Michaels & Co. Wills, Trusts and Estate Planning Specialists - Budleigh Salterton

Address: 1, Michaels & Co. Wills, Trusts and Estate Planning Specialists, Raleigh House, 2b Boucher Rd, Budleigh Salterton EX9 6HG, United Kingdom.
Phone: 8002404587.
Website: michaelsandcompany.com
Specialties: Legal services, Estate planning attorney, Law firm.

Opinions: This company has 13 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Michaels & Co. Wills, Trusts and Estate Planning Specialists

Michaels & Co. Wills, Trusts and Estate Planning Specialists 1, Michaels & Co. Wills, Trusts and Estate Planning Specialists, Raleigh House, 2b Boucher Rd, Budleigh Salterton EX9 6HG, United Kingdom

⏰ Open Hours of Michaels & Co. Wills, Trusts and Estate Planning Specialists

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

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Michaels & Co. Wills, Trusts and Estate Planning Specialists: A Comprehensive Overview

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Michaels & Co. Wills, Trusts and Estate Planning Specialists stands as a reputable legal firm dedicated to providing comprehensive legal services and expert guidance in the crucial areas of wills, trusts, and estate planning. Situated in the charming coastal town of Budleigh Salterton, Devon, the firm offers a reassuringly local approach to complex legal matters, ensuring clients receive personalized attention and tailored solutions. Their commitment to clarity and professionalism has garnered significant positive feedback, as evidenced by their consistently high average rating of 5/5 on Google My Business.

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Location and Contact Information

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The firm’s address is 1, Michaels & Co. Wills, Trusts and Estate Planning Specialists, Raleigh House, 2b Boucher Rd, Budleigh Salterton EX9 6HG, United Kingdom. For immediate assistance, clients can reach them via telephone at 8002404587. A detailed overview of their services and legal expertise is readily available on their website: michaelsandcompany.com. The strategic location in Budleigh Salterton allows Michaels & Co. to effectively serve clients throughout East Devon and beyond, offering convenience and accessibility.

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Specialties and Expertise

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Michaels & Co. specializes in a range of estate planning attorney services, designed to protect and secure an individual’s assets and ensure their wishes are honored. Their core competencies include:

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  • Wills and Probate: Drafting legally sound wills to reflect individual desires and navigating the complexities of probate processes.
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  • Trusts: Establishing various types of trusts – discretionary, absolute, charitable – to manage assets, protect beneficiaries, and minimize inheritance tax.
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  • Estate Administration: Providing support and guidance during the administration of an estate, including asset valuation, debt settlement, and distribution of assets.
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  • Inheritance Tax Planning: Implementing strategies to minimize inheritance tax liabilities while safeguarding family wealth.
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  • Power of Attorney and Advance Directives: Preparing legal documents to ensure control over personal affairs in case of incapacity.
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The firm’s legal team possesses a deep understanding of inheritance law and estate planning principles, ensuring clients receive informed advice and robust legal documentation. They focus on creating customized plans that align precisely with each client's unique circumstances and long-term goals.

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Client Testimonials and Reputation

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The positive experiences shared by clients consistently highlight Michaels & Co.’s dedication to client service. Feedback indicates a significant emphasis on patient and professional advice, coupled with a commitment to explaining intricate financial concepts in a clear and accessible manner. One client specifically noted the value of having a local financial specialist, emphasizing the feeling of reassurance that comes with knowing an expert is readily available. The firm’s approachable style fosters trust and facilitates open communication, resulting in a collaborative and supportive client experience. The company’s presence on Google My Business, with a remarkable average rating of 5/5, reflects the strong satisfaction among its clientele. This positive reputation is a testament to the firm's unwavering commitment to quality and client care. It’s clear that a key differentiator is their ability to make complex legal matters understandable and manageable for their clients.

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Key Features and Benefits

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Several factors contribute to Michaels & Co.’s appeal as a trusted estate planning partner:

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  • Personalized Service: Each client receives individualized attention and a tailored estate plan.
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  • Expert Legal Counsel: The firm’s team comprises experienced estate planning attorneys.
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  • Local Expertise: Operating within the East Devon community allows for a deep understanding of regional legal nuances.
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  • Clear Communication: Complex legal concepts are explained in a straightforward and accessible manner.
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  • Comprehensive Planning: A holistic approach to estate planning, addressing various aspects of asset management and legacy planning.
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Michaels & Co. aims to provide peace of mind to clients, knowing their affairs are in capable hands and their wishes will be honored. They strive to be more than just a legal firm; they aim to be a trusted advisor throughout the entire estate planning journey. Their dedication to building long-term relationships based on trust and integrity sets them apart.

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"summary": "Michaels & Co. Wills, Trusts and Estate Planning Specialists is a highly-rated legal firm in Budleigh Salterton, UK, offering personalized estate planning services and legal expertise to clients in East Devon and beyond.",
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👍 Reviews of Michaels & Co. Wills, Trusts and Estate Planning Specialists

Michaels & Co. Wills, Trusts and Estate Planning Specialists - Budleigh Salterton
Andy L.
5/5

Michael provided estate planning advice for me. Michael Doctors is an incredibly patient and professional advisor, who carefully explains intricate elements of financial services in an engaging way. Being based in East Devon, having a local financial specialist has been reassuring and I’d definitely recommend him.

