Our Services
We offer estate planning document production services to estate planners across the UK and referral solution for Advisers. Please click to see more information.
With Farani Taylor Solicitors you can enhance your clients’ advice experience by seamlessly connecting estate planning services - ranging from wills and trusts to lasting powers of attorney (LPA) - to your existing advice process.
Our legal services toolkit combines the expertise of a hand-picked selection of partners with the latest in bespoke technology, enabling you to offer refreshingly flexible estate planning as a service for clients.
Not only will your clients gain affordable specialist legal advice but they’ll benefit from a 360° approach to legal advice as well. Specialists will work with your advisers to address both immediate legal needs and to protect your clients and their loved ones in the long-term too.
With unique technology that makes creating wills, trusts and LPAs easier, a dedicated account manager on hand to coordinate your case, plus seven-day-a-week phone support too, it’s an estate planning service from a family-run law practice that you and your clients can trust.
Why advisers choose Farani Taylor Solicitors:
- A competitive fixed price that’s guaranteed
- A 360° service enabling clients to protect the things that matter today - and in the future
- Specialists who work with you to achieve the best possible outcome for your clients
- Clients can rest assured that all documents are executed properly and lawfully
- Unique technology makes creating wills, trusts and LPAs easier - from start to finish
- A dedicated account manager to make sure each step in every case runs smoothly
- Telephone support that’s available seven days a week
- Stay informed of cases however you’d like - by email, text, phone or online
- Online referral features that are accessible, accurate and easy to use
- Secure storage for executed documents - plus secure access when you need it
Key Features
We have developed market leading technology to perform the end to end production of Wills, Trusts, and LPAs.
We provide a holistic service to your clients and ensuring their protection going forward.
Our pricing is competitive and transparent.
We have a collaborative approach to produce the best outcome for your client.
We provide you with an Account Manager who acts as a buffer between adviser, Estate Planner and solicitor.
Our online referral facility provides simplicity of use and accuracy.
We can securely store the executed documents and provide electronic access.
The client remains yours and there is no cross selling.
Our Promise
- Fixed price guaranteed.
- An Estate Planner will visit them at their convenience.
- Telephone support seven days per week.
- Communication is governed by the client - Email, SMS, Phone or Online.
- A specialist, friendly and efficient service.
- They will only be sold the legal services that they need and can afford.
- To ensure the documents are executed properly and lawfully.
- To securely store the executed documents and provide electronic access.
What is a Trust?
A trust protects your clients’ assets to achieve their family aims. It is a further protection, along with their will, to ensure that their assets are distributed to their loved ones quickly and efficiently by those they trust.
Simply put a trust is a legal arrangement where one or more ‘trustees’ are made legally responsible for their assets. Things such as land, money, houses and even certain expensive items (cars, paintings, antiques etc.) can be placed in trust.
The trustees are legally responsible for the management of the trust and ensuring that the ‘beneficiaries’ receive the assets your client wants them to, when they want them to. Their wishes are usually in the Will, however trustees can have discretion in some cases to make sure everyone’s best interests are maintained.
Reasons for setting up are trust can be:
- to control and protect family assets
- to protect young beneficiaries spending inheritance quickly
- to ensure assets are looked after if your client becomes incapacitated
- to pass on money or property while they are still alive
- to pass on money or assets when they die under the terms of their will - known as a ‘will trust’
The benefits of a trust are as follows:
- Assets are not counted towards means-tested calculation, therefore may mean your client is eligible for care funding
- Can help mitigate tax such as inheritance tax
What is an LPA?
A Lasting Power of Attorney is a legal document that allows your client to select an attorney to make their decisions on their behalf. This could be for a number of instances such as selling property when unavailable, losing mental capacity or management of assets.
There are two types of Lasting Powers of Attorney. The first is the Property and Financial Affairs. This gives the attorney power to pay bills, buy and sell property, manage bank accounts and deal with investments.
The second is Health and Welfare, which grants the attorney the ability to make medical decisions on your clients’ behalf.
Whichever LPA, the attorney must act in the best interest of your client when making any decision about either affairs. The power is granted when legal document states, usually when they lose mental capacity authenticated by a certified doctor.
