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