Peace of Mind Package - Osborne Morris & Morgan

Peace of Mind Package

For complete peace of mind

Did you know that, with just three pre-prepared and carefully considered documents, you can organise your affairs now, so that your family avoids delay, stress and huge expense later on?

David’s family learned the importance of professionally preparing a Will when they found the Will to be invalid.

Our Peace of Mind Package is designed to help you to prepare your three vital documents that will stand up to scrutiny.

The First Document – a Valid Will

Our specialists will draft your Will correctly, and to your specific circumstances, to ensure that your wishes are carried out after you have died. In doing this, you can also save inheritance tax for your estate and protect your family from the expense and uncertainty that comes with a situation where someone has died intestate (without a Will).

The Second Document – Lasting Power of Attorney (Financial)

Our Lasting Power of Attorney specialists will help you to put an LPA in place for property and financial affairs. So, should you lose mental capacity due to illness or injury, your trusted “Attorney” will have the power to manage these affairs for you.

Without an LPA in place, your loved ones would need to apply to the Court of Protection for an Order to appoint a Deputy – a significantly costly and time-consuming process. It would ultimately be the Court who decides who is appointed and not you.

The Third Document – Lasting Power of Attorney (Health and Welfare)

Our Lasting Power of Attorney specialists will also help you to appoint someone to make decisions about your health, treatment and wellbeing, should you lose mental capacity.

This can include decisions around medical treatment and residential care.

Without an LPA in place for your health and welfare, then often the Local Authority (Social Services) will step in and make decisions on your behalf. If you are in hospital, the doctors will make the decisions on how to treat you and whether this treatment is in your best interests.

Peace of Mind Package

At OM&M, we have designed the Peace of Mind Package, because we are committed to helping you and your family be prepared should any unforeseen circumstance happen.

We also offer:

  • Discounted fees for complete protection
  • Our free-to-download OM&M Life Organiser – a brilliant document for you to complete and provide to your loved ones, to provide even further peace of mind. This single document provides an essential overview of all the information needed for your affairs to be managed easily if you lose capacity, or have died.
  • Our Service Pledge promise to carry out a thorough exploration of your wishes and circumstances, and keep you updated on progress throughout
  • Regular updates on changes in the law via our newsletters

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With the head office in Leighton Buzzard, Osborne Morris & Morgan acts for people locally, in the surrounding Home Counties and throughout the UK.

Osborne Morris & Morgan Solicitors is authorised and regulated by the Solicitors Regulation Authority. SRA number: 669022

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