Products

Our range of estate planning products

Templar Estate Planning, based in Caversham Reading, Berkshire, offers a comprehensive and competitively priced range of estate planning services and products.

Wills

  • Standard Will – includes document commentary
  • Mirror Wills- includes document commentary
  • Will with Distribution to Pilot Trust(s) – includes document commentary

Our Wills can cover all circumstances and requirements including:

  • Agricultural Clause within the Will
  • Business Clause within the Will
  • European Property – Covered by UK Law
  • In Anticipation of Marriage Clause
  • Gift of Property Clause within the Will
  • Charity Clause within the Will

Pilot Trusts

We establish pilot trusts to match your estate planning requirements.

Trusts settled by a Will

  • Family Trust +
  • Family Interest in Possession Trust
  • Family Probate Preservation Plus Trust (PPPT)
  • Family Investment Probate Trust
  • Family Property Probate Trust (Investment Properties ONLY)
  • Family Business Trust +
    •  Business Clause within the Will
  • Family Agricultural Trust +
    • · Agricultural Clause within the Will

Trusts NOT settled by a Will and Associated Documents

  • Family Probate Preservation Plus Trust (PPPT)
  • Family Gift Trust
    • · Declaration of Trust (other assets – historical)
    • · Declaration of Trust (other assets)
  • Family Disabled Trust
  • Family Holdover Gift Trust (CGT Holdover)
  • Family Personal Injury Trust
  • Family Pension Death Benefits Trust +
    • · Nomination of Pension Death Benefits
  • Family Investment Probate Trust
    • · Deed of Assignment (Investment Bond)
    • · Investment Trust Bank Account
  • Family Life Assurance Trust +
    • · Deed of Assignment (Life Assurance)

Life Assurance Trusts

  • Family Life Assurance Trust +
  • Family Joint Life Assurance Trust
  • Deed of Assignment (Life Assurance)
  • Declaration of Trust (Life Assurance)

External Life Assurance Trusts

  • Life Assurance Trust Analysis ET (Summary)
  • Life Assurance Trust Analysis ET (Full Client Report)

Trusts within the ‘Standard Will’

  • Standard Will
  • Nil Rate Band Discretionary Trust within the Will
  • Children’s Trust within the Will
  • Disabled Discretionary Trust within the Will
  • Life Interest in Property Trust (Right to Reside/Life Interest/Protective Property Trust)

Lasting Powers of Attorney and Deputyship

England and Wales

  • LPA – Health & Welfare incl Registration documents
  • LPA – Property & Financial incl Registration documents
  • LPA – Deed of Revocation
  • General Power of Attorney
  • Court of Protection Deputyship Application
  • Advanced Decision
  • LPA – Registration
  • EPA – Registration

Northern Ireland

  • Enduring Power of Attorney (Northern Ireland)
  • EPA – Registration
  • EPA – Deed of Revocation
  • General Power of Attorney

Scotland

  • POA – Continuing Financial incl Registration documents
  • POA – Welfare incl Registration documents
  • POA – Joint Continuing Financial & Welfare incl Registration documents
  • POA – Registration
  • General Power of Attorney

Property Services & Conveyancing

  • Conveyance – England & Wales
  • Conveyance – Northern Ireland
    Conveyance – Scotland
  • Severance of Tenancy Service (Mutual)
  • Severance of Tenancy Service (Non Mutual)
  • Trust of Land (Historical)
  • Declaration of Trust (Land)
  • House Purchase Conveyancing
  • House Sale Conveyancing
  • Land Registry Search

Deed of Variation & Related Products

  • Deed of Variation
  • Family Trust (DOV)
  • Family IIP Trust (DOV)
  • Trust Bank Account
  • Loan Document (Trust to Individual)
  • Deed of Assignment (Investment Bond)
  • Conveyance – England & Wales
  • Conveyance – Northern Ireland
  • Conveyance – Scotland

Cross Option Agreement

Cross Option Agreement

Estate planning reports

  • Offshore Report
  • Onshore Report

Other Products

  • Change of Name Deed
  • Parental Responsibility
  • Care Home Assessment Matter

Additional Services

  • Document Checking Service
  • Document Storage Service
Reason to have an LPA
not married
Will evaluation service

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