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Meet Beneficial Family Wills

Beneficial Family Wills are a part of Beneficial Trust & Will Company. This family-run Estate Planning business have been operating for more than 20 years based in Lincolnshire and are award-winning specialists, providing bespoke affordable services from simple wills to complex trusts.

With a proven record of first-class service and delivering to the highest industry regulatory standards, We understand that each individual's circumstance is unique and the experienced team can support your throughout the journey of planning with Wills and Lasting Powers of Attorney through to Estate Administration and Probate.

Services to help you

We offer a broad range of services that meet a number of estate planning and life needs, including:

Wills

• Specialist Will Trusts

• Home Protection Trusts

Lasting Powers of Attorney

• Advanced Directives

• Co-habitee Planning

• Inheritance Tax Planning

• Business Succession Planning

• Document Safe Custody

• Digital Legacy Planning

Estate Administration and Probate

BFW Directors 2

Our Accreditations

Beneficial Family Wills are full members of the Institute of Professional Willwriters and the Society of Will Writers. Also, Corporate Members of the Institute of Paralegals, the Beneficial Family Wills legal team extends to their fully qualified lawyers who are approved by the Solicitors Regulatory Authority. Beneficial Family Wills are also Cyber Essentials Plus accredited and fully GDPR compliant so you can ensure your data is always protected.

As well as Beneficial Family Wills' professional accreditation, the firm was also awarded Will writing Firm of the Year (North) in 2019. Beneficial Family Wills are also key partners of Certainty, The National Will Register as well as Once I’ve Gone, the digital legacy planning specialists.

How can we support you?

Beneficial Family Wills can work with you to arrange a free preliminary call to discuss your situation and assess your needs. Following an outline of recommendations, should you wish to proceed we will work with you to draft your Will, Trust or Lasting Power of Attorney. All fees will be discussed and agreed in advance of any work proceeding and you are under no obligation to undertake Beneficial Family Will's services following the initial preliminary call.

Our team offer a friendly and approachable service that will enable you to get your affairs in order and will be on hand to support you every step of the way.

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Trevor Cross FPC MSWW

Trevor is our founding Director who began the business over 20 years ago after identifying a need for a professional and accessible will writing service. With more than 30 years experience in financial services, over 20 years experience in estate planning and as full member of the Society of Will Writers, you’re in expert hands. Specialising in lifetime trusts, inheritance tax planning and Probate guidance, Trevor will cut through the complexity and provide you with the service you need.

Trevor Cross

 

Amy Peters MBA MIPW

As a full member of the Institute of Professional Will Writers and an associate member of the Chartered Institute of Legal Executives, Amy specializes in Will Trusts, Lasting Powers of Attorney and provides bereavement guidance. Combined with a background in financial services, Amy has a strong focus on client care and ensures the business operations are running smoothly to support our clients and colleagues.

Amy Peters

 

Michelle Forward

Michelle has been with the business for more than 2 years and is the subject matter expert when it comes to dealing with Lasting Powers of Attorney and document registrations. Michelle also progresses case files, collates legal documentation and is generally the glue the binds the office together. With a career history of working within Her Majestys Revenue and Customs office, Michelle has a keen eye for detail!

Michelle Forward

Kerrie Vickers

Kerrie has joined the Client Support team during 2021 bringing a wealth of experience to Beneficial Family Wills. Booking client appointments, collating client files and managing client communications is just part of Kerrie's role as well as contributing to the smooth running of the office.

Michael Hart MSWW

Michael has worked with the business for some 20 years and has vast experience of drafting complex wills and legal documents. Michaels driving force is the desire to ensure clients wishes shall always be upheld in their last will and testament by drafting technically robust documentation.

Tony Kilshaw MIPW

Tony has worked with the business for more than 15 years and his attention to detail is second to none. Always on hand to discuss complicated cases, Tony is focused on ensuring will documents accurately reflect clients wishes every time. Tony is also an active member of the Institute of Professional Willwriters and has been an IPW Regional Coordinator for many years and is highly regarded amongst his peers.

Cheryl Cuthel

Cheryl’s expertise in the field of Estate Planning is extensive with an extremely loyal customer base. Her customer testimonials speak volumes and her knowledge combined with her approachable manner ensures the process of getting your affairs in order is seamless

Matt Larner

Matt is an experienced financial services professional who has operated for many years specializing in equity release and estate planning advice. Matt continues to grow his client base by recommendation and referral due to his exceptional attention to detail and high standards of client care.

Ian Tagg

Ian is an experienced adviser specializing over the last 10 years in wills and estate planning. He strongly believes in the provision of personalized advice given on a one to one basis in the comfort of your home.

Stephen Clamp AIPW

Stephen is a dedicated financial services professional who is able to offer a fully rounded and holistic service to clients. Recognizing that each clients personal circumstances are unique, Stephen is able to draw upon his robust knowledge base to provide specialized personal estate planning advice.

Dave Tunstall

Dave has a wealth of experience in the finance industry and is now a specialist will adviser. Offering no obligation home visits in his local area, his aim is to make creating your will and protecting your family as easy as possible for you.

Patrick Morrison

Patrick has worked within account management roles for many years transitioning to specialize in estate planning services, particularly supporting the SME sector and owner managed businesses. His extensive experience in business legacy planning enables Patrick to put his clients firmly in the driving seat.

Rakash Mattu

Solicitor and Notary Public

Rakash and his firm support Beneficial Family Wills with any reserved legal activities that need to be completed by a qualified solicitor. This enables a full service to be provided to clients and the assurance that fully qualified legal professionals are on hand to support with any complex legal situations or challenging probate issues.

Michael Budden CTA LLB (Hons)

Chartered Tax Adviser

As a qualified solicitor and chartered tax adviser, Michael has worked in a number of private client firms before latterly starting his own firm training lawyers and accountants and providing specialist tax advice. Michael can be called upon to support our clients who may have complicated tax situations or financial affairs.

Ben Slater BSc

Social Worker

Ben is a highly qualified, professional and experienced social worker. He operates a highly respected social work practice managing a team of expert mental capacity assessors and quality care consultancy services. Ben is able to support our vulnerable clients who may have complicated situations and their families when facing challenging times.

Our team are here for you

If you would like to speak to a member of our friendly team about your requirements please get in touch.

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