Estate Planning Made Simple

Estate planning is about protecting what you’ve built and ensuring it’s passed on as you intend. I bring clarity to complex decisions, helping you plan with confidence for your family or your business.

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The Value of Good Planning

A well-considered estate plan makes things simpler for those you leave behind. It can help reduce tax exposure, protect your assets, and ensure your wishes are understood and respected. The right plan brings security now — and reassurance for the future.

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Joined-Up Advice You Can Trust

I take a holistic approach to estate planning, often working alongside your financial adviser, accountant or solicitor. Together, we make sure every part of your estate works in harmony — your will, trusts, and powers of attorney — so nothing is left to chance.

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Experience You Can Rely On

Results Driven

250+

Clients Helped

Expert Advice

15+

Years Experience

Work Directly With Me

100%

Personal Service

Clear Communication

100%

Transparency

What’s Included in Your Estate Plan

Every estate plan is prepared with care and attention, ensuring your assets, family and business interests are considered together and clearly documented.

We begin with a comprehensive review of your assets, family circumstances and any existing arrangements to understand your current position and priorities.

I help identify practical steps to protect assets, manage risk and ensure your wishes are clearly structured and aligned.

All documents are prepared accurately and clearly, working alongside other advisers where needed to ensure everything fits together properly.

We take time to consider how best to support and protect those closest to you, balancing fairness, clarity and long-term security.

As your life evolves, I offer simple reviews and updates to keep your estate plan relevant and effective.

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Frequently asked questions

A few of the things people often ask before getting started and if your question isn’t here, I’m always happy to help directly.

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Most services are completed within a few weeks, depending on what’s required and how quickly documents are reviewed and approved.

Not usually — I’ll guide you on anything helpful to have, but the first conversation is simply about understanding your situation and priorities.

Yes, I regularly work with advisers and accountants to ensure your planning is joined-up and aligned with your wider financial picture.

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.

No — the initial consultation is free and without obligation, giving you space to decide what’s right for you.

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.

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07915 153476