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It's time an estate planner cared about you and your family

Get your personalized exploration session today where we focus on understanding your unique needs and crafting an estate plan that not only protects your assets but also brings peace of mind for you and your family.
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Adrian Rubenstein
Managing Director

It's time for a clear and transparent process for estate planning

Our process is designed to provide you with a sense of security and confidence. From understanding the unique aspects of your life in the discovery session to creating a tailored plan and ensuring its ongoing relevance, we are dedicated to securing your legacy and the well-being of your loved ones.
Step 1: Exploration session
In this initial step, we focus on understanding your unique family dynamic, the size of your estate, and your specific goals. Whether your concerns revolve around fair asset distribution in a blended family, future plans for your business, or other personal aspirations, this session is about getting to know the nuances of your situation. It’s a time for us to listen, learn, and start shaping a plan that reflects your individual needs.
Step 2: Creating your tailored estate plan
This step is a thorough review of the estate plan with you. We ensure that every element of the plan meets your expectations and fully covers your objectives. We consider every aspect - from guardianship of children and care for pets to the handling of business and personal assets. Our goal is to create a comprehensive plan that aligns seamlessly with your wishes and provides for your loved ones effectively. Our approach balances the legal necessities with the emotional dynamics of your family. This step is also about setting the groundwork for future updates, recognizing that life changes and your estate plan may need to evolve accordingly. We’re committed to ensuring that your plan remains relevant and robust, adapting to your life’s journey.
Step 3: Review
This final step involves the detailed designing of wills, trusts, and any other essential documents.  We ensure that your plan not only meets legal standards but also reflects your wishes and family dynamics in a sensitive and thoughtful manner.
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I feel assured that I have, with your help, put my assets in order for when I either die or lose my capacity. Many Many Thanks

P from Notts

It's time to trust a specialist

At the core of our estate planning services, we specialize in areas that directly impact you and your loved ones, offering tailored solutions that bring peace of mind and protect your legacy.

Children's Care and Future

Our specialized planning includes designating guardians for your children under 18, ensuring they are cared for by someone you trust in your absence. We also set up trusts and plan for their education and welfare, providing financial security and fulfilling your aspirations for their future. Without such a plan, the care of your children could become a court decision, leaving their financial and educational plans uncertain.

Home and Real Estate Management

We manage the smooth transfer of your property to your chosen beneficiaries, aiming to minimize legal complexities and optimize tax benefits. This specialised approach prevents family disputes and ensures your home is passed on as you intended. An absence of such planning can lead to your property being tied up in legal processes and disputes.

Blended Family Considerations

Recognizing the complexities of blended families, we provide specialized planning to balance the needs and rights of all family members, including stepchildren and former spouses. Our approach ensures fair and clear distribution of assets, minimizes potential disputes, and respects the dynamics of your family structure. Without careful planning in such situations, there's a heightened risk of misunderstandings and conflicts among family members.

Business Succession and Continuity

Business succession planning is a critical aspect of our services, where we identify suitable successors or prepare for an orderly business transition. This planning preserves your professional legacy and supports the interests of employees and stakeholders. In contrast, the lack of a succession plan can jeopardize the future of your business, leading to operational disruptions or unfavorable outcomes.

Pet Care and Welfare

Recognizing the importance of your furry family members, we include specific provisions for pets in your estate plan. By designating responsible caregivers and allocating funds for maintenance, we ensure your pets continue to receive love and care in a familiar environment. Without these provisions, pets risk ending up in shelters or with unsuitable caregivers.

Savings and Valuables Distribution

Our expertise extends to the detailed management of your savings, investments, and personal valuables. We ensure that your financial assets and cherished possessions are distributed exactly as you wish, thereby reducing tax burdens and preventing legal disputes among heirs. Without this foresight, state laws might dictate asset distribution, possibly against your wishes.

Can't find what you need? Get in touch...

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Hello there! I'm Adrian....

I'm the ower and managing director of It's Time Estate Planning. Our team prides itself on caring for every family we work with. As part of our commitment, each family we assist receives a copy of my book, 'My Final Gift', which serves as a comprehensive guide to everything you need to know when a loved one passes away - from reporting the death to planning the funeral and beyond as well as providing a place to gather all the essential information you're family will need to make it a little easier for them when you pass.

To show you how much we value your trust, I'd like to offer you a copy of 'My Final Gift' for free! Well, almost free - we'll just need your email address and permission to send you a few informative emails.

Sooner or later, you're going to have to make a choice. You can opt for a generic 'free' will that may not fully cover your needs, leaving your family to deal with unforeseen costs when you're gone. Or, you can talk to someone that cares about you and your family and start your estate planning from as little as £149.

