Services available are as follows:
Wills:
Creating a will ensures that your assets are distributed according to your wishes after your death. With the help of our third party providers, we can help you draft a legally binding will that covers all aspects of your estate, including property, finances, and personal belongings.
Power of Attorney:
A Power of Attorney (POA) empowers you to designate an individual(s) to act on your behalf in the event that you are unable to do so. Our external partners can assist in the creation of both comprehensive and limited POAs, encompassing areas such as finances, healthcare, and legal matters.
Estate Administration:
Probate is the legal process of administering a deceased person’s estate. Our external partners can assist in the legal services that assist with navigating the probate process, ensuring that the deceased’s assets are distributed according to the will or state law.
Trusts:
Trusts are legal arrangements that allow you to place assets under the management of a trustee for the benefit of your beneficiaries. Prospera Wealth, along with our external partners, can help you understand and implement various types of trusts, such as living trusts, and special needs trusts, to protect and manage your assets efficiently.
Please note this service is separate and distinct to the services offered by Prospera Wealth or St. James’s Place.
These services are not regulated by the Financial Conduct Authority.
Get in Touch