Make Sure You Get It Right – Have A ‘Legal Affairs Audit’!

• Are you considering making a ‘lump sum’ gift?
• Do you have (or are you likely to have) any children or other financial dependents?
• Do you own a property or are you contemplating purchasing a property?
• Do you own a business or are you contemplating establishing a business?
• Are you a director of a company or a trustee of a trust?
• Have you experienced a relationship breakdown?
• Do you have ‘separate property’ (ie. personal assets & inheritances) you want to quarantine & protect against any future ‘relationship property’ claims?
• Have any of your children entered into (or are about to enter into) a ‘dubious relationship’?

If you have answered yes to any of these questions, then we suggest that you take yourself in for a full legal overhaul. Here at legal planit we are able to complete comprehensive in depth review of your legal affairs (including your existing personal estate planning arrangements).

One of our legal professionals will meet with you (after some preliminary questions & preparations) and will take you step-by-step through our ‘Legal Affairs Audit’ process.

Following that meeting, we will provide you with a comprehensive ‘Legal Affairs Audit’ report, which will detail & highlight the problems, risks & shortcomings identified by us in your legal affairs.

After you have had an opportunity to consider that report, we will then provide you with our ‘solution options’ to overcome each of the identified deficiencies, and our recommendations.

We would be happy to discuss the ‘Legal Affairs Audit’ service and its benefits with you in more depth. Give us a call on 04 970 3600.