attorney
  • Trusts
  • Later-life planning
  • Executries and Executor Support
Arrange a consultation0131 581 5700email us

Clarity. Control.
Confidence for the future.

It’s a myth that estate planning is only for the ultra-wealthy. In truth, if you have family, own property, or have any assets at all – you have an estate. Without clear instructions in place, your wishes may be misinterpreted or ignored altogether. That’s why having a Will, Power of Attorney, or Trust in place isn’t just sensible – it’s essential.

We help people of all ages and circumstances get organised, protect their interests, and make confident choices about the future. From straightforward Wills to complex estate structures, we provide clear, expert guidance – without the jargon.

With offices in across Scotland, as well as home visit and video appointment options, we make the process as simple and stress-free as possible.

estate-planning

What we do

Our Estate and Wellbeing Planning service covers the full spectrum of personal planning and future-proofing your affairs.

Here’s how we help:

A professionally drafted Will ensures that your assets are distributed in accordance with your wishes, not the default rules of intestacy. It allows you to provide for loved ones, appoint guardians for children, and avoid unnecessary stress and confusion after your death.

A Living Will (Advance Directive) lets you express your preferences around medical treatment and care, should you be unable to communicate these later — offering peace of mind for both you and your family.

A Power of Attorney allows you to legally appoint someone you trust to make decisions on your behalf if you’re no longer able to do so. This includes continuing powers over finances and property, and welfare powers over healthcare and personal decisions.

By putting this in place early, you avoid court intervention later, ensuring someone you choose is empowered to act in your best interests.

Succession planning is about more than just writing a Will. We help you structure your affairs in a way that protects your assets, reduces exposure to tax, and avoids disputes. Whether you’re thinking about passing wealth to your children, succession within a family business, or preserving assets through generations, we’ll guide you through it with clarity and foresight.

Trusts are powerful tools for protecting and managing assets. They can help ringfence wealth for children or vulnerable beneficiaries, protect against care costs or claims, and provide greater control over how and when assets are used. We advise on setting up and running trusts tailored to your specific goals, whether for inheritance, tax planning, or family support.

Planning ahead for later life isn’t just about finances — it’s about your personal dignity and wellbeing. We help clients put in place practical arrangements for health decisions, care preferences, and daily living support. This may involve coordination with family, carers, or local authorities, ensuring your values and needs are respected as you age.

Without careful planning, a significant portion of your estate could be lost to tax. We work with individuals and families to structure assets in a way that minimises Inheritance Tax (IHT) and Capital Gains Tax (CGT) exposure — using allowances, exemptions, trusts, and gifting strategies where appropriate. It’s about keeping your hard-earned wealth where it belongs: with your loved ones.

Our team of experienced lawyers and paralegals works with Executors and families, with the aim of making the process of executory administration as straightforward and efficient as possible. We offer varying levels of support and assistance to suit your individual circumstances and preferences.

How it works

We make estate and wellbeing planning straightforward. Here’s how we help:

1. Initial conversation
1. Initial conversation

We begin with a relaxed, no-obligation chat to understand your circumstances and goals — whether that’s looking after family, protecting assets, or preparing for future care. This can be in-person, via video call, or at your home.

2. Tailored legal advice & drafting
2. Tailored legal advice & drafting

Based on your needs, we provide clear legal advice and prepare any relevant documents — from Wills and Powers of Attorney to Trust deeds and tax plans. We take the time to explain everything in plain language.

3. Review, sign & store
3. Review, sign & store

Once you're happy, we arrange proper signing and witnessing (following Scots law requirements). We can store documents securely and register Powers of Attorney with the Office of the Public Guardian (Scotland) on your behalf.

4. Ongoing support
4. Ongoing support

As life evolves, so can your plan. We’re here to review and update your documents whenever things change — whether it's a new baby, a house move, or a change in health.

Answers to
Frequently Asked Questions

Yes — having a Will ensures your assets go to the right people, in the right way. Without one, the law decides who inherits, which may not reflect your wishes. A Will can also name guardians for children and reduce unnecessary stress for loved ones.

A Power of Attorney lets someone you trust make decisions about your finances, health, or welfare if you become unable to do so. It’s best to put this in place while you’re healthy — waiting until it’s needed can lead to legal complications and delays.

Not at all. Estate and wellbeing planning isn’t about age — it’s about being prepared. Life is unpredictable, and having plans in place protects the people who matter most to you.

Possibly. If your circumstances have changed — for example, through marriage, divorce, children or property changes — your Will may need updating. We offer a Will review service to make sure your documents still reflect your wishes.

That’s exactly when expert advice is most valuable. We regularly work with other advisers to help clients manage blended families, business assets, foreign property, and vulnerable beneficiaries. We’ll guide you through your options with clarity and care.

Executory administration
& Executor support

The death of a family member or friend can be an emotional and traumatic experience, and it is often difficult to deal with the formalities of executory administration (sometimes referred to as ‘dealing with someone’s affairs’ or ‘winding up an estate’) when also dealing with grief and loss.

How we can help

The executor of a Will is responsible for administering the Will as directed, and therefore the role comes with a number of duties and legal liabilities.

Our specialist Executry Administration and Executor Support team will make dealing with the deceased’s affairs as efficient as possible.

Our team deals with estates of all sizes and all complexities and always ensures that we provide sensitive and accurate advice to the executor that ensures the wishes set out in a Will are implemented fully and correctly.

We help executors make sure that all formal procedures required when winding up an estate are followed, and ensure that we always maintain a good dialogue with executors and the beneficiaries.

More complex estates

Not all estates are straightforward to administer. Where matters become contentious, we can assist with the resolution of disputes. Where beneficiaries under a will chose to use a Deed of Variation to make alterations to the distribution of assets in the estate – often in order to help with tax planning, asset protection or to redress any imbalances to the original will – our lawyers can help with the legal process.

A team of property and legal
professionals

Our People

Start planning today

Whether you’re writing a Will for the first time, planning for future care, need assistance with an executory or reviewing your estate after a major life event, we’re here to help you feel prepared and protected.

Contact our Estate and Wellbeing Planning team today to arrange a confidential consultation.

Arrange a consultation0131 581 5700email us