We offer a wide range of professional estate planning services for our clients.
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“The future depends on what we do in the present”

Welcome to Somerset Estate Planning.

With our roots firmly in the West Country, we are a trusted family business that specialises in Estate Planning. We assist our clients with Wills, Trusts, Lasting Powers of Attorneys, Estate Administration and Probate.

Planning and preparation are essential for keeping you, your finances and your family protected for the future – this is at the heart of what we do.

Professional, but approachable – we won’t use legal jargon or charge the earth, instead we’ll give you straight talking, affordable advice on how best to look after you and your family’s interests.

WHAT OUR CLIENTS SAY

”We found Sarah friendly and approachable. She took time to explain the process, answering our questions and concerns. The Zoom meeting worked well and our Wills were written at a very competitive cost. We’re more than happy to recommend Somerset Estate Planning”

Mr & Mrs Jenkins – Cotford St Luke

“The care and service from Somerset Estate Planning was excellent. Sarah Ballantine was professional, discreet, efficient and, most importantly, communicated everything in a very clear and straightforward way. She made a sometimes tricky process seem simple and stress-free. Thank you Sarah and SEP!.”

– Mrs K Pitt – London

When I was widowed I realised my affairs needed to be put in order for my family, and after talking with them about the Lasting Power of Attorney for property and finance plus health and welfare we set about doing that. They went through it thoroughly making sure I understood it all and giving me time to get my head around it. He has always explained carefully and I know I can go to him with any questions I don’t understand . The whole procedure was straight forward and I now have the paperwork filed away with the family knowing where it can be found.

Mrs Noyes, Langport

Thank you so much Sarah for all your help! We will definitely be recommending you to others!
It was really straightforward thanks to Sarah’s knowledge and her ability to explain things in a way which made sense! We wouldn’t of known where to start without your help and probably wouldn’t of got round to something this.

Really would encourage anybody who haven’t got a will or Power of Attorney in place to get in touch!

Peace of mind should never be underestimated!

Mr & Mrs Stephenson, Taunton