Estate Planning in Swansea

Protect What Matters Most with Trusted Local Estate Planning Expertise

Planning for the future isn’t just about preparing for what might happen one day, it’s about having peace of mind today.At 1st Line Future Planning, we help families and individuals across Swansea and the surrounding areas protect what matters most with clear, simple, and professional estate planning services.

Whether you need a Will, a Trust, or a Lasting Power of Attorney, our team makes it easy to take control of your future, your assets, and your wishes.

Why Estate Planning Matters?

Many people believe that having a Will is enough, but Wills are just one part of your estate plan. Proper estate planning helps you decide exactly how your assets are passed on, protect your home and savings from unnecessary tax or care costs, and make sure your loved ones aren’t left with difficult financial or legal decisions.

It also helps reduce stress, confusion, and delays during probate, giving your family clarity and comfort when it matters most. Estate planning isn’t only for the wealthy, it’s for anyone who wants to safeguard their home, savings, and family’s future.

Learn more about our Estate Planning services and how we can help you plan ahead with confidence.

Our Estate Planning Services in Swansea

We offer a full range of estate planning services, each designed to protect your assets and make sure your wishes are respected.

Will Writing in Swansea

Your Will is the foundation of your estate plan. We’ll help you create a legally binding document that clearly sets out who should inherit what, ensuring your loved ones are cared for and your wishes are carried out exactly as intended, without confusion or delay.

Lasting Power of Attorney (LPA)

A Lasting Power of Attorney allows you to appoint someone you trust to make financial or health-related decisions on your behalf if you lose capacity. It gives you and your family peace of mind knowing your affairs will always be handled by the people you choose.

Trusts & Asset Protection

Trusts help safeguard your property, savings, and investments for the people you care about. They can control how and when your assets are passed on, help reduce inheritance tax, and prevent your home from being sold to cover care fees or other unexpected costs in the future.

Probate Support & Guidance

Our team provides professional support to families dealing with probate, helping them manage paperwork, distribute assets, and follow your final wishes accurately. We make the process as straightforward and stress-free as possible during what can often be an emotional and difficult time.

What our customers say...

Why Choose 1st Line Future Planning for your Estate Planning in Swansea

Our mission is simple: to make estate planning approachable, understandable, and accessible for everyone.

We also provide estate planning services in Llanelli, Cardiff, and across South Wales.

Estate Planning FAQ's

What’s the difference between a Will and full estate planning?

A Will ensures your assets go where you want them to, but estate planning looks at the bigger picture, protecting your assets, reducing tax, and managing future care or financial needs.

Can Trusts help protect my home?

Yes. Property Protection Trusts and other types of Trusts can help safeguard your home from being sold to pay for care fees or other liabilities.

Why do I need a Lasting Power of Attorney?

If you ever lose capacity, an LPA allows someone you trust to make important decisions on your behalf, preventing delays or legal disputes.

How often should I review my Will?

We recommend reviewing your Will every 3–5 years, or after any major life change such as marriage, buying a property, or having children.