Property and Financial Affairs LPA
Appoint trusted people to help manage matters such as banking, bills, property, investments and financial decisions.
Start Financial LPALasting Powers of Attorney · England & Wales
Make sure the right people can act for you.
Prepare your Lasting Power of Attorney through a clear online questionnaire, followed by a personal review with Marshall Wills & Trusts.
Prefer to speak first? Call Anthony on 01264 338020.Prefer to speak first? Call Anthony on 01264 338020.
- Plain-English guidance
- Save and return at any time
- Personally reviewed before documents are prepared
- Serving clients since 2017
- Personal telephone support
- Secure online questionnaire
- Professional document preparation
How the service works
Four straightforward stages
- 1
Complete your information
Work through simple, clearly explained questions online.
- 2
Speak with your adviser
We review your answers and arrange a private consultation.
- 3
We prepare your documents
Your verified information is entered into our professional document-production system.
- 4
Receive and sign
We send your documents with clear instructions and support.
Choose your service
Select the cover that suits you
You can arrange an LPA for one person, or for a couple where each person makes their own documents.
Health and Welfare LPA
Appoint trusted people to make health, care and welfare decisions if you are unable to make them yourself.
Start Health LPABoth LPAs
Prepare both types together for more complete protection.
Start Both LPAsOne person or a couple
Tell us at the first stage of the questionnaire whether you are arranging documents for yourself alone or for you and a partner. For couples, a second application can be duplicated from the first so details are not typed twice.
Any Office of the Public Guardian registration fee is charged separately from our preparation fee. Fees and any fee-reduction or exemption arrangements are maintained by the administrator in the portal's pricing settings and can be updated without changing the website.
Pricing
Clear prices, personal support and no hidden service charges.
Founding launch prices — available to the first 25 completed Marshall Estate Portal clients.
One LPA
£99service fee
Choose either Property and Financial Affairs or Health and Welfare.
Typical total: £191 including the £92 Office of the Public Guardian registration fee.
Start One LPAThe Office of the Public Guardian currently charges £92 to register each LPA. This government fee is paid separately. Fee reductions or exemptions may be available depending on the donor's income or qualifying benefits.
Both LPAs
£179service fee
Prepare Property and Financial Affairs and Health and Welfare LPAs together.
Typical total: £363 including £184 in Office of the Public Guardian registration fees.
Start Both LPAsThe Office of the Public Guardian currently charges £92 to register each LPA. This government fee is paid separately. Fee reductions or exemptions may be available depending on the donor's income or qualifying benefits.
How payment works
Complete your questionnaire first. We will review your information, confirm the appropriate service and arrange payment before documents are prepared.
Included in your service
- Secure online questionnaire
- Save and return at any time
- Personal review of your information
- Short telephone confirmation
- Preparation of your LPA documents
- Printed document pack
- Plain-English signing guide
- Standard tracked UK postage
- One set of corrections before signing
- Basic telephone and email support
- Complimentary Will and estate-planning review
Optional support
Nothing here is added automatically. Choose only what you want, and your adviser will confirm the cost with you first.
- Telephone completion assistance
- £50 per donor
- Professional certificate-provider service
- £95 per donorCertificate-provider support may be available following a private assessment. It is not guaranteed and depends on the circumstances, your understanding of the LPA and our ability to act appropriately.
- Signed-document check before OPG submission
- £49 per donor
- Complete Support Upgrade
- £175 per donor
- Home appointments
- Individually quoted
Why an LPA matters
Planning ahead, calmly
Choose the people you trust
You decide who may act for you, rather than leaving that decision to a later application to the Court of Protection.
Make your wishes clearer
Preferences and instructions can be recorded so your attorneys understand what matters to you.
Help your family avoid uncertainty
Clear authority means relatives are not left guessing about who should speak to a bank, landlord or care team.
Prepare before an emergency occurs
An LPA can only be made while you have mental capacity, so it is sensible to arrange one in good time.
Personal support
Online convenience, with a real person behind it.
You are not left alone with an automated document. Everything you enter is read by our team, and where anything needs clarifying we arrange a telephone or video conversation before your documents are prepared.
- Help with unclear questions
- Review of attorney arrangements
- Discussion of preferences and instructions
- Signing and witnessing guidance
- Support after documents are issued
Wider planning
An LPA may be only one part of your plan.
Many people who arrange an LPA also have other matters worth reviewing. The optional check takes a few minutes and simply highlights areas to raise with your adviser — it does not recommend a product or give legal advice.
Take the Estate Planning Check- A new or updated Will
- Property or Trust planning
- Inheritance-tax planning
- Business succession planning
- Shareholder protection
- Document storage and periodic reviews
About us
Marshall Wills & Trusts
Established in 2017 and based in Andover, we help individuals, families and business owners put sensible arrangements in place. Appointments are available in person and remotely, so you can choose whatever feels most comfortable.
Our work covers Wills, Trusts, Lasting Powers of Attorney and wider estate planning. Whatever you begin online, a person reads it, checks it and talks it through with you.
More about our approach“I personally review each submitted case before the documents are prepared. My aim is to make the process clear, comfortable and properly supported.”
Help & FAQs
Questions people often ask
These answers are general information about how LPAs work in England and Wales. They are not personalised legal advice — your adviser will discuss your own circumstances with you.
What happens after you submit?
We review your information and contact you to arrange the next stage. Completing the questionnaire does not create or register your LPA, and no documents should be signed until we provide your signing pack and instructions.
Start protecting your future today.
Complete the first stage online, at your own pace, and receive personal support when you need it.
Prefer to speak first? Call Anthony on 01264 338020.