Michaels & Co. Wills, Trusts and Estate Planning Specialists - Budleigh Salterton
Jane M.
5/5

Michael came up with some very important points to consider for my will which had not been suggested by a solicitor for my previous will. He also introduced me to the concept of trusts and helped me understand how I can make things easier for my children to manage my estate when I die, or if I become unable to make decisions myself.
Michael offers excellent customer service and was extremely patient with my endless questions.

Michaels & Co. Wills, Trusts and Estate Planning Specialists - Budleigh Salterton
Derek B.
5/5

My wife and I used Michael Doctors to revise our wills, set up Powers of Attorney and also Trusts. Michael gave us good advice and set up everything according to our wishes. He was very thorough and answered all of our questions to our complete satisfaction. We both recommend him.

Michaels & Co. Wills, Trusts and Estate Planning Specialists - Budleigh Salterton
Kerry W.
5/5

I had been looking for advice on inheritance planning and after having no success with solicitors and IFA’s, was fortunate to find Michael Doctors. He was able to give me enough information about my situation in an initial phone call, that I was happy to quickly arrange a face-to-face meeting.
Michael Doctors was able to explain areas of estate planning I was completely unfamiliar with, enabling my parents to protect and pass on their estate to their family (with Trusts & also a Deed of Variation). He was also able to provide a service to update all our wills (which had previously not been worded effectively) and to sort our Lasting Powers of Attorney - which I know from dealing with my own elderly parents is a very important piece of legal paperwork and safeguard to have in place. It is great to have him help sort out all these areas for us in a both friendly but also very professional way. Countrywide Tax and Trust Corporation, who Michael Doctors works in association with, have been very good too – both friendly and efficient, and it gives us reassurance that such a reputable company are backing up Michaels Work. They were able to give me some really helpful advice on Probate when I needed it.
I have been so impressed by the way Michael Doctors has explained (and helped us sort out) ‘preserving wealth for future generations’ that I have recommended Michael Doctors and his estate planning services to several friends and family members since – Michael Doctors is always more than happy to have an initial informal chat with them.
Michael Doctors has been invaluable as he has helped different generations of the family, travelling across several counties when necessary, with nothing too much trouble. He is easy to communicate with and it feels like we are his only clients – although he feels more like a trusted family friend!
Overall, he has helped me feel confident that we now have the right planning in place for our family and future generations and would urge others to do the same, highly recommending Michael Doctors.

Michaels & Co. Wills, Trusts and Estate Planning Specialists - Budleigh Salterton
Mrs C.
5/5

Michael Doctors of Michaels & Co provided advice on Estate Planning, Wills and Family Protection Trusts and all conducted in the comfort and privacy of our own home.

The Planning was tailored precisely to our circumstances and at a competitive price considering Michael came to us for both the initial consultation and he personally supervised the attestation of our engrossed documents.

Michael provides a range of Legal Services specialising in Estate Planning and has the experience and qualifications which provided us with the confidence in dealing with both him and his team.

Everything was carefully explained and options given. Communication was always reliable and Micheal himself was very personable.

Michaels & Co. Wills, Trusts and Estate Planning Specialists - Budleigh Salterton
Melony R.
5/5

I used Michaels and Company for will writing, family trust, and power of attorney services. He was highly professional authoritative, and exceptionally thorough. I immediately felt that I was in experienced trustworthy hands. I am a novice at this stuff but Michael explained all the options, legal terms and every question that I asked in the language of the layperson. He really knows his stuff and the true implications of what planning today for tomorrow entails. I now feel assured that my family's best future interests have been met. I cannot recommend Michael's services highly enough.

Michaels & Co. Wills, Trusts and Estate Planning Specialists - Budleigh Salterton
Suzanne H.
5/5

We contacted Michael Doctors to get some advice about making a Will. We don't have one and as we're both getting a bit long in the tooth, really thought we needed to sort this out. Michael was very helpful and whilst we met up remotely, we found that he is very well informed and we liked his natural, warm style. Michael was able to let us know all about making a Will, and to be honest it was all very straightforward. He was also able to advise us about other services which may be useful, and in fact next year we will also take out the 'Protective Property Trust' and 'Lasting Powers of Attorney.' We both feel this will be something that will help our children in the future as well as each other. Just getting everything in place so that we can get on with our lives. We both work full-time, and plan to continue working for as long as possible, but this was something that kept niggling away at the back of my head. We needed to get it done! Michael explained everything in a clear concise way, without any jargon, and also no sales pressure at all, which is something we truly value.
Without a doubt we would recommend Michael Doctors if you need a Will or anything such as Lasting Power or Attorney etc.

I think the service Michael offered to us was super and we will recommend him to our friends and colleagues.

Michael is very experienced, highly informed and can offer the information and advice you need for your circumstances.

I'm really pleased we've done this.

Suzanne and Michael Hubbard.
Newton Abbot Devon

Michaels & Co. Wills, Trusts and Estate Planning Specialists - Budleigh Salterton
Sarah C.
5/5

We were originally introduced to Michael Doctors during Covid lockdown and he provided a video call consultation.
He spent time understanding our complex family situation and he was able to confidently provide in-depth explanation of products including Wills, Family Protection Trust and Lasting powers of attorney.
Michael was able to provide complex family bloodline protection advice which he was able to explain in terms that was easy to understand.
We had spent over 20 years deliberating this matter and his personal tailored service was a breath of fresh air.
Michael was very attentive and demonstrated great professionalism and patience during the process and we felt throughout that we were in very safe hands.
We would have no hesitation in recommending Michael Doctors to friends and family.
Sarah and Andy – Burgess Hill, West Sussex

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