Helping you protect what matters most for the people you care about
We specialise in wills, trusts and lasting powers of attorney for individuals and families in Leicestershire and across the surrounding regions and beyond.
Planning for the future can feel overwhelming, but it does not have to be. We help individuals and families mainly across Leicestershire, but also further afield, put clear arrangements in place, with calm explanations and no pressure.
There is no obligation to proceed, and you are welcome to take time to consider your options after we speak.
Gerard James Estate Planning Ltd is a family-owned business founded by Gerard James O’Halloran. Since 2015, we have supported clients with wills, trusts and lasting powers of attorney. Our aim is to provide a friendly, efficient and professional service that makes these documents accessible and affordable.
Every client is different. We take time to understand your circumstances, then explain your options in plain English so you can make informed decisions. Wherever possible, we meet you at home to keep the process relaxed and convenient.
Who this is for
- You have never made a will or your current will no longer reflects your wishes
- You want to ensure your spouse, partner or children are provided for
- You are concerned about losing the ability to manage your affairs
- You own property and want to protect it
- You are helping an elderly parent organise their affairs
- You have been named as an executor and want to understand what this involves
How we can help
- Wills: Clear, properly prepared wills to ensure your wishes are followed and your loved ones are looked after.
- Lasting powers of attorney: Arrangements that allow trusted people to make decisions on your behalf if you ever need support.
- Trusts: Guidance on whether trusts may be appropriate for protecting assets or providing for family members.
- Estate planning advice: Clear explanations of your options, so you can make informed decisions with confidence.
How the process works
Initial conversation
We normally begin with an initial chat over the phone to discuss matters, and then follow up with an email with relevant information regarding the particular service you require. This is free, without any obligation.Ready to start? Give us a call on 0790 5748073 for a free, no-obligation chat.
Understanding your situation
If you wish to proceed, we arrange a home visit to gather details about your family and financial circumstances.
Clear recommendations
We explain your options, answer your questions and provide a clear quotation for the work.
Preparation
We prepare draft documents for your review.
Completion
We meet again to arrange signing and witnessing so the documents are completed correctly.
Secure storage
We recommend storing your will with the Probate Registry.
If you would find it helpful to talk things through, you are welcome to arrange a free initial conversation.
Trust and reassurance
- STEP qualified: Gerard holds the STEP Diploma, the recognised industry standard.
- Professional indemnity insurance: £2m cover maintained.
- Complaints procedure: Any concerns should be raised within 6 months and directed first to the adviser who took your instructions.
- Adherence to the STEP Code: We follow the STEP Code for Will Preparation.
- Client reviews: At the time of writing, all Google reviews are 5 star. You can read independent Google reviews from clients.
Reassurance for sensitive situations
Planning ahead can be difficult, especially during illness, bereavement or when supporting a vulnerable relative.
- You will never be pressured into making a decision before you are ready.
- We explain everything as many times as needed.
- If you would like a family member or trusted friend involved in discussions, they are welcome to join.
- We work at your pace.
- Every client is treated with dignity and respect.
If you have questions or would like to discuss your situation, we are happy to help.
No obligation. Take all the time you need.