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Secure your family’s future with our Legacy & Legacy Plus Solutions.

Administered by authorised professionals, our Legacy & Legacy Plus Solutions services meet strict regulatory standards.

Start Your Will Online
Start Your Will Online

Your estate, your wishes, your family’s future — protected with expert care and decades of experience.

Call us to speak to a friendly adviser about the Legacy or Legacy Plus Solutions.

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Total Protection for You, Your Estate, and Your Loved Ones

The Legacy and Legacy Plus Solutions represent the highest level of protection offered by Jubilee Wills & Estate Planning. These packages are designed for clients who want complete peace of mind knowing that both their financial affairs and healthcare decisions will be managed properly if they lose capacity and that their estate will be securely protected for future generations.

Whether you have vulnerable beneficiaries, multiple children, complex assets or simply want to ensure that nothing is left to chance, the Legacy Solutions offer unmatched security, support and value.

Contact Information

Phone

0333 577 9774
Mon-Fri, 9am-5pm

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Fill out the form and one of our friendly experts will call you back at a time that suits you.

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What’s Included: Complete Lifetime Protection

  • Lasting Powers of Attorney (Health & Financial)
Gives your chosen Attorneys the legal authority to:
  • Make healthcare decisions if you become incapacitated
  • Manage financial matters, bills, banking and property A crucial safeguard that prevents delays, court intervention and family disputes.
  • Unlimited Trusts. Use Now or in the Future
The Legacy Solutions include multiple Trusts at no extra cost. These are ideal when:
  • You have disabled or vulnerable beneficiaries
  • You want to protect inheritance for each child separately
  • You need to safeguard funds from outside influences (divorce, debts or coercion)
  • You want Trustees to guide younger beneficiaries so that inheritance is not wasted
Your assets can be legally ring-fenced ensuring they remain within your bloodline and used responsibly.
  • Trustee Support from Qualified Financial Advisers
Your loved ones benefit from:
  • A free 1-hour consultation with a CeMAP-qualified adviser
  • No mortgage advice fees (if they choose to apply for a mortgage)
  • Ongoing financial guidance for Trustees whenever needed
This ensures beneficiaries make sound financial decisions while managing their inheritance.
  • Change of Tenancy on Your Property

Where appropriate we will update your property ownership to a Tenants in Common structure.
This ensures that your share of the property passes directly into your Trust rather than to the survivor by default thus maximising protection for your estate.

  • Will Clarity Statement
A formal safeguard that:
  • Demonstrates you had full mental capacity when creating your Will
  • Reduces the risk of disputes or future challenges
  • Protects your wishes from interference or manipulation
This is especially valuable for clients with complex family situations or vulnerable beneficiaries.
  • Will Commentary Document
A simplified and easy to read explanation of your Will. This helps loved ones understand your instructions without confusion, especially at an emotional time.
  • Free Secure Storage for 2 Years
Your Will and key documents are stored safely in our secure facility ensuring:
  • The original documents cannot be lost, damaged or altered
  • Only your chosen individuals can access them
  • Your wishes can be validated quickly and easily
After 2 years clients can continue storage at a low monthly cost.
  • Free Trust Amendments
If you ever need to update, change or establish a new Trust, this is included free of charge, giving you flexibility as your circumstances evolve.

Pricing & Package Breakdown

Legacy Solution — Single Package

£ 1200
  • Unlimited Trusts (usable now or in future)
  • Lasting Power of Attorney (Property & Financial + Health & Welfare)
  • A professionally drafted Will
  • 2 years of free secure storage
  • Change of tenancy
  • Will commentary
  • Will clarity statement
  • Free Trustee support from financial advisers
  • Free Trust updates and amendments
Get Started

Legacy Plus Solution — Joint Package

Includes everything in the Single Legacy Package, but covers both partners:
£ 2100
  • Includes everything in the Single Legacy Package, but covers both partners:
  • Both individuals receive:
  • Unlimited Trusts
  • Both LPAs
  • Wills
  • 2 years storage
  • Change of tenancy where appropriate
  • Commentary and clarity statements
  • Full financial adviser support
Get Started
This is the ultimate level of protection for couples planning their future together.

Take Control of Your Legacy Today

Your estate, your wishes, your family’s future — protected with expert care and decades of experience.
Get Your Recommendation

What Our Clients Say

Real stories from families we’ve helped protect their legacy.

"The executor support service was invaluable when we lost my father. They handled all the complex paperwork and made a difficult time much easier."
Sarah MitchellWakefield
"They made everything so easy for our family. The whole process was explained clearly, and we felt supported every step of the way."
Mrs. ThompsonLeeds
"Having our wills and LPAs sorted gave us incredible peace of mind. The team at Jubilee were professional, patient, and truly caring."
Mr. & Mrs. DaviesBradford