Services – Sterling Heirs

Comprehensive Inheritance Planning Services

Explore our expert guidance in wills, trusts, and estate planning crafted to empower your financial legacy.

Will Preparation Assistance

We help you create clear and legally sound wills to ensure your wishes are honored precisely.

Trust Establishment Guidance

Our experts assist in setting up trusts that protect your assets and benefit your heirs securely.

Estate Planning Consultation

Personalized advice to structure your estate efficiently, minimizing taxes and complications.

Discover Our Comprehensive Services

This section provides detailed information on will, trust, and inheritance planning services, helping you understand how we support your estate planning needs.

Will Preparation Guidance

Expert advice to create legally sound wills tailored to your unique circumstances.

Trust Establishment Support

Comprehensive assistance in setting up trusts that protect your assets and beneficiaries.

Inheritance Planning Consultation

Personalized strategies to ensure a smooth transfer of your estate to your heirs.

Addressing Critical Challenges in Will and Trust Planning

Explore key inheritance planning challenges and discover how Sterling Heirs offers expert guidance to navigate each with confidence.

Comprehensive Will Preparation Guidance

Detailed insights on crafting wills that reflect your wishes clearly, ensuring a smooth transfer of assets without disputes.

Trust Establishment and Management

Expert advice on creating and managing trusts to protect your legacy and provide for beneficiaries effectively.

Inheritance Tax Planning Strategies

Strategies to minimize tax burdens through careful planning, preserving more of your estate for your heirs.

Legal Updates and Compliance

Stay informed on evolving laws and regulations with guidance that helps you maintain compliant and up-to-date estate plans.

Power of Attorney Service

Our Power of Attorney service allows you to appoint a trusted person to make decisions on your behalf in case you are unable to do so. Whether it’s for financial matters, legal issues, or healthcare decisions, we provide expert guidance to ensure your wishes are clearly documented and legally binding.

What We Offer:

Consultation to determine the type of Power of Attorney that suits your needs
Preparation and drafting of Power of Attorney documents
Legal advice on the scope and limitations of the authority granted
Assistance with notarization and witnessing requirements
Support in updating or revoking existing Power of Attorney documents

What is a lasting power of attorney?

There may come a point in your life when you begin to think about how your ability to make certain decisions is impacting you or may impact you in future. As a result, you might have heard of the option to appoint an attorney, but what does “power of attorney” mean exactly?

Strictly speaking, a power of attorney is a document in which one person, known as the ‘donor’, gives another person, known as the ‘attorney’, the power to act on his or her behalf and in his or her name and best interest.

A power of attorney comes in handy when you’re no longer able to make decisions on your own, or you choose not to. Legally, your family members don’t automatically have the right to take on this responsibility on your behalf, so you’ll need to appoint someone using a formal power of attorney document.

What rights does a lasting power of attorney have?

There are two powers which you may give: ordinary or lasting powers.

Ordinary powers are general or specific powers allowing your attorney to deal with things on your behalf while you still have mental capacity, limited to your property and/or financial affairs.

A lasting power of attorney (LPA) gives the attorney the responsibility and permission to act on behalf of an individual in the event that they lose mental capacity. There are two types:

Health and welfare: the attorney can decide matters such as medical care, accommodation, daily routine and giving or refusing consent to life-sustaining treatments.
Property and financial affairs: the attorney will have the authority to manage bank accounts, deal with benefits and pensions, pay bills or buy and/or sell property.

Who should I appoint as lasting power of attorney?

It’s up to you who you choose to appoint as your attorney; however, choosing a power of attorney should be based on who you can trust. This could be your friend, spouse, partner, or another family member who is over the age of 18 and has mental capacity to make their own decisions. For financial decisions, it could also be a solicitor.

When choosing an attorney, you may wish to consider the following: whether they are willing and comfortable to act on your behalf; how the individual handles their own finances; which decisions you would feel comfortable trusting them with; and whether you and the individual share the same beliefs and principles. You may choose to appoint more than one attorney. They can either work together or separately when making decisions. You can specify who does what and how they must do it—either jointly or jointly and severally. You can also name substitute attorneys if you wish.

“Jointly” means they must make decisions together on all matters they’ve been appointed for.
“Jointly and severally” means you may opt for them to work together on certain matters and separately on others.

Why Choose Us?

It’s not uncommon for questions to arise, such as: “what can a power of attorney do, what does it mean to have power of attorney, when should you get a power of attorney, and what is the role of a power of attorney?”

The right answers aren’t always available online, especially those that are suited to your specific circumstances. To avoid errors and to ensure you receive the most accurate information, it’s best to seek legal advice before making a decision from a lasting power of attorney solicitor.

If you’re worried about one day losing the mental capacity to make your own decisions, make sure you’ve got an LPA in place. Our expert lasting power of attorney solicitors can help you further understand what responsibilities and conditions come with appointing an attorney.