Wills · Trusts · Estate planning
Wills, trusts and estate planning that protect what matters most
BeAdvised Legacy Planning helps families across the UK protect what matters most. We believe that planning your estate is one of the most important gifts you can give the people you love.
- Appointments in your own home
- Fixed, agreed fees
- Evening appointments
- Swindon based, helping families across the UK
- Appointments in your own home
- Fixed fees agreed before we start
- Plain English, no jargon
How we help
Everything you need to put your affairs in order — explained in plain English, priced up front.
Wills
A clear, legally valid will that says exactly what you mean.
from £150
Trusts
Protect the family home and provide for the next generation.
from £400
Lasting Powers of Attorney
Property & financial affairs and health & welfare, registered for you.
from £150
Estate Planning
Everything pulled together into one clear, co-ordinated plan.
quoted after a free review
Executors
Make sure the people you appoint know what they are taking on.
Executor Pack £200
Why families choose us
A personal approach to planning ahead
Planning for the future is not always easy — especially when it involves some of life’s most important decisions. We bring clarity, confidence and peace of mind to the process, starting with understanding your wishes, your family circumstances and what you want your legacy to look like.
We take the time to listen carefully before offering guidance, and we explain your options in plain English so you can make informed decisions without unnecessary complexity.
See what we doWhat you can expect
A proper conversation, usually at your kitchen table · A fixed fee agreed in writing before we start · Documents drafted and explained in plain English · Support that continues as your circumstances change
Here for the long term
Putting plans in place is just the beginning. As your life changes, your wishes may change too — we help you review and update your arrangements so they continue to reflect your intentions.
How it works
STEP 1
A free chat
Twenty minutes on the phone to work out what you actually need — and to tell you if that is nothing.
STEP 2
The fact find
We come to you, map out family, assets and wishes, and give you a fixed fee in writing.
STEP 3
Drafting
Documents drafted and sent for you to read at your own pace, with as many questions as you like.
STEP 4
Signing & storage
We witness the signing, store the originals safely and diarise a review.
Meet the team
Local people, sat at your kitchen table
We are a small Swindon-based team who would rather have a proper conversation than send you a form. We will come to you, talk it through, and make sure your family knows exactly where things stand.
Sam Heron-Taylor
Co-Founder and Estate Planning Consultant
Dan Heron-Taylor
Co-Founder
Where we work
We are based in Swindon and visit clients at home right across Wiltshire and the Cotswolds. We help families further afield too — if your town is not listed, ring us and ask.
“They explained trusts in ten minutes better than anyone had in ten years. We left knowing our girls are looked after.”
Talk to us
The quickest way is to call. If it is easier, leave your details and we will ring you back at a time that suits.
Call 01793 228068Mon–Fri 9am–7pm · Sat by appointmenthello@beadvisedlegacy.co.uk
Swindon, Wiltshire