Secure Your Legacy, Protect Your Investments
Expert Estate Planning for Property Investors
At Legacy Guardians, we specialize in crafting tailor-made legacy plans for landlords and property investors. Our unique approach combines estate planning with real-time asset management, ensuring a seamless transition for you and your loved ones.
WANT TO KNOW MORE?
It’s all in this 60 second video.
What would happen if you fell ill or passed away?
Don’t leave your family to scramble together your important documents.
Our Guardians will help you get together the correct documents and systems to enable worry free transition of Generational Wealth.
As Property Professionals and Legacy Planners we have first hand experience putting together a robust legacy plan especially for Property Investors. Don’t waste any more time let our Guardians guide you.
How are we Different?
We are not just a Will Writer or Estate Planner. We’re here as Landlords ourselves to help organise your portfolio and finances; to help you clarify what you have and where it is. We then fill the gaps with our Landlord Legacy Framework, ensuring a smooth transition should you choose to retire, become ill or pass away.
Landlord Specialist
All of our Guardians are also Landlords. They have gone through this themselves so they understand the pressures of managing a property portfolio.
Complete Transparency
A Will is a Will, but every clients cirumstances are unique. As a member of the Institute of Professional Will Writers you can rest assured that we work to the highest standards.
Whole of Life Care
If you just want a Will or Trust, that’s not what we do. We’re here to care and protect our clients, their loved ones, and their assets; now and in the future… whatever it might hold
A Bit About Me…
Hi, I’m Vikki the founder of Legacy Guardians. As you can probably tell I’m not your normal Legacy Planner.
As an accredited landlord and business systems expert, I created Legacy Guardians to help landlords and their families overcome the stressful and disjointed financial administration associated with a loved one passing away.
After helping my family through this difficult process, I realised that as a property investor there’s more than just my family at risk. All my tenants were also at risk and I had no back up plan should I become ill or pass away.
There has to be a better way. One where you can have everything stored centrally and a trusted guardian takes care of everything.
To me that is the ultimate peace of mind, and means you can continue to care for your family when they need it them most.
What you waiting for? Book a call with me today and we can start building your plan together.
Take care,
Vikki
Getting started is EASY!
Book a Free 15 Consultation
First we like to get a feel for you and an understanding of what you want to achieve. This is a special service reserved for clients who value Generational Wealth Creation.
Landlord Legacy Framework
There are basics we all have to cover as Property Investors to protect our Legacy. We walk you through all the steps required filling any gaps as we go.
Live Secure Dashboard
This is not just a tool reserved for death, with your live dashboard you can see your Net Worth at all times. Want to add an asset? See instantly how it will effect inheritance tax etc.
Don’t know where to start?
I can relate, as a busy property investor it’s taken me 10 years and my Dad passing away suddenly for me to focus on getting my own Estate in order.
But you know what, it’s one of those things, once it’s done, it’s done.
I am officially a Will Writer now; but ultimately I’m a Landlord, just like you, and I can appriciate how confusing it can all be when you start out.
From start to finish, it’s taken me around 6 months to get everything together. I had so much conflicting advice, that I decided enough was enough and trained as a professional Willwriter.
I’ve also read the HMRC guides, many “How to Save Inheritance Tax books” and I’ve called everyone to check their actual bereavement processes…
(I even called a few mortgage companies and said I had passed away just to see if it really was “a nightmare” as many insurance specialists will tell you. News Flash… it wasn’t a nightmare at all…)
But hey… you’re a long time dead right? Save yourself all that time and let me show you the way!
Book that call, get it sorted!
Vikki x
Let’s Do This!
Less than 4 out of 10 Homeowners have a Will
But don't worry... we know it's never the right time to sort all that out.
Get in touch to find out more about our specialist landlord legacy framework for ensuring continuous worry-free generational wealth.