About Us

The founders of Marriott Succession Planning are dedicated to becoming the leaders of excellence in the estate planning sector.

The team comprises of seasoned experts, and are committed to providing unparalleled customer care, ensuring that each client’s unique needs are met with the utmost attention and expertise.

With a blend of traditional values and modern solutions, we strive to simplify the complex process of estate planning, making it accessible and understandable for everyone.

Our goal is not just to lead the industry but to redefine it, by setting a new standard for excellence in both service and satisfaction.

About Us

The founders of Marriott Succession Planning are dedicated to becoming the leaders of excellence in the estate planning sector.

The team comprises of seasoned experts, and are committed to providing unparalleled customer care, ensuring that each client’s unique needs are met with the utmost attention and expertise.

With a blend of traditional values and modern solutions, we strive to simplify the complex process of estate planning, making it accessible and understandable for everyone.

Our goal is not just to lead the industry but to redefine it, by setting a new standard for excellence in both service and satisfaction.

Will Writing

We provide expert will writing services that empower you to craft a legally sound and thorough Will. Our professionals will assist you throughout the process, guaranteeing that your assets are distributed in accordance with your specific wishes.

Family Protection Trust

The Family Protection Trust we offer is a legal instrument designed to protect your assets and offer financial security for your loved ones following your demise. Through the establishment of this trust, you can guarantee that your assets are distributed in accordance with your specified wishes, shield them from inheritance tax, and minimise the likelihood of potential future claims. This trust also provides a level of privacy and confidentiality, preserving the confidentiality of your family’s financial matters. For a Family Protection Trust tailored to your specific requirements, it is advisable to seek professional guidance and thereby ensure the security of your family’s future.

Lasting Power of Attorney

A Lasting Power of Attorney (LPA) is a legal document that allows you to appoint someone you trust to make decisions on your behalf if you become unable to do so in the future. With an LPA, you can choose someone to manage your financial affairs or make decisions about your health and welfare when you are no longer capable of doing so. It provides you with peace of mind knowing that your interests and well-being will be protected by a designated individual. Creating an LPA is an important step in planning for the future and ensuring that your wishes are respected.

Property Protection Trust

A Property Protection Trust safeguards a partner’s share of a property (usually the family home) within a trust, ensuring it ultimately passes to chosen beneficiaries such as the husband, wife or children. It protects this share from being used for the surviving partner’s expenses, such as care costs, and prevents it from inadvertently benefitting others outside the immediate family, for instance, new spouses.

At Marriott Succession Planning, we take great pride in providing outstanding customer service.

Our commitment to open communication, transparency, and integrity permeates every step of the process. Putting our clients’ needs at the forefront, we endeavour to establish enduring relationships built on trust and dependability.

Embark on the initial steps toward securing your family’s future by reaching out to us today. Our devoted team is prepared to assist you in crafting a legally robust will and delivering comprehensive estate planning solutions tailored to your preferences. Rely on us to navigate the intricacies of Will writing, ensuring the protection of your assets and the well-being of your loved ones.