Book Your Consultation

Estate Planning Made Simple

Estate planning is about protecting what you’ve built and ensuring it’s passed on as you intend. I bring clarity to complex decisions, helping you plan with confidence for your family or your business.
Book Your ConsultationMore About Us
A family of four and a woman in a suit sit on a dark green couch in a modern living room.
Two people with dark skin holding hands across a white table with a form and blue pen.

The Value of Good Planning

A well-considered estate plan makes things simpler for those you leave behind. It can help reduce tax exposure, protect your assets, and ensure your wishes are understood and respected. The right plan brings security now — and reassurance for the future.
Find Out More

Joined-Up Advice You Can Trust

I take a holistic approach to estate planning, often working alongside your financial adviser, accountant or solicitor. Together, we make sure every part of your estate works in harmony — your will, trusts, and powers of attorney — so nothing is left to chance.
Find Out More
A woman works on a laptop on a sofa while a child sleeps next to her. Another child plays with wooden blocks on the rug.

Experience You Can Rely On

Results Driven

250+

Clients Helped

Expert Advice

15+

Years Experience

Work Directly With Me

100%

Personal Service

Clear Communication

100%

Transparency

What’s Included in Your Estate Plan

Every estate plan is prepared with care and attention, ensuring your assets, family and business interests are considered together and clearly documented.
Full Review
Strategic Planning
Document Preparation
Family Considerations
Regular Reviews
Book Your ConsultationMore About Us
Mother and two young children baking, with flour and eggs on a table, white tulips nearby.
Frequently asked questions
A few of the things people often ask before getting started and if your question isn’t here, I’m always happy to help directly.
Book Your Consultation
How long does it take to set everything up?
Do I need to prepare anything before our first meeting?
Can you work alongside my financial advisor?
What areas do you cover?
Is there any obligation after the initial consultation?
How much do your services cost?
This Firm complies with the Institute of Professional Willwriters Code of Practice. The Chartered Trading Standards Institute has approved the Code of the Institute of Professional Willwriters. Steve Lavelle Wills and Trusts is a trading style of SL Wealth Services Limited. Company No 16809157. Registered Office 9a Abbotsford Road, Crosby, Merseyside L23 6UX. Registered in England & Wales.
© 2025 Steve Lavelle Wills and Trusts. All rights reserved
Company
Legal
Contact
07915 153476steve@slwillsandtrusts.co.uk