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Our Trust and Estate Planning Services

Welcome to the Trust team at OMM

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.

We’re here to help

Our dedicated Trusts team offer specialist legal advice in the areas of Wills and Trusts, Estate Tax Planning, Asset Protection, Incapacity Planning and Charitable Planning.

Our Trust and Estate Planning services include:

  • Personal Injury Compensation – Protect an awarded lump sum and any means-tested state benefits with a Personal Injury Trust.
  • 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 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 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.

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 to schedule a consultation and take the first step toward peace of mind.

Protecting your legacy, one plan at a time

At Osborne Morris & Morgan, we have experience in helping a wide range of individuals arrange their affairs and protect their loved ones.

Secure your future with our experts. We’re here to help you every step of the way. Contact us by emailing info@ommlaw.co.uk or call 01525 378177.

Need to know more:

Find out more:

Personal Injury Trusts

Meet our Trusts team

Aleisha Lee

Catherine Cooke

Senior Solicitor – Head of Private Client Department

   
Claudia Giltrow - Paralegal
Inna Zahorodna - Solicitor
Melissa Bright
Melody
Peter Slaney

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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