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Owens Estate Planning Services

5.0
★★★★★

(102)

About

Owens Estate Planning Services is a Worcestershire specialist in estate planning and asset protection serving clients across Worcestershire and the West Midlands. Our team prepares clear, practical wills, trusts, lasting powers of attorney, probate and inheritance tax advice, working with financial experts to protect family wealth and ease complexity.

Reviews

★★★★★
5.0 (102)
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Phil Colley

a year ago

★ ★ ★ ★ ★

I can honestly say that John helped us to fully understand the need for Lasting Power of Attorneys and guided us through the process step by step. He also supported us through the creation of our wills. He does all the donkey work and interfaces with the relevant bodies, then walked us through the documents to ensure that we were happy with the results. John provides a very personable and professional service which I highly recommend.

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Paul Whitehouse

a year ago

★ ★ ★ ★ ★

I would not hesitate to recommend John Owens. In all my dealings with him he has been punctual, extremely knowledgeable, immaculately turned-out and totally professional. He made the processes of drawing up a will and LPOAs very straightforward, offering expert and sensitive guidance at every stage. He provided a great customer experience and was an absolute pleasure to deal with.

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ROBIN SMITH

a year ago

★ ★ ★ ★ ★

Tricia and myself used John for sorting L.P.A.'s For both ourselves and my Mother. A seamless exercise from start to finish in both cases.I would recommend his services to all who need this sort of legal work undertaken. His knowledge and understanding of this area is a breath of fresh air. No jargon that goes straight over your head, anything that needs explaining is dealt with in very easy to understand terminology. Also his knowledge of Will righting helped my mother greatly. So if you have aforementioned items on your mind give John a call. You will not be disappointed.

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Allan Colwill

a year ago

★ ★ ★ ★ ★

I've just completed an exercise with John, reviewing Wills, LPAs and house ownership. I found it easy to work him and wouldn't hesitate to use his services again should the need arise. I'd like to highlight a couple of aspects of his approach which were important to me. Firstly, his willingness to spend time explaining the documents and dealing with queries, I never felt rushed. Secondly, he took ownership of all the documentation until all drafts were approved and all the necessary signatures were obtained, for which he is to be commended. Many thanks.

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Elizabeth Hughes

a year ago

★ ★ ★ ★ ★

Our experience using the professional services of John Owens Estate Planning Services has been extremely positive from the outset. We were initially advised by John at a face to face meeting with a number of questions regarding Lasting Power of Attorney. He was approachable and answered our queries clearly. Legal aspects can feel daunting but John was reassuring. We moved to another part of the country and the legal process set in motion was continued seamlessly; using video and telephone calls. When an error occurred, during the lengthy process of legal document registration, John dealt with this professionally. Happy to recommend.

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Services

  • Estate Planning
  • Wills
  • Probate
  • Trust
  • Inheritance Tax
  • Lasting Power of Attorney
  • Pre-paid Funeral Planning

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