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Protectionhelp Legacy Planning

Process and Fees

Transparent pricing for legacy planning: Fixed fees for will writing and estate services; no upfront fees (commission-based) for financial protection like life insurance, critical illness, and PMI.

Member of the Institute of Professional Willwriters. APS Legal & Associates complies with the Trading Standards Institute Approved IPW Code of Practice.

Our Process

  1. Initial Chat

    Free, no-obligation discussion to understand your needs and goals. We'll explain options in plain English and outline next steps.

  2. Review & Recommendation

    We review your situation and provide clear, tailored recommendations — whether for wills, LPAs, IHT planning, or protection.

  3. Implementation

    Handle the paperwork, forms, and registrations on your behalf (via APS for legal documents). Fixed fees confirmed upfront.

  4. Ongoing Support

    Annual reviews where needed, updates as life changes, and peace of mind that your plans stay current.

Financial Protection Fees

We do not charge a fee for the recommendation and implementation of any protection policy (e.g., inheritance tax planning, whole of life insurance, critical illness, PMI/PHI). However, we are paid a commission from the provider of the plan once it is in place. Details of this will be stated in the policy’s illustration that you will receive prior to proceeding with any recommendation that we make.

Will Writing Fees - Popular

Fixed fees for our will writing services, provided on behalf of APS Legal & Associates Ltd. We confirm all fees in writing before starting work.

Click here for full schedule of will writing charges.