Estate Advice Group

Estate Planning Made Simple

Whether you need a Will, Trust, Lasting Power of Attorney, Inheritance Tax planning or Equity Release advice, Estate Advice Group helps connect you with the right specialist for your circumstances.

Free Advisor matching service
Specialist Wills, trusts, LPAs and later life advice
Simple One enquiry, no endless searching

You do not have to find the right advisor yourself

Finding The Right Estate Planning Advice Shouldn’t Feel Difficult

Planning for your family, your home and your future can feel overwhelming, especially when you are not sure where to start.

Do you need a basic Will, a Trust, Lasting Powers of Attorney, inheritance tax planning, probate guidance or later-life lending advice? Different advisors specialise in different areas, and not every firm will be right for every situation.

Estate Advice Group removes the guesswork.

Tell us what you are looking to achieve and your enquiry can be shared with suitable advisors from our network. The professionals best placed to help can then contact you directly to discuss your options.

Guided estate planning

One enquiry. Clear next steps.

A simpler route to finding the right estate planning professional for your needs.

How it works

Three Simple Steps To Getting The Advice You Need

01

Tell Us What You Need

Complete a short enquiry and let us know what you need help with, whether that is a Will, Trust, LPA, inheritance tax planning, equity release or general estate planning advice.

02

We Match Your Enquiry

Your enquiry is securely shared with suitable advisors who specialise in the services you require and work in your area where appropriate.

03

Speak To An Advisor

An advisor who believes they are well suited to help can contact you directly, answer your questions and explain the best next steps.

Simple. No endless searching. No obligation.

What we help with

Advice Across Every Stage Of Estate Planning

Every family and estate is different. That is why we work with advisors across a range of specialist areas, so your enquiry can be matched to the right professional.

Wills Trusts Lasting Powers of Attorney Inheritance Tax Planning Equity Release Probate Estate Administration Family Protection Asset Protection Care Fee Planning Business Succession Property & Estate Advice Later Life Planning Blended Family Planning Executor Guidance Not Sure Yet

If you are not sure what type of advice you need, do not worry. Tell us your situation and suitable advisors can help explain your options.

Why people choose Estate Advice Group

One Enquiry. Multiple Experienced Advisors.

No Directory Guesswork

We do not simply hand you a list of firms and expect you to contact them one by one. Submit your enquiry once and suitable professionals can come to you.

Specialist Advisor Network

We work with estate planning professionals who can support people with Wills, Trusts, LPAs, probate, inheritance tax planning and later life advice.

Free To Start

Our matching service is free to use. You decide whether you want to speak with or instruct any advisor who contacts you.

Reassurance

Planning Ahead Is One Of The Most Important Things You Can Do

Many people delay estate planning because they are unsure what they need or who to trust.

But having the right advice in place can protect your family, your home, your wishes and your future.

Whether you are planning ahead, helping parents make arrangements, dealing with an estate, or looking at ways to protect assets, the right advisor can make the process much clearer.

You do not need to know the answer before you enquire. You only need to tell us what you are trying to achieve.

FAQs

Common Questions

How much does the matching service cost?

Our matching service is free. If you choose to proceed with an advisor, they will explain their own fees before any work begins.

How quickly will I hear back?

We aim to make your enquiry available to suitable advisors promptly so that interested professionals can contact you directly.

Will my information be handled confidentially?

Yes. The information you submit is used to help identify suitable estate planning advisors and is handled carefully.

What types of advisors do you work with?

Depending on your needs, you may be connected with professionals who help with Wills, Trusts, LPAs, probate, inheritance tax planning, equity release and later-life advice.

What if I am not sure what I need?

That is completely normal. Tell us what you are trying to achieve and suitable advisors can help you understand your options.

Free Matching Service • Estate Planning Advisors • No Obligation

Ready To Speak To An Advisor?

Whether you are planning ahead, protecting your family or dealing with an existing estate, Estate Advice Group can help connect you with experienced professionals who can explain your options.