Our Services
At Protect NI, we’re here to make estate planning simple and stress-free for you and your family.
We understand that planning for the future can feel overwhelming, but our friendly and experienced team is here to guide you every step of the way.
Whether you need help with WILLS, TRUSTS, or POWERS OF ATTORNEY, we offer clear, practical advice to protect what matters most to you.
You can count on us to be reliable, approachable, and knowledgeable—helping you make informed decisions with confidence and peace of mind.
ENDURING POWER OF ATTORNEY
An enduring power of attorney (EPA) is an essential legal document that allows you to appoint a trusted person to manage your financial and legal affairs if you become unable to do so due to illness, injury, or incapacity.
Unlike a general power of attorney, an EPA remains valid even if you lose mental capacity, ensuring that your affairs are handled according to your wishes without the need for costly and time-consuming court intervention.
Having an EPA in place provides peace of mind that your financial responsibilities—such as paying bills, managing investments, or handling property—will be taken care of by someone you trust. It also helps prevent potential disputes among family members and ensures continuity in managing your assets during challenging times.
FAMILY TRUSTS
A family trust is a valuable tool for protecting and managing your assets, ensuring they are preserved and distributed according to your wishes. By placing assets in a trust, you can safeguard them from potential risks such as creditors, lawsuits, and financial mismanagement.
Family trusts provide flexibility in estate planning, allowing you to control how and when your beneficiaries receive their inheritance, which can be particularly beneficial for young or financially inexperienced family members.
Additionally, they can help minimize estate taxes and avoid probate, ensuring a smoother transition of wealth to future generations.
A well-structured family trust offers peace of mind, knowing that your assets are protected and your loved ones are provided for according to your long-term goal.
WILLS
Making a will is crucial for ensuring that your assets are distributed according to your wishes after your passing.
It provides clarity and legal guidance for your loved ones, helping to prevent disputes and potential legal challenges. A well-structured will can also minimize taxes, protect your beneficiaries' interests, and ensure that specific gifts or charitable donations are honoured.
Without a will, your estate may be distributed according to state laws, which might not align with your intentions. Taking the time to create a will offers peace of mind and secures your legacy for future generations.