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Protecting your Assets
​& Later Life Planning 

Richard Lockwood
Independent Estate Planning
 Practitioner

Tel: 0771 2298779


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Richard Lockwood provides jargon free advice on the preparation of your Will, Lasting Power of Attorney
​and Funeral Planning 

Richard has been advising clients in excess of 18 years and has assisted many hundreds of families achieve maximum protection of their estates against third party threats through sensible forward planning.  
He covers Leicestershire & Rutland and the surrounding counties. Having family connections on the south coast, he also covers
East Devon and West Dorset
How can we help you today?
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Making a Will

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Ensuring that your last wishes are recorded and that your estate passes to those of your choosing - consider third party threats to your estate like care fees and inheritance tax, and legacies to children and other beneficiaries with additional needs. 

Richard is an affiliated member of the Society of Will Writers, and is available to give group information talks free of charge, to social groups and
 charitable organisations on protecting your hard earned and inherited wealth.

​His jargon free talk is often delivered with a light-hearted twist and has been appreciated by many hundreds of interested guests, many of whom go on to instruct him in managing their affairs.


 Lasting Power of Attorney
(Creation & Registration)

​Possibly one of the most important documents you will ever make but hopefully never need.
Explore the myth and reality of what may happen should you lose mental capacity, the role of an attorney, and how banks and financial institutions have powers to freeze assets.
You may be surprised to know that without a registered lasting power of attorney in place, personal decision making  and that of property and financial affairs for your loved one could be taken out of your control.
Find out more now.....

Funeral Planning 

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In addition to his estate planning business,  Richard is also an experienced Independent Funeral Celebrant and has a wealth of knowledge to share including  tips and suggestions to customize your own service should you wish to do so.

Take the pressure off your loved ones by making your arrangements in advance

What Client's Are Saying

  • 'Richard is a natural public speaker, there were audible gasps of disbelief from our group when several of us realised that our own arrangements would not protect our property from the threat of care home fees. With Richard's help he put our minds at rest' - Mrs S, Leicester

  • I was very pleased with the service provided for writing a Will and Power of Attorney. In the comfort of my home, Richard Lockwood was very polite, efficient and informative. He offered suggestions that I had not thought of and was very sympathetic to my situation. The timescales he offered for completion of the documents were met and I cannot fault the excellent service. 
Jane - Leicestershire
 
  • Richard Lockwood worked with us to draw up our wills, smoothed out all the complications and we have something that completely meets our requirements. Good value, efficient and all done with a sense of humour, could't ask for more
Mr & Mrs S - Leicestershire
 
  • We can only express our complete satisfaction with the service we received, Richard Lockwood our Estate Planner was superb,  he explained everything we needed to know in a very professional and easy to understand manner, he made these very important issues a pleasure to undertake.We would certainly recommend this important service to everyone.
Mr & Mrs B - Leicester

  • We kept putting it off [ I know we shouldn't have done] because it seemed such a complicated thing to do. How wrong were we. The whole process went through in a relaxed atmosphere, very professional and with great understanding.                                         It has now given us peace of mind. Thank you.
Mrs R - Leicester
 
  • Richard was very helpful and pleasant, not at all pushy, he explained all the options available to me with the costs involved. Once I had decided to proceed he kept me up to date with the procedures and document via email fitting in with when I was available for the final signing. I highly recommend their service based upon my experience.                                                                                   Amy B, Leicester

About Us

Richard Lockwood offers no obligation consultations in the comfort of your own home at a time to suit. 
With over 18 years of experience in this field he is able to offer sensibly priced solutions with a swift and efficient service.
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