Blog: Case-study

Following the loss of their father, brother and sister David and Laura were appointed as Executors of his estate. While coping with their bereavement, they quickly realised that administering the estate involved far more than they...

Many people focus their planning on what happens when they die, ensuring they have a Will in place and that their loved ones are looked after. However, planning for what happens if you are unable to make decisions for yourself...

A married couple approached Soteria Estate Planning to review the Wills they had put in place through a workplace benefits scheme several years earlier. Having been reassured at the time that their estate planning was "taken care...

A retired couple needed assistance putting important legal documents in place, including their Wills, a Trust, and Lasting Powers of Attorney. However, as they did not use email or computers, they found the process of organising...

A working professional facing a terminal illness wanted to ensure her affairs were in order but felt overwhelmed and uncertain about the process. With so much already on her mind, she needed clear guidance, reassurance, and a...

A client wanted to put important plans in place for the future but faced a significant challenge. Due to mobility issues, travelling to appointments was difficult and often uncomfortable, making it harder for them to access the...

A couple approached us wanting to put Lasting Powers of Attorney (LPAs) in place as quickly as possible. They understood the importance of having arrangements in place should either of them lose the ability to make decisions for...

A gentleman in his 50s was unexpectedly diagnosed with stage IV cancer. With an unclear life expectancy and the effects of his first round of chemotherapy weighing heavily on him, he urgently needed to prepare wills for himself...

A married couple with three children (14, 16, and 21) faced a unique challenge. Mr had an estranged son, aged 36, with whom he had no contact since separating from his ex-partner. The son was not financially dependent, and Mr was...

Mr. and Mrs. had three children, one of whom had special needs. This child lives in residential care, receives benefits, and will never be able to live independently or manage their finances. They wanted to make financial...