Estate Planning: Plan ahead with confidence

We help individuals and families plan ahead with confidence. From Wills and Lasting Powers of Attorney to trusts and inheritance tax, everything we do is designed to protect what matters most and make sure your wishes are carried out.

Wills, LPAs, trusts and more
Plain-English, never jargon
Qualified, insured SWW members

Book a free consultation

The whole picture

What estate planning really means

Estate planning is simply making sure the right things are in place for the people you care about: who inherits what, who can make decisions if you cannot, and how your home and savings are protected along the way.

It is not only for the wealthy or the elderly. It is for anyone who would rather decide these things themselves, calmly and in good time, than leave them to the law or to a court. We start with a plain chat about you and your aims, and only ever suggest what genuinely helps.

If you're in Winscombe and want to see how these choices play out in practice, read our estate planning advice guide, covering when a Will is enough, protecting a jointly owned home from care costs, and how our LPA service and fees work.

For many families, a Simple Will covers everything you need, our guide walks through what it does and doesn't cover.

A Will that reflects your wishesClear instructions for who inherits, and who you trust to act.
The right people able to actLasting Powers of Attorney for if you ever cannot decide yourself.
Protection where it helpsTrusts to shield your home or provide for a loved one.
Kept safe and currentSecure storage and easy updates as life changes.

What we help with

Our estate planning services

Each one stands on its own, and together they make a plan. Explore whichever fits, or let us help you choose.

Will Writing

The foundation of any plan. We set out clearly how your estate is shared, who acts as executor, and who cares for any children under 18.

Explore Wills

Lasting Power of Attorney

Choose who can act for you, over your finances or your health and care, if you ever lose the ability to decide yourself.

Explore LPAs

Trusts

Add protection and flexibility, from shielding your share of the family home to providing for a vulnerable loved one.

Explore Trusts

Inheritance Tax Planning

Understand how inheritance tax might affect your estate, and the options to help more of it reach the people you choose.

Explore IHT planning

Will Storage & Updates

Secure, insured storage and unlimited updates, so your Will is always safe, current and easy to find when it matters.

Explore storage

Why Futura Planning

Friendly, qualified, on your side

Qualified professionalsFully qualified members of the Society of Will Writers, working to recognised standards.
Clear, jargon-free advicePlain English, tailored to your circumstances, never a template.
However suits youOnline consultations or home visits across the South West.
A trusted local teamServing Weston-super-Mare, Churchill, Portishead and the surrounding areas.

What to expect

What Happens at Your Estate Planning Appointment

So what happens when you get in touch with us? Nothing scary, we promise. We'll pop the kettle on if we're in your front room, or get settled on a video call if that suits you better. Either way, it starts with a conversation, not a form.

We come to you in Winscombe, at your kitchen table or wherever you're comfortable, at a time that fits around your day. Prefer to do it from your armchair with a cuppa on Teams? That works just as well. There's no pressure either way, and no clock ticking in the background.

We'll ask about your family, your home, what matters to you, and who you want looked after. People come to us worried they'll be asked technical questions they can't answer. They won't be. We use plain English throughout, and explain any term you're unsure of in a line or two. We'll never rush you into a decision.

A chat about your circumstances, your family, and what you want to happen
Clear explanations of the options open to you, whether that's a Will, a Lasting Power of Attorney, or a trust arrangement
Plenty of time for questions, nothing is off limits
A summary of what we discussed and what happens next, in writing

You decide which services feel right for you, we're not there to push anything. Some people leave with a Will sorted. Others just want to think it over first, and that's completely fine.

Questions, answered

Estate planning FAQs

With a no-obligation chat. We talk through your situation and your aims, then explain plainly what is worth putting in place, whether that is a Will, an LPA, a trust, or simply some reassurance that you are already well covered.

No. We are qualified, insured members of the Society of Will Writers. Futura Planning is not a firm of solicitors, but your documents are professionally drafted and properly executed, and we refer on where a matter genuinely needs a solicitor.

Not always. A Will and a trust do different jobs, and many people are well served by a Will alone. Where a trust genuinely helps, such as protecting your share of the home, we explain why in plain terms first.

Every three to five years is a good rule, and after any big change such as marriage, divorce, a new arrival, a house move or an inheritance.

Yes, if you own a home, have savings, or have children under 18, a Will already matters. It's not about how much you have. It's about making sure the people you love are looked after and there's no confusion later. We see people in Winscombe every week who assume their situation is too small to bother with, then change their mind once we talk it through together.

Yes, most people handle both together in the same conversation. It saves you going through the whole process twice and means your plans work as a complete package. We'll explain the health and welfare option and the property and finances option for your Lasting Power of Attorney, then help you decide what your Will needs to cover too.

Let's protect what matters most.

A friendly chat costs nothing and sorts a lot. Talk to us about your estate planning, with no obligation and no jargon.

Book an appointment Call 01934 442030

Home visits across Somerset, or online anywhere in England and Wales.