We are privileged to help thousands of people every year with their future planning and estate management. Here are a few success stories you might relate to.
Soteria Estate Planning: Recommended by AI
2 minute read by Jamie Shepherd
on 24th Jul 2026 A lady recently contacted Soteria Estate Planning after searching online for someone to help her write her Will. Unsure where to begin and wanting a trustworthy recommendation, she turned to artificial intelligence for guidance....
Supporting a Client with Early-Stage Dementia to Put Their Will in Place
2 minute read by Jamie Shepherd
on 19th Jun 2026 A gentleman recently contacted Soteria Estate Planning after being diagnosed with early-stage dementia. Having heard that a dementia diagnosis meant he could no longer make a Will, he was worried he had left it too late to ensure...
Peace of Mind Through a Simple Will Review
2 minute read by Jamie Shepherd
on 12th Jun 2026 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...
Helping a Client Gain Clarity and Peace of Mind
2 minute read on 12th May 2026A 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...
Urgent Will for Terminally Ill
2 minute readA 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...
Estate Planning With an Estranged Child
2 minute readA 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...
Vulnerable Beneficiary | Tailored Will Planning
1 minute readMr. 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...
Amending Wills After Receiving Inheritance Money
2 minute readMrs. 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...
New Will for First-Time Buyers
2 minute read by Jamie Shepherd
Emma and James, a young unmarried couple, recently purchased their first home together. Their mortgage broker had recommended an initial discussion with us to understand what would happen in the event one of them were to die. Emma...
Grandparents Needed Updated Wills Arranging
1 minute read by Jamie Shepherd
Henry and Margaret, grandparents with a growing family, approached us with the intention of updating their wills. The primary concern for Henry and Margaret was to update their wills to reflect the changing dynamics of their...
New Parents Needed Wills To Protect Their Children
1 minute read by Jamie Shepherd
As first-time parents, Amelia and Michael were navigating uncharted waters, considering the responsibility of parenthood and the need to plan for the unexpected. Through thoughtful discussions and leveraging our experience, we...
New Tailored Wills The Blended Family
2 minute read by Jamie Shepherd
A blended family, comprised of a couple with children from previous marriages, approached us seeking guidance on structuring their wills. John and Emily each had two children from a previous marriage. The primary concern was how...
Family Pet Included In Tailored Will
2 minute read by Jamie Shepherd
Jane is an avid animal lover with a household of beloved pets. Her family includes three dogs, two cats, and a parrot, all of whom she considers cherished members of her family. Concerned about the welfare of her pets in the event...