If you're ready to discuss estate planning and safeguard your family's future, reach out to us today. We're here to help you make the best decision for your loved ones.
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Get your FREE copy of 'My Final Gift'

Don't miss out on your chance to receive a FREE copy of 'My Final Gift', a comprehensive guide that navigates your family through the complexities of dealing with your death. It's more than just a book; it's a roadmap to peace of mind for you and your loved ones. Just enter your email address below and I'll send you a digital copy straight to your inbox.
  • Step by step guide for your loved ones on what they should do when you pass away
  • Store and share all the details your family will need when you pass away from funeral plans to social media passwords
  • The final gift you can give those you love is making your passing that little bit easier

All I can say is what a fabulous thing that you have created , words can not express how useful this would have been to me 5 years ago when I lost my Roger

S from Derbyshire
Download 'My Final Gift'

Services

Discover how our specialized services in will writing, lasting power of attorney, and trusts can help you effectively manage and protect your legacy, ensuring your wishes are honored and your loved ones are cared for.

Will Writing

Will writing is a vital service where we assist you in creating a legally binding document that specifies how your assets should be distributed after your passing. This process ensures that your wishes are clearly articulated and respected, helping to protect your loved ones and avoid potential disputes.
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Lasting Power of Attorney

Lasting Power of Attorney is a legal arrangement that allows you to appoint a trusted person to make decisions on your behalf, should you become unable to do so in the future. This service covers decisions related to your health and welfare, as well as your financial and property affairs, providing peace of mind that your matters will be handled according to your preferences.
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Trusts

Trusts are a strategic tool for managing your assets, offering a way to control how and when your assets are distributed to beneficiaries. This service can help in tax planning, protecting assets for specific purposes such as education or charity, and ensuring that your legacy is managed according to your precise wishes.
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It's time to take action

"Ah, I'll do it later." Sounds familiar, doesn't it? We're all guilty of occasionally falling into the trap of procrastination. Especially when it comes to matters like estate planning, it's easy to convince ourselves that we've got plenty of time. We'll get to it after our holiday, once the house is redecorated, or after we tick off those countless other tasks on our never-ending to-do list.

For many, this belief holds true. They do have the luxury of time on their side. But here's a sobering truth: not everyone does. For some, tomorrow might not come. And the bitter irony is, none of us knows which group we fall into.

According to the Office for National Statistics, over 16,000 people died from accidents in 2021 alone. Now, imagine if they had put off their estate planning to 'another day'. The harsh reality is, the moment you realise you've left it too late to sort out your estate planning, it's already too late. You're dead.

So, let's stop making excuses and start taking action. It's time to face the uncomfortable truth and take control of our futures. After all, estate planning isn't about death—it’s about ensuring the wellbeing of the ones we leave behind. So let's start that conversation today.
Download 'My Final Gift'
Start a conversation

Start a conversation today!

Start a conversation with us today, we’ll discuss your unique needs and begin crafting an estate plan that truly reflects your wishes and values. Don't wait to make one of the most important decisions for your family's future – start your journey with us now, just fill in your details and we'll be in touch to arrange a time to speak.

Frequently asked questions

Estate planning is the process of arranging how your assets and responsibilities will be managed and distributed, both in your lifetime and after. It's important because it ensures your wishes are respected, protects your loved ones from legal complications, and secures the future of your children, pets, and assets.

In our exploration session, we have a relaxed, informative discussion to understand your family dynamics, the size of your estate, and your specific goals. This initial step is crucial in shaping a personalized estate plan that reflects your unique needs and wishes.

Absolutely. Estate planning for blended families involves careful consideration to balance the needs and rights of all members, ensuring fair distribution of assets and minimizing potential conflicts. It's tailored to respect the unique dynamics of your family structure.

Will writing involves creating a document that outlines how your assets should be distributed after your passing. Setting up a trust, on the other hand, allows you to manage and distribute your assets during your lifetime and beyond, offering more control and potential tax benefits.

A Lasting Power of Attorney (LPA) is important because it ensures someone you trust can make decisions on your behalf if you're unable to do so, covering aspects of your health, welfare, and financial affairs. It's a key tool for safeguarding your interests and maintaining control over your personal and financial matters.

We recommend reviewing and updating your estate plan periodically, especially after major life events like marriage, divorce, birth of a child, or significant changes in financial status. This ensures that your plan remains relevant and aligned with your current circumstances and goals.

My Final Gift

Discover the My Final Gift portal, a secure and innovative way to ensure your final wishes are preserved and accessible to your loved ones. Click below to learn more about how this intuitive platform can simplify and safeguard your estate planning process, offering peace of mind for you and your family.
Learn more
It’s Time Estate Planning Ltd
Dronfield
S18 9EN
Click Here For More Information on the Society of Will Writers
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