Estate Planning
Practical assistance with succession planning, property and beneficiary arrangements, with regulated financial or tax advice referred appropriately.
Practical support with estate planning
At Oakbridge Legal Services, we provide practical, non-reserved support with estate planning. Every matter begins with a free, no-obligation scope check, so you know exactly what's involved and what it will cost before any work begins — and we'll tell you plainly if your matter needs a regulated professional instead.
If your matter needs a regulated professional: we'll tell you at the outset, signpost an appropriate route, and hand over any work already prepared so you're not starting again. There's no charge for the referral signpost.
Explore more of what we do
Oakbridge Legal Services is an independent legal services provider. We are not a firm of solicitors and are not authorised or regulated by the Solicitors Regulation Authority (SRA). We provide non-reserved legal services and practical legal assistance. Where a matter requires a reserved legal activity or advice from an appropriately regulated professional, we will explain this to you and, where appropriate, recommend that you obtain assistance from an authorised solicitor or other suitably regulated professional. Clients of Oakbridge Legal Services do not receive the regulatory protections that apply to clients of an SRA-regulated solicitors' practice.