Protecting Your Business, Partners and Legacy.
Every business should have a succession plan. Without one, your partners, employees and family may face unnecessary uncertainty, delays and disputes. Choose the business protection package that fits how your business is structured today.
Package
Ideal for sole directors and owner-managed businesses putting their first business protection plan in place.
- Business Planning
- ✓ Initial Consultation
- ✓ Business Protection Review
- Legal Documents
- ✓ Business Protection Agreement
- ✓ Single Will
- ✓ Power of Attorney
- ✓ Letter of Wishes
- Ongoing Guidance
- ✓ Implementation Guidance
A full business protection review of your company, followed by a Business Protection Agreement, a professionally drafted single will, Power of Attorney and Letter of Wishes - so your business can keep running if something happens to you. Includes guidance to put every document properly in place. Price of the initial call is deducted from the final cost.
Plus Package
Ideal for growing businesses with two directors or shareholders, where both partners need to be protected.
- Business Planning
- ✓ Initial Consultation
- ✓ Business Protection Review
- ✓ Shareholder Review
- Legal Documents
- ✓ Business Protection Agreement
- ✓ Mirror Wills
- ✓ Two Powers of Attorney
- ✓ Two Letters of Wishes
- Ongoing Guidance
- ✓ Implementation & Executor Guidance
Everything in Business Essentials, extended to cover both partners. A shareholder review checks how ownership passes if one of you dies or loses capacity, backed by a Business Protection Agreement, mirror wills, two Powers of Attorney and two Letters of Wishes. Includes implementation and executor guidance so the plan works when it matters. Price of the initial call is deducted from the final cost.
Legacy Package
Ideal for business owners with international assets, or companies operating in more than one jurisdiction.
- Business Planning
- ✓ Initial Consultation
- ✓ Business Protection Review
- ✓ Cross-Border Review
- Legal Documents
- ✓ Business Protection Agreement
- ✓ Mirror Wills
- ✓ One Additional Jurisdiction Will
- ✓ Testamentary Trust
- ✓ Two Powers of Attorney
- ✓ Two Letters of Wishes
- Ongoing Guidance
- ✓ Implementation, Executor & Cross-Border Guidance
Complete protection for business owners with cross-border interests. A cross-border review maps your assets and company structures across jurisdictions, with coordinated mirror wills plus an additional-jurisdiction will so no single country's default rules override your intentions. Includes a testamentary trust, Business Protection Agreement, two Powers of Attorney, two Letters of Wishes, and ongoing implementation, executor and cross-border guidance. Price of the initial call is deducted from the final cost.
Need shareholder or buy-sell agreements, key person protection, business valuation guidance or family business succession? Book a call and we'll scope the right structure for you.