We know how important it is for you to ensure your loved ones are provided for. We also appreciate how confusing estate planning can be, which is why we have teamed up with Co-op Estate Planning, to provide our customers with an expert estate planning service.  We chose to work with Co-op Estate Planning because they’re part of the Co-op Group, the UK’s largest mutual business.

Why make a will?

Making a Will is one of the most important decisions you can make during your lifetime. It makes it easy for your family to deal with your money and other assets (your estate) after you die and means you can:

• Make sure the government doesn’t decide what happens to your assets
• Decide exactly who inherits what
• Appoint guardians for children under 18
• Minimise any Inheritance Tax
• Choose your funeral arrangements
• Make gifts
• Use trusts to help preserve the family’s legacy
• Choose your executor

Other services

• Trusts
• Inheritance Tax Planning
• Lasting Powers of Attorney
• Funeral Plans
• Probate & Estate Administration

How our Estate Planning service works

All appointments with the Estate Planners take place either in the comfort of your own home or in a branch of the Melton.  This initial consultation is free and without obligation and gives you the chance to review any existing plans you may have and talk through your situation and wishes with a professional advisor. After that you can decide whether you wish to use their services.

To find out more, simply pop into your local branch or call the Melton on 01664 414141 to make an appointment.

The Melton is an introducer to Co-op Estate Planning.

Co-op Estate Planning is a trading name for Dovedon Limited.  Registered in England and Wales under Company Number 06077167.  Registered office 1 Angel Square, Manchester M60 0AG.  Co-op Legal Services is authorised and regulated by the Solicitors Regulation Authority and is a member of the Society of Will Writers.