Brilliant Estate Planning
Testimonials and Case StudiesDisrupting the landscape of Estate Planning: one client at a time
Our mission at Brilliant is to educate individuals about the Estate Planning solutions that are available to them, and provide those solutions in a way that is accessible to everyone.
We listen to you- your circumstances, family dynamics, worries, and goals, and present you with a bespoke recommendation which will fully cover your current situation and any eventualities. From there, the choice is yours.
We find that many people have been told that there are no solutions to their problems, or have been presented with a plan which solves them but is financially inaccessible. This typically causes the client to abandon hope (sometimes following an embarassing conversation.)
With Brilliant, you’re in control. Simply choose how you want to proceed and we do the rest. With our professional recommendations, compassionate ear, and competitive pricing, you have nothing to lose.
How Brilliant Can Help
Challenge
A client came to us earlier this year who was concerned about what would happen to her children if she or her husband were to pass away. Not only that, but she worried that if she left everything to her husband and he remarried someone who also had children, the money she wanted to leave her daughters would be diluted and passed to people she’d never even met. This prospect filled her with dread.
Solution
Based on her specific concerns for her husband and children, we wrote her wills distributing to Trusts which we already put in place. This means that husband and wife will both have access to the funds, but they are specifically for the benefit of their children, which was their preference. Not only that, but we named reserve guardians who will also have access to the trust, ensuring that no matter what, her children will be protected and cared for.
Challenge
A young man approached us who had recently purchased a home with his partner. For various reasons, his name was not on the mortgage or deed, even though he had put down a very sizeable deposit. The solicitor they had used informed them that there was nothing he could do to protect his financial interest in the property.
Solution
After listening carefully to our client, we presented him with the solution of putting his deposit in trust, and registering the existence of that trust with the land registry. The document was produced and signed by both him and his partner, providing them both with financial security. Once their minds were free to focus on other things, they went ahead and wrote wills with us to further protect their estate as well as appointing a guardian for their cat.