Jacobs & Jacobs - Wills and Estate Planning Secure Your Future Now

WHO WE ARE

WHAT WE OFFER

WHO WE SERVE

HONEY PRO

WE ARE AN INDEPENDENT, FAMILY RUN FIRM BASED IN THE WEST MIDLANDS

We specialise in Asset Protection, Will Writing, Probate and Funeral Planning.
We believe that with effective planning, your estate and assets can be shared amongst your loved ones according to your wishes. Writing a Will, also ensures that your family are provided for in the most tax-efficient ways.

We work with Honey Pro, an online platform, to help you gain access and ease of planning and preparing all your legal needs.

Learn more about what we offer and start your online estate planning today and get your
FREE personalised report.

OUR PRODUCTS AND SERVICES

At Jacobs & Jacobs Wills and Estate Planning, we value our clients and take pride in offering you a professional and personalised service. Your Will, can be prepared in the comfort of your own home or through our online digital service at a time that suits you.

We offer a range of products and services which include:

PROBATE

Probate is the legal right to deal with someone's property, money and possessions when they die. If the person who died left a will, this explains what should happen to their estate.

INHERITANCE TAX

Inheritance tax is a tax on the 'estate' of someone who's passed away. How much you pay depends on the value of the deceased's estate – which is valued based on their assets, minus any debts.

Using a trust can give you peace of mind that your chosen beneficiaries will inherit from your estate. The benefits can include reducing the care fees payable to the local authority and have tax advantages.

DOCUMENT STORAGE

If your Will were to be damaged in any way, the courts could declare the Will invalid. We offer safe and secure storage of your legal documentation in both digital or paper form.

TENANTS IN COMMON

Tenants in common is a term used when two or more people have a share in a property – as in spouses or civil partners – but as separate owners entitled to their own share of the property.

PROPERTY CONVEYANCE

We work with a team of legal experts who will prepare legal documents for a property sale, remortgage or lease extension, and transferring legal ownership if the property is being sold.

FINANCIAL PLANNING

We work with a team of independent financial planners who will help you plan for changes in your income, pensions, insurance, savings and investments. Need help. Contact Us.

LASTING POWER OF ATTORNEY

Nobody likes to think about losing the ability to manage their own affairs. Powers of Attorney gives someone you trust the ability to make decisions on your behalf.

Start Your Online Estate Planning Today

And get your FREE personalised report

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WHO WE SERVE

WE ARE HERE TO HELP YOU PLAN AHEAD
FOR YOU AND YOUR FAMILY

HOMEOWNERS

Making a Will is especially important for Homeowners. Your Will, let’s you decide what happens to your money, property and possessions after your death.

FAMILIES

Your Will, allows you to put in place all the necessary protection and arrangements for your children and estate should one or both parents pass away.

BUSINESS OWNERS

In order to build the correct succession plan for you and your business, your Will, helps to ensure that the business continues to be run successfully in the event that you should die.

HEAR WHAT OUR CLIENTS HAVE TO SAY

I recommended Steve to a family member for his Power of Attorney services. I received great feedback about his services and prices. Steve provided a comprehensive outline of his services. He allowed the family time to make a decision without any pressure which they really appreciated. Jacobs & Jacobs were competitively priced against the other providers that they looked at. Best all, the family found him to be warm and sensitive. I would recommend Steve and Jacobs & Jacobs with confidence.
Many Thanks,

NICKY PAUL

Jacobs and Jacobs Wills and Estate Planners were instrumental in guiding us and advising us in completing the documentation required to provide our mum with Lasting Power of Attorney. The information provided allowed us to make a well-informed decision suitable for mum and easily managed by the family.
Regards

ROY SHERMAN

We’ve found them to provide a friendly, reliable, honest and trustworthy service. Highly recommended.

Mr Michael M

Jacobs and Jacobs are a first rate service provider. I have no hesitation in recommending their service to the wider public. Genuinely satisfied with their services, professionalism and the personal touch they include.

Mr Paul Stewart

I would like to take this opportunity to say thank you for the high quality of service offered by Jacobs & Jacobs. Our family is highly impressed with the company’s professionalism, sensitivity and clarity of information received from the onset. Jacobs & Jacobs’ warm, friendly approach left us feeling relaxed and confident with the service provided. We are sure to recommend you to our family and friends.

For the time that I have known Steve he has always supplied real world and professional advice on subjects ranging from my own will through to power of attorney cases. Whether it is straight forward advice or a complete end to end service that you are looking I would highly recommend you give Steve and his team a call.

Mr Brian Hilman-Hurst

We finally have our wills in place. Thank you to Jacobs & Jacobs, we know that we have taken the right steps to secure our daughters inheritance. Steve is a professional who helped ease our minds. Thank you!

Mr & Mrs Kirrage

CONTACT US

ARE YOU READY TO WRITE YOUR WILL?

Jacobs & Jacobs Wills and Estate Planning, strives to provide all our contacts with the best possible service.

Have any further Questions?

Our team are members of the Society of Will Writers, and are fully equipped to answer all your enquiries.

We can provide a personal home-based service (following the Government Guidelines due to COVID-19), as we cover England and Wales.

Interested in learning more about our Services? Please complete the Contact Form below and our team will be in contact with you to discuss your needs and help you make the best decisions for you and your loved ones.

Registered Office

Grosvenor House, 11 St Paul’s Square, Birmingham, B3 1RB

Contact

Tel: 07931 991 717

Email: info@jacobsandjacobswills.co.uk

PLEASE COMPLETE THE FORM BELOW

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