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Legacy Planning Documents 101

How many documents do you have set up?

Your Will

This document lets everyone involved know where they stand and what your wishes are for your Legacy Gift.

Power of Attorney

If you should fall ill and lose mental capacity then a Power of Attorney will enable someone to sign important documents like mortgage deeds on your behalf.

Protective Property Trust

With a Protective Property Trust you can make sure your properties go to your kids or loved ones should you pass away first. If in place and your partner remarries (or goes bankrupt), your properties will be protected and go to your intended.

Living Will

End of life can often be a confusing and harrowing time making life critical decisions is not what anyone wants for their family. Make it clear what should happen with a Living Will (sometimes call an advanced decision).

Survivors Discretionary Trust

When you pass your life insurance forms part of your taxable estate. To avoid this you can set up a Survivors Discretionary Trust which means the money will go straight to your beneficiaries, bypassing your estate. (Best of all this is usually a free document you can get from your insurance company – good eh!)

If all of this seems daunting, don’t worry, we have done it all before and can help guide you through our Landlord Legacy Framework.

Get in touch

Here at Legacy Guardians, we’re building a team of Specialist Property Administrators focused on organising Landlords’ important documents into a Digital Vault; with the ultimate aim of supporting their loved ones through Probate Administration after they pass away.

But more than that, once everything is uploaded we can help keep you organised for the dreaded HMRC tax investigation and hopefully look to give you some help with planning for retirement and inheritance tax.

Best of all, once live our VIP package will offer unlimited updates and £500,000 in free landlord probate administration.

Please contact us on or any of the details below to find out more about how we can help you to get that all-important financial peace of mind. 

Legacy Planning can be complicated… time to stop researching and start doing!

Vikki Baptie

NRLA Accredited Landlord and IPW Professional Will Writer

I’m Vikki, the founder of Legacy Guardians. I hope this article was helpful, but I can probably guess that it’s about time that you stopped researching and got on with getting everything in order.

I know how it can be hard juggling everything with 15 properties, 3 kids, 1 dog, 1 Property Business and another couple of trading businesses things like succession and legacy planning usually go on the backburner. (thank goodness for my business & life partner Shaun!)

Take back your time, and gain that all important financial peace of mind by working through my Landlord Legacy Framework.