About us
Templar Estate Planning – Will Writers and Estate Planners in Caversham, Reading.
We are your local Will writers and Estate Planners. We offer professional, tailor-made solutions for your Will and estate planning needs – we like to think that we are very approachable and will always take the time to explain and make you comfortable throughout the process.
Based in Caversham, Reading, we directly serve all areas in and around Reading and South Oxfordshire – and with us all getting used to video calling and meetings we are delighted to be able to deliver our services wherever you are in the UK!
We offer you a free consultation to help fully assess and understand what type of Will and estate planning you might need. These consultations are at your convenience, we are not bound by office hours so if you want to talk in the evening then that is when we will talk with you!
We offer a number of options for our consultations as required; they can take place in our office, at your home (or another convenient place), or initially over the phone. The choice is yours.
Please note our office is both wheelchair friendly and accessible for people with limited mobility, find out more here.
Templar Estate Planning – Caversham Reading Berkshire
Why choose us
Planning for the future – your Will, your Power of Attorney, how you want things handled if the worst happens isn’t something you want to hand over to a stranger on the other end of a phone, or a faceless online form. It deserves a proper conversation; with people you can trust. That’s exactly what we offer.
A local team, not a national portal
We’re based right here in Caversham, and unlike many of the online-only Will-writing services that have sprung up in recent years, we have an actual office you can visit. You can sit down with us face-to-face, ask questions, and get straight answers — not be passed between departments or left waiting on hold. We’re proud to be part of this community, and many of our clients come to us through recommendations from neighbours, friends, and family who’ve been through the process with us themselves.
We also believe estate planning shouldn’t feel intimidating. You won’t find stuffy offices or confusing legal jargon here. We explain everything in plain English, at a pace that suits you, and we never use scare tactics to rush a decision. Our goal is simple: you should leave every conversation with us feeling like you properly understood your options – not more confused than when you arrived.
Planning that fits together, not just paperwork
A Will on its own is a good start, but it’s rarely the whole picture. Power of Attorney, Trusts, and wider estate planning all interact with one another and when they’re arranged separately, through separate firms, gaps and inconsistencies can creep in. We look at your whole situation and make sure everything works together as one coherent plan, rather than a stack of disconnected documents.
A relationship, not a one-off transaction
We know these can be difficult, personal conversations about family, and what happens to the people you love. We handle them with care and patience, never with pressure. But just as importantly, our relationship with you doesn’t end the moment you sign your documents. Life moves on: you might get married, move house, welcome a new grandchild, or simply want to check your plan still reflects your wishes. We’re here for all of it, making sure your estate plan evolves alongside your life not something that gets filed away and forgotten.
Experienced, local, and genuinely on your side – that’s the difference of working with a team that’s still here, long after the paperwork is done.
Will writing and estate planning services offered
We offer a full range of Will writing and Estate Planning services, including.
- Will writing and evaluation
- Lasting Powers of Attorney
- Asset protection
- Trust formation and management
- Bloodline planning
- Professional executor service
- Professional probate service
- Inheritance tax mitigation
- Long term care fee planning
- Property conveyancing
- Funeral planning
Need some work carrying out that is not listed here?
Thinking about getting a Will and looking at other Estate Planning can be daunting. Part of our mission is to make the process as easy and comfortable for you as possible. We will listen to your needs, then provide you with recommended services and products bespoke to you. We will explain to you in simple language what they are and how they will deliver on your needs. We aim to make providing valid and robust Wills as well as more sophisticated estate planning accessible and easy to understand.
Templar Estate Planning can provide any service in respect of estate planning and assets protection. So, whether you need a simple Will, advice on protecting your home from care fee costs or have more complex issues, including agricultural assets or mitigating inheritance tax, we can provide you with the perfect solution to achieve your goals.
All our products and services are competitively priced, yet are still tailor-made to suit your personal needs.
Our office is step free and wheelchair accessible – find out more here.
STEP Affiliate
David Robinson, Director of Templar Estate Planning, is a STEP affiliate member.
The Society of Trust and Estate Practitioners (STEP) is the worldwide professional body that promotes the highest professional standards and education for its members.
Templar Estate Planning at all times abides by the Codes of Conduct and the STEP Standard Provisions of Best Practice to deliver you the best possible Will and Estate Planning services.
Secure your future, book a free consultation today.
We can meet in person at our office in Caversham, in your home, via telephone or video call.
Our reviews
View Trustpilot here – 85 Reviews – 4.9 excellent rating – (as of 09/09/2026)
Rating
We had an excellent experience with Templar Estate Planning. They prepared the Lasting Power of Attorney application for my father and made the whole process straightforward and easy to understand.The team were professional, helpful and patient throughout, taking the time to explain everything clearly and answer any questions we had. We felt well looked after and confident that everything was completed correctly.I would happily recommend their services to anyone looking for professional and reliable estate planning advice.
Dave took all the stress out of setting up our wills and LPAs. He clearly knows his stuff and nothing was too much trouble for him. I thoroughly recommend him
Dave guided me through my first will and made it very simple - highly recommend
We recently needed to update our Wills and POAs. David at Templar Estate Planning in Caversham was recommended to us and we weren’t disappointed. David was excellent in sorting out both requirements , explaining everything clearly and making sure that we understood the whole process. He was very patient and answered all our questions with great care and understanding. The whole experience was positive and stress free. We have no hesitation in recommending David highly and he will definitely be our first port of call should we need any help and advice in the future
Templar have been very easy to deal with, they’ve been very knowledgable and outlined all our options in a very easy to understand manner. They’ve been very helpful in guiding me to the right will and explaining complications and pitfalls.I have recommended to all my friends and family and if you’re looking for assistance in any estate planning that you speak to them.
Excellent service from Templar Estate Planning from start to finish. David explained in detail too my son and myself in filling in the Power of Attorney forms. Would certainly use again if needed.
We have used Templar for our own estate planning and were given excellent service and advise, we recommended it to other members of our family who have since used them and also received the same level of friendly service with no pressure, would highly recommend
David was very understanding of the situation we were faced with and we couldn’t fault his knowledge or customer service in helping us. Many thanks and won’t hesitate in recommending you to friends and family.
I recently used Templar Estate Planning to create my will, and I couldn’t be happier with the experience. From the first consultation to the final signing, everything was handled with professionalism, care, and a genuine understanding of my needs. They explained every detail clearly and made the whole process straightforward and stress-free.They were patient with my questions, offered helpful advice, and ensured my wishes were fully captured in the will. It’s such a relief to have this important task sorted, and I really appreciate how smooth and personal the service was.I’d highly recommend Templar Estate Planning to anyone looking for trusted, expert help with estate planning.