OUR MISSION AND VALUES
Trustworthy Advice
Affordable Planning
Trustworthy Advice
You can rely on Heirloom Estate Planning for trustworthy advice on estate planning. We understand the complexities involved and are committed to providing clear, actionable advice tailored to your situation.
Dedicated Support
Affordable Planning
Trustworthy Advice
At Heirloom Estate Planning, we offer dedicated support throughout your estate planning journey. Our team is here to guide you through every step, ensuring a smooth and stress-free process.
Affordable Planning
Affordable Planning
Affordable Planning
Estate planning doesn't have to be expensive. Heirloom Estate Planning provides affordable solutions without compromising on quality, ensuring that everyone has access to professional estate planning services.
Our EXPERT TEAM
Steven Hunter
Alexander Matthieu
Alexander Matthieu
Steve is a fully qualified Will Writer and is our Managing Director
Being a passionate advocate for estate planning after suffering poor experience himself with his own family, Steve launched Heirloom with a simple vision:
Protect your legacy for your loved one's future.
Alexander Matthieu
Alexander Matthieu
Alexander Matthieu
Alexander is a fully qualified Will writer.
Alexander is passionate about estate planning, He prides himself on detail and ensuring his clients leave with peace of mind knowing their wishes have been fully catered for.
Will Kiely
Alexander Matthieu
Will Kiely
Will is our Strategy director.
Will co-founded Heirloom to serve the needs of his clients and the regional community.
Will is a champion of planning, holding the Chartered Status as a Financial Planner working in his main role as Managing Director of a Financial planning firm.
Estate Planning Solutions
Estate Planning Basics
Estate Planning for Blended Families
Business Succession Planning
We educate and guide clients through the estate planning process, including the creation of wills and powers of attorney.
Business Succession Planning
Estate Planning for Blended Families
Business Succession Planning
We assist business owners with succession planning, ensuring that their businesses can continue to thrive if they become ill or pass away.
Estate Planning for Blended Families
Estate Planning for Blended Families
We help clients in blended families navigate the complexities of estate planning, including the protection of assets and the distribution of property.
Special Needs Trusts
Estate Planning for High Net Worth Individuals
We create special needs trusts to ensure that loved ones with disabilities receive the provision of care and support they need when death occurs.
Estate Planning for High Net Worth Individuals
Estate Planning for High Net Worth Individuals
Estate Planning for High Net Worth Individuals
We provide sophisticated estate planning solutions for high net worth individuals, this may include the use of multiple trusts, severing tenancy and creating powers of attorney.