Taylor Lucas

Will Writing and Estate Planning

A Brief Overview of Taylor Lucas's Corporate Will-Writing Offerings

The Employee Benefit Scheme is designed to integrate seamlessly into an organisation's existing benefits package, offering:

• Free Will-Writing Services: Employees receive complimentary will-writing services, eliminating cost barriers and simplifying the process.
• Educational Support: Taylor Lucas provides educational materials, webinars, and on-site presentations to inform employees about the importance of having a will and the services available to them.
• Comprehensive Estate Planning: Beyond basic wills, services include trust drafting, Lasting Powers of Attorney, estate administration, and inheritance tax advice, ensuring thorough estate planning.
• Flexible Appointment Scheduling: Employees can book appointments online, via phone, or through workplace presentations, offering convenience and flexibility.

The Main Benefits for Employees

1. Financial Accessibility: The elimination of service costs makes will-writing accessible to all employees, encouraging proactive estate planning.
2. Convenience: Flexible appointment options, including home visits within 50 miles of their main office, ensure that employees can engage with services without significant disruption to their schedules.
3. Professional Guidance: Access to experienced practitioners provides employees with tailored advice, ensuring their wills accurately reflect their wishes and comply with legal standards.
4. Comprehensive Support: Additional services such as trust drafting and Lasting Powers of Attorney offer employees a holistic approach to estate planning, addressing various aspects of their financial well-being.
5. Peace of Mind: Having a legally sound will in place ensures that an employee's assets are distributed according to their wishes, providing confidence that their family's future is protected.

The Main Benefits for Employers

1. Enhanced Employee Well-being: Offering free will-writing services demonstrates a commitment to employees' personal welfare, fostering a supportive work environment.
2. Increased Employee Engagement: Providing valuable benefits can lead to higher employee satisfaction and loyalty, reducing turnover rates.
3. Reduced Administrative Burden: Taylor Lucas manages the service delivery, minimising the workload for HR departments.
4. Attraction of Talent: Comprehensive benefits packages, including legal services, make organisations more attractive to potential recruits.
5. Support During Bereavement: Access to estate administration services helps employees navigate the complexities of estate management during challenging times.

Special Features to Highlight

• Free Will-Writing Service: Taylor Lucas offers a free will-writing service to employees of partner organisations, removing financial barriers and encouraging proactive estate planning.
• Educational Initiatives: The company provides educational materials, webinars, and on-site presentations to inform employees about the importance of having a will and the services available to them.
• Comprehensive Estate Planning Services: Beyond basic wills, Taylor Lucas offers trust drafting, Lasting Powers of Attorney, estate administration, and inheritance tax advice, ensuring thorough estate planning.
• Flexible Appointment Scheduling: Employees can book appointments online, via phone, or through workplace presentations, offering convenience and flexibility.
• Home Visits: For employees within 50 miles of their main office, Taylor Lucas offers home visits at no extra charge, providing personalised service in the comfort of the employee's home.

In summary, Taylor Lucas's corporate will-writing services offer significant advantages for both employees and employers. Employees benefit from accessible, professional estate planning services, ensuring their assets are managed according to their wishes. Employers, in turn, enhance their benefits offerings, demonstrating a commitment to employee well-being and attracting and retaining talent. The comprehensive nature of the services, combined with flexible delivery options and a commitment to excellence, makes Taylor Lucas a valuable partner in corporate estate planning.