SECURE YOUR FUTURE NOW

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.

OUR PRODUCTS AND SERVICES

At Jacobs & Jacobs Wills, 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 with our online, digital service at a time that suits you.
We offer a range of products and services which include:
  • ASSET PROTECTION TRUSTS

    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.

  • FAMILY PROTECTION TRUSTS

    A family protection trust is a method you can use to ring-fence your assets from taxation, care fees, and other risks to your estate. This increases the amount you can pass on to your loved ones and family members.

  • PROTECTIVE PROPERTY TRUSTS

    This is a trust you put in your will so that the surviving spouse can continue living in your property, but the deceased’s share of the property is kept separate. Usually couples have a 50/50 share.

  • PROBATE ADVICE

    Jacobs & Jacobs Wills and Estate Planners, offers advice and help on all aspects of probate, from explaining documentation and obtaining details of assets to registration of probate and drawing up final estate accounts.

  • SETTING UP A DISCRETIONARY TRUST

    A Discretionary Trust allows you to put some or all of your Estate into a Trust, which can then be distributed to all or any of your beneficiaries by your appointed Trustees when they feel it is appropriate.

  • ARRANGING THE SET UP OF A PILOT TRUST

    The term 'pilot trust' is generally used to describe a lifetime settlement created with a nominal sum with the intention that substantial amounts are added to it at a later stage, usually following the death of the settlor.

  • SAVING ON 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.

  • LASTING POWER OF ATTORNEY

    Nobody likes to think about losing the ability to manage their own affairs, but it is important to put arrangements in place should that happen. Powers of Attorney gives someone you trust the ability to make decisions on your behalf.

  • CONVERTING TO 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.

  • ARRANGING PROPERTY CONVEYANCING

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

  • WILL & 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.

  • PRE-PAID FUNERAL PLANS

    We offer a wide selection of plans to suit every budget. This means that you will have peace of mind that your wishes are carried out and your family will have none of the financial worries associated with funeral arrangements, as costs will have been paid in advance.

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

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