Peace of mind for you.  Support for them.

You have already taken the important step of creating your Will and Estate Plan.  This gives you and your family a strong foundation – but when the time comes, there will still be practical responsibilities and decisions that you and your loved ones may face.  Executors may need guidance, families might have questions, and future costs will still need to be managed.

Our services are designed to ease the burden.  It extends your existing planning, providing reassurance for you and your family, confidence for your Executors, and ongoing support to ensure everything is kept current.  With clear resources, secure storage, and regular expert advice, you can be certain that when the time comes, everything has already been thought through and prepared.

Why add a Service to your Planning?

Reassurance for your family:  Probate is something many estates must go through.  By arranging support in advance, you make things easier for your Executors and your loved ones – so they’re not left trying to figure it out alone.

Confidence for the Executors:  Acting as an Executor can feel overwhelming.  With clear resources and professional guidance in place, they’ll know exactly what’s required and where to turn to for help.

Planning that stays current:  The world doesn’t stand still  – laws, tax rules and family circumstances all change over time.  Your service includes regular updates and consultation time, so your plans stay effective and relevant.

Safe and Secure Storage:  From legal documents to digital assets such as passwords and online accounts, your important information will be protected and ready when needed.

How it helps:

Our members service is designed exclusively for Kept Assets clients who already have Will and Estate Planning in place.  It extends your planning, removes uncertainty, and ensures everything is ready when the time comes.

With this simple step, you can feel confident that:

• Your Executors are supported.
• Your family won’t face unnecessary stress.
• Your legacy will be managed exactly as you intended.

Choose the right package for you.

Select a plan that suits what you believe you need now, in terms of information and benefits. Then consider what you will need to accumulate “assets” for what you believe you will need in the future. Each of the plans enables different benefits based on accumulating “assets” over time. The various “assets” are listed in a value table so you can understand what you will need to accumulate in terms of assets to redeem each service. Once you have selected a plan that meets all your need get in touch so we can put in place for you.

The Greenham – Planning Services ( £24/Month)

Affordable access to expert advice, with the added security of regular updates. Entitles you to 2 assets a month, which you can spend on:

• 30 minutes of consultancy with an expert each year.
• Secure physical document storage.
• Quarterly updates on law and tax changes.
• Access to our annual interactive webinar with Q&A.

The Newbury – Planning Services (£48/Month)

Ideal for those who want to provide their family with tools, education and ongoing support. Entitles you to 3 assets a month, which you can spend on:

• Probate video guide.
• Trust video guide.
• 30-minutes of expert consultancy every year.
• Annual family discount on planning services.
• Secure physical document storage.
• Secure digital asset storage (crypto/passwords/photos).
• Guidance on implementing Lasting Power of Attorney.
• Quarterly updates on law and tax changes, plus access to our annual webinar.
• Personal accident insurance cover for the policy holder

The Donnington – Planning Services(£175/Month)

Our most complete package, designed for maximum reassurance, education and hands-on support. Entitles you to 15 assets a month, which you can spend on:

• Full probate service, managed by Kept Assets to keep things simple.

• • Register the death
  • Tell the government about the death
  • Arrange the funeral
  • Check for bereavement benefits
  • Deal with Benefits, pension & Taxes
  • Check out bereavement support services
  • Value the estate
  • Check if Inheritance Tax is due
  • Apply for Probate
  • Administer the estate

• Probate video guide.
• Trust video guide.
• 30 minutes of expert consultancy each year.
• Annual family discount on planning services.
• Secure physical document storage.
• Secure digital asset storage (crypto/passwords/photos).
• One will update per year.
• Guidance on implementing Lasting Power of Attorney.
• Quarterly updates on law and tax changes.
• Access to our annual interactive webinar with Q&A.
• Personal accident insurance cover for the policy holder

Assets Values

• Annual family discount packages                                     Included
• Quarterly “What’s changed” (Tax, Wills, Trusts, LPA’s) Included
• Annual Webinar                                                                     Included
• Document storage                                                       3  per/annum
• Digital storage                                                               3  per/annum
• 20 mins Lasting Power of Attorney implementation              12
• 30 minutes of consultancy (each year of subscription)          15
• Trust guide                                                                                       108
• 1 x re-write of your Will                                                                  150
• Probate by Kept Assets everything done for you              ** 550

We also have the option to reward members with additional “Assets” for any referrals they make to us “10 Assets” per referral

**(non – contentious)

Take the Next Step Today

You have already done the hard work of putting your plans in place.  Now go one step further.  Extend your planning, protect your family, and give yourself peace of mind that everything is taken care of.

Contact Kept Assets today to speak with an advisor and find out how our services can support you and your loved ones, or just press on the plan that meets your needs.