Peace of mind starts with a plan
Resources
On this page you’ll find a further selection of reputable sources covering the subjects discussed by The Legacy Expert.
If you can’t find what you’re looking for, feel free to send us a question here!
Wills and Legal
Clear government guidance on what makes a will valid, choosing executors, and legal requirements.
Law Society – Find a Solicitor (Wills & Probate)
Official directory for locating regulated solicitors specialising in wills and estate planning
GOV.UK - Trusts and Taxes Overview
Overview of taxes and types of trust.
Probate and Executors
Official step‑by‑step instructions for applying for probate online or by post.
GOV.UK – Duties of an Executor
Clear outline of executor responsibilities and legal obligations.
Power of Attorney and Deputyship
GOV.UK – Lasting Power of Attorney (Apply Online)
Official application process for Property & Financial Affairs and Health & Welfare LPAs.
Office of the Public Guardian – LPA Guidance
Detailed guidance, forms, and safeguarding information.
GOV.UK – Court of Protection Deputyship
Official information on becoming a deputy when someone lacks capacity and has no LPA.
Insurance and Finance
Clear explanations of life insurance types and considerations.
Which? – Financial Planning in Later Life
Independent consumer advice on pensions, investments, and financial products.
Pension Wise (via MoneyHelper)
Free, impartial guidance on pension options for over‑50s.
Search a directory of over 27,000 vetted independent advisors
Funerals
Official guidance on arranging funerals, burial, cremation, and legal requirements.
MoneyHelper – Paying for a Funeral
Clear breakdown of costs, options, and financial help.
NHS – What to Do After Someone Dies
Includes funeral steps and practical considerations.
Care and Health
NHS – Social Care and Support Guide
Comprehensive guidance on care options, assessments, and funding.
GOV.UK – Care and Support Statutory Guidance
Official rules and responsibilities for local authorities and care services.
Care Quality Commission (CQC) – Find Care Services
Regulator ratings and reports for care homes and home‑care providers.
Citizens Advice – Getting Social Care
Guidance on assessments, eligibility, and paying for care.
Digital
National Cyber Security Centre – Cyber Security for Individuals
Government guidance on staying safe online, passwords, scams, and devices.
Accessible digital safety advice for older adults.
Guidance on using NHS App, online prescriptions, and digital health tools.
Get Safe Online (UK Government‑backed)
Practical advice on online safety, fraud prevention, and digital hygiene.
Your Legacy
Information on the UK organ donation system and registering preferences.
National Archives – Preserving Personal Records
Guidance on preserving documents, photos, and personal history.
Which? – Passing On Your Digital Assets
Consumer advice on managing digital legacy and online accounts.
Bereavement
UK’s leading bereavement charity offering support, helplines, and resources.
Guidance on grief, mental health, and where to get help.
Official information on Bereavement Support Payment and eligibility.
Some resources on this page link to external organisations. While I only signpost trusted sources, The Legacy Expert is not responsible for the content or policies of third‑party websites.