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Trust and Estate Planning Services

Planning for the future is one of the most important steps you can take to protect your loved ones and secure your legacy. At OMM, we specialise in trust and estate planning services designed to provide peace of mind and ensure your wishes are honoured.

Why choose OMM for Trust and Estate Planning?

1. Expertise and Experience

Our team of dedicated trust practitioners brings extensive experience in trust and estate planning. We understand the complexities of the law and are committed to crafting comprehensive plans that meet your unique needs and goals.

    2. Personalised Service

    We recognise that each client’s situation is different. Our approach is personalised, ensuring that your estate plan reflects your individual circumstances, values and wishes. We take the time to listen and understand your concerns before providing tailored solutions.

    3. Comprehensive Planning

    From drafting Wills and setting up trusts to planning for incapacity and minimising estate taxes, our services cover all aspects of trust and estate planning. We provide holistic solutions that protect your assets and ensure your family’s future.

    4. Clear Communication

    Legal terminology over estate planning can be complex and overwhelming. We prioritise clear, transparent communication, making sure you understand every step of the process. Our goal is to make trust and estate planning straightforward and accessible.

    5. Peace of Mind

    With OMM, you can be rest assured that your estate planning is in capable hands. We handle the legal complexities so you can focus on what matters most – your family and your peace of mind.

    Our Trust and Estate Planning Services Include:

    • Wills and Trusts: Drafting and updating Wills, establishing revocable and irrevocable trusts.
    • Estate Tax Planning: Strategies to minimise estate taxes and preserve your wealth.
    • Asset Protection: Protecting your assets from creditors and potential legal claims.
    • Estate Administration: Guiding your family through the probate process and administering trust estates efficiently.
    • Incapacity Planning: Powers of attorney, living Wills, and healthcare directives to ensure your wishes are honoured if you become incapacitated.
    • Charitable Planning: Establishing charitable trusts and foundations to leave a lasting legacy.

    Why Trust OMM?

    • Reliability: We deliver on our promises, ensuring your estate plan is executed with precision.
    • Integrity: We operate with the highest ethical standards, putting your best interests first.
    • Dedication: We are committed to providing exceptional service and building long-term relationships with our clients.

    Plan for Tomorrow, Today

    Don’t leave the future of your legacy to chance. Let us help you create a solid trust and estate plan that provides security for you and your loved ones. Contact us today by emailing info@ommlaw.co.uk or call 01525 378177.

    Need to know more

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    Wills

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    Will Writing

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    Peace of Mind Package

    Why you should choose OM&M

    95%

    were likely or certain to

    recommend us

    96%

    said our staff

    listened well

    97%

    said our staff were

    very informative

    96%

    were very satisfied with our overall

    level of service

    93%

    said it was very easy to

    understand information

    96%

    said our staff were very good at

    giving information

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

    Osborne Morris and Morgan Limited is authorised and regulated by the Solicitors Regulation Authority.
    SRA number: 815734
    Company Number: 12622717

    Tim Woolford LLB – Managing Director
    Paul Lockhart – Finance Director
    Sarah Winters – Practice Director

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