Many people feel they may not need an LPA because they have joint accounts with their spouse or partner. The bank or building society has a duty to freeze an account until they are satisfied that the interests of the incapacitated party are being met. The Banking Association Handbook states:
‘If the other joint-account holder becomes mentally incapable, the bank or building society must get an order from the Court of Protection (in England and Wales), which protects the rights of mentally incapacitated people, before they can let you use the account.’
Situations such as Michael Schumacher have shown the need is out there for these. With only 6% of the population having them, increasing mental health problems and us living longer they are essential protection products. These products are not just for the elderly.
Why Make a Will?
Approximately 60% of adults in the UK don’t have a will.
Everyone knows that writing a Will is essential but most put it off until they are a lot older.
If you die without a Will the intestacy rules take effect. Your clients assets may not go to their preferred beneficiaries and some may even pass to the crown.
Making a Will is the only way to ensure that your clients’ wishes are carried out. If your client has a Will they can nominate executors and guardians, make gifts, advance medical directives and ensure dependents’ benefit as they intend.
Making a Will can ensure:
- Each family member receives designated share of estate.
- Guardians are appointed
- Estate passes to spouses in a tax efficient way
- People dealing with the estate are those trusted
- Any charitable donations can be made
- Individual gifts can be given to those who will treasure them
- Children from previous relationships are not by-passed
- Avoidance of "sideways disinheritance"
If your client has a Will; it should be reviewed every three years, and whenever there is a change of circumstances. Changes of circumstance include life events like a new job, new baby, divorce, re-marriage, lottery win or a house move.
This gives you reasons to engage with your client more often. Making a Will provides you more insight into you clients’ lives.
Currently it is estimated that 40% of Wills are ineffective and are not representative the wishes of the client.
FAQ’s
Do you need a lasting power of attorney?
Yes, they are essential protection if anything happens to you and you cannot make decisions for yourself.
Can I revoke or cancel my Will?
A Will is cancelled or revoked by any of the following:
- You destroy it deliberately.
- A new Will is made.
- Marriage generally nullifies a Will.
How can I amend my Will?
With us or by drawing up a new Will.
What is a "residue"?
Is the money left after debts and accounts are settled.
What if your property is held as tenants in common?
If you’re Joint Tenant, then property passes to joint owner. If you are Tenants in Common, your share passes to immediate family or as designated by Will.
Can I leave gifts to people without a will?
No, you need a Will to leave gifts to friends or charity.
Who can be my Executors?
Anyone mentally capable over 18 years old. Usually a family member or trusted friend. It is best to appoint a trusted person who you feel could do the job. Best to speak to them first; you should have a minimum of one and maximum of four.
What is an Executor?
A person named in the Will appointed to carry out your wishes.
Do I need to appoint Guardians?
If you have children under the age of 18, you should appoint a Guardian. You can only do this in a Will.
What is a Guardian?
A nominated individual in the Will who will look after children under 18 years old.
If your question is not answered here then please contact us and we will answer your query as quickly as possible.
With its specialist legal expertise, technology tailor-made for legal document generation and a flourishing network of professional connections, Farani Taylor Solicitors offers the ideal new casework platform for estate planners in the UK.
Applying the latest innovations in technology, registered estate planners can access a member’s dashboard online which puts essential client management tools at your fingertips.
Features include a fact-find that’s structured to assist discussions during client appointments, automatic cross-checking of information and a summary of instruction sheet - for a client and estate planners - that’s generated as a PDF.
From the data gathered during the fact-find, a draft version of the legal document is generated and is sent to our solicitors.
In addition to legal document drafting, Farani Taylor Solicitors provides a comprehensive suite of ready-made co-brandable factsheets designed for clients covering essential information about wills, trusts and lasting powers of attorney (LPA), plus a jargon buster and the ability to create pre-approved on-demand legal product information.
Add to that access to a support team and an account manager dedicated to coordinating client contact and it’s a new casework platform from a family-run law practice that estate planners can trust.
Why advisers choose Farani Taylor Solicitors
Marketing
Our service allows members to access our marketing support documents.
All marketing is client facing.
Marketing documents include:
Our Promise
- Fixed price guaranteed.
- White-labelled legal documents.
- Desk based support team.
- Access to top quality legal support.
- Communication is tailored to suit you - Email, SMS, Phone or Online.
- A specialist, friendly and efficient service.
