Peace of mind starts with a plan
Welcome to The Legacy Expert - your trusted guide to Later Life Planning in the UK.
You can read our latest articles below, or explore the Contents page to find out more about wills, probate, care, funerals and more.
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Latest Articles
Am I too old to be an organ donor?
“This may sound odd, but I’ve been thinking a lot about organ donation. I’ve always felt like it’s something I want to do when I pass away, though I’ve never put anything in writing. But do I need to register somewhere? Can I choose what I donate? Am I too old at 68? My wife thinks I’m being morbid!”
Can a trust protect my assets if I go into care?
“I have a grown-up son and a granddaughter, and I want to make sure my assets are protected if I go into care. A friend mentioned setting up a trust, but I don’t know anything about them. How do trusts work? Are they useful for people like me?”
Is Over-50s life insurance right for me?
“I recently started looking into life insurance, and came across several ‘Over-50s’ plans online. I’m in my 60s and have a few medical conditions, so is this a good option for me? I just want to make sure my funeral is covered, and maybe leave something behind for my grandchildren.”
What is a lasting power of attorney and how do I set one up?
“My health hasn’t been great recently, and my daughter keeps telling me to set up a lasting power of attorney. However I’m not sure what that actually means, and I definitely don’t want to give up control of my life yet. Could you give me a bit of basic information about it?”
How do I plan a funeral and how much will it cost?
“I’m 67 and recently widowed. I want to start planning my funeral because I don’t want my children to have to deal with everything when the time comes. I’ve no idea what the costs are or what I need to decide in advance. What’s involved in planning a funeral and how much is it going to cost?”
How do I write a will and what should I include?
“I’m 58, with two grown-up daughters and a stepson with my partner. I’ve been meaning to write a will for years but keep putting it off because I’m not sure where to start. I’ve got a house, some savings, and a few personal items I’d like to pass on. My kids have suggested writing it myself to save money, but that sounds complicated. Any suggestions?”
What’s the best way to start getting my affairs in order?
"I’m turning 65 next month and I want to get my affairs in order, but I don’t know where to begin! I haven’t updated my will for years or saved money for my funeral, and it all seems a bit daunting. I’m not sure my family really know what to do either. Can you help me make a start?”