Estate Planning Helpline

In house Experts in every department

Our Trust and Estate planning experts consist of 6 full members of STEP (Society of Trust and Estate Practitioners), 2 in house solicitors, a qualified lawyer, non practising solicitor, licensed conveyancer and 7 other legally qualified staff including STEP affiliates. All of our legal staff are on hand to discuss your cases, should you need them.  

Access to our legal professionals

Confused about how to deal with more complex clients?

For those clients who have more complex requirements, our Estate Planning help team have the relevant expertise to assist with all sorts of issues.

Here to help

Countrywide members have exclusive access to our Estate Planning helpline via phone or email. Our dedicated team of experts provide full technical advice to assist with the drafting of all Wills, Trusts, and estate planning strategies.

Estate Planning services

  • Document Drafting Advice Service. 
  • Recommendations based on client assets within 24 hours of receiving the client's Finance Sheet.
  • Will Review Service - a report on the client's existing Wills and Estate Planning documents detailing what's good, what's bad and where it could be improved. 
  • Easily deals with the argument - "I don't need a Will, I already have one."
  • Full Estate Planning Report for simple Death Planning Solutions or more advanced such as:
    - Any settlement of assets into Trust during the settlors lifetime.
    - Capital Gains Tax and Corporation Tax for business assets.