Built on Experience and Integrity
After many years in financial services, I saw how often families and business owners struggled with unclear or impersonal advice. That’s why I started this business — to make professional estate planning straightforward, transparent and human.
I’m proud to be a qualified member of the Institute of Professional Will Writers, providing services you can trust in an unregulated sector. My work is backed by professional indemnity insurance and full ICO registration, so your plans and information are always protected.
Accredited. Approved. Trusted.
Experience You Can Rely On
250+
Clients Helped
15+
Years Experience
100%
Personal Service
100%
Transparency
Practical Planning, Personal Service
Every client’s situation is different. Whether you’re planning for family, business, or both, I take time to understand your priorities and explain every option in plain English.
My aim is simple: to help you make the right choices today, so you can look to the future with confidence.
How long does it take to set everything up?
Most services are completed within a few weeks, depending on what’s required and how quickly documents are reviewed and approved.
Do I need to prepare anything before our first meeting?
Not usually — I’ll guide you on anything helpful to have, but the first conversation is simply about understanding your situation and priorities.
Can you work alongside my financial advisor?
Yes, I regularly work with advisers and accountants to ensure your planning is joined-up and aligned with your wider financial picture.
What areas do you cover?
I provide estate planning services across the North West of England, with in-person appointments available locally. I’m based in Crosby and also work with clients remotely where appropriate.
Is there any obligation after the initial consultation?
No — the initial consultation is free and without obligation, giving you space to decide what’s right for you.
How much do your services cost?
Costs depend on the service you need, but pricing is always explained clearly upfront so there are no surprises.
This Firm complies with the Institute of Professional Willwriters Code of Practice. The Chartered Trading Standards Institute has approved the Code of the Institute of Professional Willwriters. Steve Lavelle Wills and Trusts is a trading style of SL Wealth Services Limited. Company No 16809157. Registered Office 9a Abbotsford Road, Crosby, Merseyside L23 6UX. Registered in England & Wales.
© 2025 Steve Lavelle Wills and Trusts. All rights reserved