Blog: Case-study

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 support putting plans in place but had difficulty getting out due to mobility issues. We arranged a home visit so they could move forward comfortably. We took time to explain the choices clearly, answer questions...

A couple wanted to get their Lasting Power of Attorney documents sorted without delay but felt unsure about the decisions involved. We walked them through the options, checked understanding at each step and helped them complete...

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...

Sarah and Mark, a young couple, approached us for a discussion about Lasting Power of Attorney (LPA) discussion. Although commonly associated with the ageing population, throughout our discussion they recognised the critical...

The Smith family, began to notice the challenges their ageing aunt was facing. Recognising the importance of proactively addressing potential future incapacity, the Smiths sought our assistance to explore their options with...

Mrs. Johnson had recently inherited a significant sum of money, and she was seeking guidance on how to structure their Wills to ensure the preservation of these funds for future generations while still allowing the surviving...