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Recent Case Studies

Protecting the Family Home and Savings: John & Christine, an older married couple from Sheffield

John and Christine had been thinking about making a Will for a long time, but never quite got around to it.


Eventually, Christine's worries about what might happen to their home and savings if they went into care got the better of her and having heard something about "using trusts", she got in touch with us.


Over a cuppa and a chat we considered all the "what if" questions that were troubling them and identified a package of work that enabled John and Christine to

  1. Protect their home and savings from being lost to a variety of things that might happen in the future, including possible care costs...

  2. Ensure that their family were legally authorised to look after their financial and health decisions if they were unable to do so themselves.​


As soon as the work was finished a few weeks later, John and Christine both said how easy it had been to do and how much safer they felt knowing they had put this essential protection in place

Appointing Guardians:
Nigel & Emily, a younger married couple from Doncaster

Nigel and Emily have two young children and elderly parents.  They knew that although unlikely, if they were to unexpectedly die together that their parents wouldn’t really be able to look after the children.. and they were worried that if that happened, then their children might be at risk of being placed into care or the foster system.


Luckily, Nigel and Emily also have some good friends and some other family who were willing to look after the children if they weren't around... and pair of Simple Wills allowed Nigel and Emily to appoint these people as their children's legal guardians in the event of their early demise.


As their Wills were signed and witnessed, Emily said "That feels nice, I feel better for doing that, thank you".

Lasting Power of attorney:
A case Study

Following our advice, Andy and Jill opted to put their Lasting Power of Attorneys in place, to make things simpler and easier for their family if either of them lost capacity.


“Mum and Dad set up their Lasting Power of Attorneys when they were fit, healthy and able to make decisions for themselves.  This seemed sensible of course, but I had no idea just how valuable they would actually be, as I only imagined they might be helpful if either of them suffered from dementia one day far in the future.

Just a few months later, out of the blue, Dad suffered a stroke which left him incapacitated, physically and mentally..  it was overwhelming trying to deal with the affects it had on him and the family.


It was very challenging but at least we had the Lasting Power of Attorney documents to hand and were able to deal with practical things like his money, bank accounts and tax.  Being legally empowered so we could organise the care he needed was a great relief.  The LPAs helped us feel more in control and we were able to make sure all Dad’s needs were met and his affairs dealt with.

I can’t imagine how awful it would have been to have had the delay of going through the courts to do these things.. let alone what that would have cost us to do so.”


Steph, daughter of Andy and Jill.

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