Protect Your Loved Ones: See The Hidden Dangers Of Not Having A Valid Or Up To Date Will
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Guarding Futures & Securing Generations
Our mission is to safeguard our clients’ assets and ensure their legacy for future generations
WILLS & ESTATE PLANNING
A dedicated firm of Wills & Estate specialists providing personalised advice on asset protection, with expertise in financial services. We are committed to simplifying and tailoring the estate planning process for your peace of mind.
PROFESSIONAL & EXPERT
Callaghan’s offers experienced, bespoke estate planning service with a focus on quality, ensuring asset protection and peace of mind, backed by professional indemnity insurance. We are committed to the highest levels of service.
PROTECT & UNDERSTAND
Our simple vision is to to help the people to build and protect their assets for themselves and their families, to maintain comfort in the knowledge that all assets will stay in the family or as intended.
We have assisted hundreds of people just like you in safeguarding their assets and ensuring their legacy, while preventing potential losses due to care costs, life events, or bankruptcy
About Callaghan Wills & Estate Planning
Wills & Estate Planning experts dedicated to safeguarding families’ assets for today and tomorrow.
Our approach is personal, friendly, and accessible, and we ensure advice tailored to you by leveraging a deep understanding of protection within Estate Planning and by providing comprehensive guidance.
We’re fully committed to modernising the Estate Planning journey, simplifying the process for you. We break down all the intricacies, making it straightforward and relevant to your needs, crafting custom solutions for your unique situation.
Experience a holistic service that guarantees asset protection offering you ultimate peace of mind.
It's never too soon to consider your planning needs, particularly if you:
- Own a home or have a mortgage
- Have savings or assets in cash or shares
- Are married or have children
- Have assets to dispose off
- Would like to make provision for your funeral
Will Writing
We can produce basic wills or Mirror Wills. Many standard Wills are formed based on basic instruction; we provide detailed advice in simple terms to ensure our Wills are as protective as possible on YOUR terms for YOUR individual situation.
Will Storage
We offer professional Will storage ensuring safekeeping in a secure facility, insurance against loss or damage, and registration with the National Will Database, WillData, for easy retrieval upon your passing.
Property Ownership
Couples often buy property as “Joint Tenants” with each owning 100%. By changing ownership to “Tenants in Common” through our Will service, each can specify beneficiaries, protect their share from new spouses or care costs, without affecting mortgages or sale ability.
Lasting Powers of Attorney
A Lasting Power of Attorney (LPA) allows individuals to designate decision-makers for their finances and health before incapacitation. Establishing it early avoids future family disputes. While LPAs can be limited to activate only during incapacity, some choose to use them earlier for tasks like bill payments.
Will Trusts
Will Trusts, either standalone or within a Will, legally safeguard assets for beneficiaries and protect them from Local Authority means testing for long-term care. They ensure property inheritance while securing a partner’s future or help in avoiding inheritance tax.