top of page

When you plan as a couple, your decisions are intertwined.
Not just in terms of assets, but in values, intentions, and the future you want to create together.

 

Our Unity journey is designed for two individuals who want to approach estate planning collaboratively, allowing space for individuality while helping you align on shared priorities and long-term intentions.

Whether you opt for Mirror Wills or complementary individual Wills, we take the time to understand your family structure, shared goals, and the nuances of each partner's wishes.

 

We guide you through the details thoughtfully, ensuring your arrangements are clear and considered, and giving those you leave behind clear guidance and reassurance when it matters most.

Every Unity plan is supported by:

 

Careful consideration | Executors, guardians, and key decisions

Bespoke drafting | Tailored to your personal circumstances

 

Precise preparation | Crafted in line with current legal standards

 

Optional Letter of Wishes | Providing context and guidance alongside your documents

 

Guided support | Professional, ongoing oversight throughout your journey

Transparent pricing | Fees agreed upfront, with no hidden costs

Planning together doesn’t just protect what you own; it brings clarity, confidence and unity for whatever the future holds.

Black Oak Wealth logo - will writing, estate planning and legacy services

Unity | Planning Together 

bottom of page