A Specialist Will Writing & Estate Planning Company.
We are Optimus.

“In this world, nothing can be certain except death and taxes.”

Benjamin Franklin 1789

Despite the fact that the above quote is still true today, many people do not have an Estate Plan in place to stipulate who benefits from their assets on death or understand whether any Inheritance Tax Planning is required to maximise the inheritance for their loved ones.

At Optimus Estate Planning we will work with you to understand your objectives, address any concerns and optimise your planning, to put a structure in place to pass your assets to your intended beneficiaries in a tax-efficient manner.

Samantha Murray, the founder of Optimus has over 17 years experience in this area and has worked for all types of individuals, with differing needs, to put suitable, comprehensive plans in place.

The experience ranges from basic wills to complex succession plans for businesses and family wealth. We firmly believe that it is equally important for all individuals to have an appropriate plan in place. To provide comfort, that not only will their affairs be in order, but that this will aid their loved ones by reducing unnecessary stress and additional administration on death.

Samantha has spent the majority of her career working in law firms and is a full member of the Society of Estate and Trust Practitioners, a global specialist association in this area. As a member of STEP, you can be confident that professional standards are being followed and adhered to.

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Our Services

Cover all areas of Estate Planning to include, but is not limited to:
Basic Wills
Wills Planning for the Succession of Your Business
Asset Protection Structures & Advice
Lasting Powers of Attorney & Care Fees Advice

Our Costs Promise

We work on a fixed cost basis, however, there are too many variations, dependant on your requirements to list.

You will be provided with a quote following the initial meeting and you will not be charged anything unless you proceed. If you would like a rough idea of costs before this, please get in touch and we can provide you with more information.

There may be limited occasions where a charge will be made for an initial meeting and if this applied it will be agreed with you in advance.

You will not…

…be charged any more than the quote unless you ask us to carry out additional work. In this instance will always let you know that there is an added cost before you incur it.
…be asked for your money upfront and your invoice will be sent at the point that draft documents are prepared. We offer clients the ability to pay in monthly installments and costs can be paid by bank transfer or card payment. Unfortunately, we do not accept cash payments.

Book Today

All of our appointments are on a no obligation basis. Initial appointments will be carried out either on zoom or in person. We will run through your requirements with you, provide you with some initial advice and, where appropriate suggestions and send you a quote.

If you decide that you do not wish to proceed at this stage, you will not be charged for the appointment. You have nothing to lose, so please get in touch to book an appointment.

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