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Matrix

Terms of Business

Distribution

Protection

Attorneys

Management

Accounting

Miscellaneous

Execution Statement Will Clarity Statement Stand-Alone Will Clarity Statement Will Commentary

Memorandum of Wishes Memorandum of Wishes (standalone)Nomination of Pension Death Benefits Trust Registration for Existing Client Trust Registration (standalone)

Registration of POA (standalone)Registration of POA Deed of Revocation of POA General Power of Attorney

Trust Bank Account Prenuptial Agreement Postnuptial Agreement Declaration of Trust - Retrospective Declaration of Trust for Contribution Declaration of Trust for Bank Account Declaration of Trust for Equity Split Declaration of Trust for Assets Declaration of Trust for Large Life Policy Deed of Appointment of Trustees Deed of Retirement of a Trustee Deed of Replacement Deed of Removal of a Trustee Deed of Removal of a Beneficiary Document Storage Document Checking Family Estate Planning Report

Periodic Charge Exit Charge Return Estate Registration

Health & Care

Family Personal Injury Trust Family Pension Death Benefit Trust Family Life Assurance Trust Family Joint Life Assurance Trust

Lasting POA for Health & Welfare (England & Wales)Enduring POA for Personal Welfare (Northern Ireland)POA for Welfare (Scotland)

Advance Decision Care Home Contract Review Care Home Fees Reclaim Report Care Dispute First Letter Care Dispute Subsequent Letter Continuing Healthcare Funding Claim Initial Letter Continuing Healthcare Funding Claim Subsequent Letter Deed of Assignment of Life Assurance Deed of Assignment of Large Life Assurance

Financial Assets

Family Investment Probate Trust Discretionary Trust of Residue

Lasting POA for Property & Financial Enduring POA for Property and Financial Affairs (NI)POA - Continuing Financial (Scotland)
POA - Joint Continuing Financial and Welfare (Scotland)

Loan Document Widow's Loan Scheme Deed of Assignment of a Loan Trust Deed of Assignment of Investment Bond

Business Interest

Agricultural Clause within the Will Business Clause within the Will

Agricultural Trust within the Will Business Trust within the Will Shareholders Trust Family Business Trust Family Agricultural Trust

Power of Attorney for Business

Family Investment Company Shareholder Agreement Cross-Option Agreement Review of Partnership Agreement Review of Articles of Association Deed of Variation Family Business Trust Deed of Assignment of Shareholders Trust Report on Amendment to the Partnership Agreement Report on Amendment to the Articles of Association

SDLT Refund Self Assessment Return incl CGT if necessary

Offshore

Foreign Property Clause with the Will

Pre-Immigration Estate Planning Report