About the firm
A focused estate-planning practice
A focused estate-planning practice that does one thing, and does it properly. We help UK families put their affairs in order from start to finish. Wills, lasting powers of attorney, trusts and inheritance-tax planning are prepared in-house by our own specialists, and for the legal side of an estate we work with STEP-qualified practitioners. Everything is explained in plain English, from the first conversation.
Who we are
Simply Estate is an estate-planning firm. We help UK families put their affairs in order, from wills and lasting powers of attorney through to trusts, inheritance-tax planning and probate. It is careful, personal work, and we believe it deserves to be done properly.
We do that work ourselves. You will not be passed along to a call centre or handed off to someone you have never spoken to. The people who plan your estate are the people you deal with, and they stay with you from the first conversation to the last detail.
Our approach
Estate planning is everything we do, and we do all of it ourselves. Wills, Lasting Powers of Attorney, trusts, inheritance-tax planning and the administration of an estate are handled under one roof, by our own planners and the STEP-qualified practitioners we work with. There is no passing you on to a marketplace and no introducer taking a cut. You deal with the people doing the work, from the first conversation to the last signature.
Everything is done remotely, by video and secure e-signing, so your affairs can be put in order from your own home, at a pace that suits you. We agree a fixed fee up front, before any work begins, and we never take commission. That means clear advice, a price you know in advance, and the quiet confidence that what we recommend is shaped by what is right for you and no one else.
Our standards
Your will, LPAs and planning are prepared by experienced estate-planning specialists, the firm's own planners who do this work every day. For the legal and probate side of an estate, we work with STEP-qualified practitioners (members of the Society of Trust and Estate Practitioners), so the more technical matters are handled by people who hold the appropriate qualifications. The work stays in-house, and you deal with us throughout.
How we work
Tell us your situation
A few private questions, about 60 seconds. No jargon, no commitment.
We review your situation
Your answers go to our own estate planning team. We never share them with anyone else.
A free, no-obligation call
Fixed fees agreed up front. No commission, no hard sell. You decide what happens next.
We're growing
We are building our team before we take on our first clients, including a STEP-qualified estate practitioner to lead the legal and probate side. If you care about doing estate planning properly, we would love to hear from you.
See our open roles →The honest regulatory note
Wills, LPAs and trusts are not regulated by the FCA. The information on this site is general and is not personal financial or legal advice, and we agree a fixed fee before any work begins.