Wills & Estate Planning

Writing a will may not be the most exciting thing you'll do, but it will be one of the smartest.

Skip the jargon and avoid legal barriers to ensure that your assets only fall into the right hands.

CLAIM

a FREE will bespoke to your needs and estate.

DEDICATED

team of will writers to help you prepare.

5 STAR

will writing services and support.

Fact 

*There are over 31 million adults in the UK currently at risk of dying without a will. That’s over 1 in 2!


*Source Unbiased

Any of the following errors could occur when writing a will. Have you considered the chances of these?

Paying out your assets to the wrong beneficiaries.

Using an invalid witness.

Failing to mention specific family members.

Entering unnecessary and lengthy probate.

Our will writing & estate planning services

A will should be on everybody’s to-do list, so at Umbrella Financial we appreciate that different circumstances will require various levels of protection and flexibility. Below are the areas of will law Umbrella Financial can offer you.

The classic definition of a will. How your property is divided after your death, and to who!

Power of Attorney is a legal document where one person (the donor) gives another person the right to make decisions on their behalf. Setting one up early in life can help ensure that this does not happen, as it's essential for mental capacity purposes.

Health care advance directives are legal documents that communicate a person's wishes about health care decisions in the event they become incapable of making those choices themselves.

A designated beneficiary is the person who inherits an asset after another's death. The most common type of designation occurs where some sort of retirement savings account or life insurance policy has been set up with them as one recipient, ensuring that this individual will be cared for financially in case something happens to you!

Trusted by leading providers.

01

Get in touch

Reach out to us today for a free consultation. We’ll call you right back, there’s no need to wait!

02

Speak to a will writer

One of our experts will reach out to see how we can help you. We’ll explain the process, so you know how we do things.

03

Make safe

We’ll recommend you the policies and products that we think are right for you, so that you can sit back and enjoy life.

get in touch

Recent Feedback

"I would definitely recommend them to clients"


Matt, Robbie and Umbrella Financial were very helpful in the process of helping me get covered. I would definitely recommend them to clients because this has put my mind at ease for the future.

Gary Grant

27/11/2024

"Gemma really went above and beyond"


I started looking for insurance for my family and found it was a total minefield! I was very overwhelmed until I came across Gemma at Umbrella Financial. Gemma made it so simple and easy for me. She presented the best deals on the market for me to compare. I had all my needs covered for less than I had thought it would cost. Gemma really went above and beyond and now my family is protected all thanks to her. Definitely, without a doubt recommend her and Umbrella Financial.

Diane Banks

13/02/2025

"Nothing but outstanding"


Josh and Umbrella Financial have been nothing but outstanding when dealing with my Life Insurance and Income Protection. They have worked hard to understand my family's needs and to find the best policies to suit us. They have followed up and helped us adapt as our family has grown. I would 100% recommend Josh and Umbrella Financial and their service, a very straightforward process from start to finish.

Lee Sansum

09/01/2025

"He worked on achieving the best cover to suit us"


Craig was fantastic. He worked on achieving the best cover to suit us personally. Took great detail in ensuring we had everything we needed. Thank you.

Michelle Molyneux

16/12/2024

 

Errors in a will can cause all kinds of legal problems that your family may have to deal with long after your death.

Worst still, failing to write your will could result in your assets being removed or transferred into the wrong hands.

Don’t let that happen, plan for tomorrow today - speak to our experts today.

Speak with us today.