Estate Planning – Soteria Trusts

Estate Planning

Get the most out of what you leave behind and make your legacy last!

Are you worried about what will happen to your assets when you die?

You're not alone. Many people don't have a plan in place for their estate, which can lead to all sorts of problems down the road. That's where we come in - we can help you create a plan that will minimize tax liabilities and ensure your beneficiaries receive your assets in the way that you choose.  

There are various options and structures you can choose if you want to pass your assets to a younger generation.  

We know this is a weighty decision, and we want to make sure you have all the information you need to make the right choice for you and your family. We'll take the time to answer all your questions and help you every step of the way.

Contact us today for a free consultation! 

What is Estate Planning?

When most people think of estate planning, they think of Wills. But estate planning is much more than that. It's a process of creating a detailed plan for your assets and deciding who will inherit them after you die, whilst ensuring the lowest tax liabilities. Estate planning may seem like something only for the wealthy, but it is something that everyone should do.  

Estate Planning includes creating a Will, setting up trusts, or other tax-efficient structures and appointing a Power of Attorney.  

These things allow you to make sure your assets go to the people you want them to go to after your death. Without Estate Planning, your loved ones could face a lot of legal hassle and expense in trying to distribute your property, which often ends up in a family conflict. So don't wait - start Estate Planning today! 

Estate Planning Guide

Download Soteria’s Guide to Probate, Wills and Lasting Power of Attorney to get a full overview of the Estate Planning process.



When you think of Estate Planning, what comes to mind? If the thought of estate planning conjures up thoughts of complex legal documents and overwhelming financial decisions, you're not alone. However, estate planning doesn't have to be complicated or expensive. In fact, there are several benefits to implementing an estate plan. Here are just a few:  

Control over your assets 

Estate Planning is one way to take control of your life (through LPAs) and ensure that your wishes are carried out after you're gone (via Will), and that your assets create as little tax liability for your loved one as possible (through IHT Planning). 

Protection from probate  

Probate is the process by which a court oversees the administration of a deceased person's estate. Estate planning can help to avoid probate and ensure that your assets are distributed according to your wishes directly after your passing.

Reduced taxes 

Estate Planning can help reduce the amount of taxes that your loved ones may owe after you die.

Increased security for spouses and children 

If something happens to you, having an estate plan in place can provide security for your spouse or children by ensuring they will still have access to important financial resources. 

Peace of mind 

While no one likes thinking about death, Estate Planning can provide peace of mind in knowing that you've done everything possible to protect yourself and your loved ones ahead of time.



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