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Coronavirus - Help us to help you

From Monday 12 April 2021, our branch opening hours will be: Monday to Friday 9am – 3pm and Saturday 9am to 12pm.  Branch telephones will be open Monday to Friday 9am to 4.30pm.

Our telephone opening hours at Principal Office are 9am – 6pm Monday to Friday and 9am to 12pm on Saturdays.

Please note visitors to our branches and Principal Office will be required to wear a face covering.

Thank you for your cooperation

 

Estate Planning Services

melton estate planning services

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 Legal Services, to provide our customers with an expert estate planning service.  We chose to work with Co-op Legal Services because they’re part of the Co-op Group, one of the UK’s largest mutual businesses.

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 please visit the Co-op Legal Services Resource Hub.  Here you will find lots of useful information and tools, for example, in the Estate Planning section you can learn about the different types of Will there are and why you need to consider making an LPA. In the Probate section we explain what you need to be aware of if dealing with an estate and explains how we can help. You can then refer yourself to Co-op Legal Services via the ‘Contact us Today’ button if you want to speak to us.  To visit the Co-op Resource Hub please click here

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

The Melton is an introducer to Co-op Legal Services.

Co-op Legal Services 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.

 

Get In Touch

Call one of our friendly advisors on 01664 414141. Opening hours 9am to 6pm Monday to Friday and 9am to 12pm on Saturdays.

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