- Their documents are stored safely and securely and copies can be accessed online.
Technology
- We use innovative technology to take instructions using:
- Desktop and Laptop through Farani Taylor Solicitors Members Portal.
- Tablets through Farani Taylor Solicitors App.
- Our fact-find is structured to assist the appointment.
- The system automatically cross checks information.
- A summary of instructions sheet is produced in PDF format, for the client and Estate Planner.
- Our technology produces a draft version of the legal document and is sent to our solicitors.
- Technology is best in class.
»» Click here now for free registration with Lockyers Conveyancing ««
Choosing the right lawyer can be the difference between a stressful or stress-free house move.
But because high street legal firms rarely specialise in property law, there’s every chance your clients may miss out on accessible and affordable conveyancing expertise - just when they need it the most.
We’re here to help you help your clients.
At Farani Taylor Solicitors we’ve carried out rigorous due diligence to offer a carefully selected choice of leading UK conveyancing specialists, governed by strict contractual levels of service, who provide dedicated expertise that’s available to our clients.
Combine that selection with our unique case management technology and it’s an easier way to help clients gain the legal advice they deserve.
You can easily create own-branded PDF quotes or re-quotes - with your referral fee already pre-set - which your client and login and view. And of course you can save and store documents digitally, and issue and manage instructions too.
Our case management technology means you can create client IDs for individual case tracking and messaging, and a comprehensive solicitor details including biographies and client details.
What’s more, we assign a dedicated account manager to your cases so everything runs smoothly.
It’s a conveyancing service from a family-run law practice that you and your clients can trust.
Why advisers choose Lockyers for conveyancing
- A competitive fixed price that’s guaranteed
- No completion, no legal fee - and no hidden and loaded charges either
- Online case tracking 24/7
- Telephone support seven days per week
- Our online quotation facility provides simplicity of use and accuracy.
- We can deal with related sale transaction in conjunction with the purchase
- Adjust your fee and select individual solicitors from a hand-picked choice of law practices
- A dedicated account manager to make sure each step in every case runs smoothly
- Stay informed of cases however you’d like - by email, text, phone or online
Key Features
We have developed market leading technology to instruct solicitors in high quality law firms for sale, purchase and remortgage transactions.
Our pricing is competitive and transparent.
We provide a personal service with direct access to the dedicated case handler;
Our firms offer extended opening hours along with the ability to track the progress of the case online 24/7;
We offer a high standard of quality and first class service using email and telephone;
We produce fully transparent quotation of costs at the outset with a ‘no completion, no legal fee’ guarantee;
We can deal with related sale transaction in conjunction with the purchase.
We put the adviser and client at the heart of every transaction.
We provide you with an Account Manager who acts as a buffer between adviser and solicitor.
Our online quotation facility provides simplicity of use and accuracy.
The system allows the adviser the option to change their fee and select individual solicitors from our panel law firms.
All law firms are audited, excel in customer service and monitored against strict SLAs.
Our Promise
- Fixed price guaranteed.
- No move, no legal fee.
- Online case tracking 24/7.
- Competitive legal fees with no hidden and loaded charges.
- No need to visit their offices.
- Telephone support seven days per week.
- Communication is governed by the client - Email, SMS, Phone or Online.
- A specialist, friendly and efficient service.
Portal Functionality
The system allows advisers to quote, re-quote, save/store, instruct and manage instructions.
Our case management includes active milestone tracker, messaging, solicitor details with biographies and client details. We provide an interactive home screen with a suite of management information.
Advisers and clients can receive email/sms updates. You can create client IDs for individual client case tracking.
Our system produces completely accurate PDF quotes, which are guaranteed if all information is input accurately.
Our system can be white labelled for your firm with your branding so your clients can login and quote, with your referral fee pre-set.
Why these Law Firms?
Each of our panel firms are a top 10 conveyancing firm by volume. All are jargon free, automated, extremely competent and will complete quickly.
High Street firms do not specialise, whereas our firms have specialist property departments.
Our firms are governed by and monitored against strict contractual SLAs.
There are no hidden costs and all costs are transparent. We have dedicated capacity at each firm.
Our strict due diligence ensures that the firms are financially stable and if they do not meet our standards we will remove them from the panel. Reducing Risk. We conduct regular audits on the firms to ensure they meet our standards.