ProActive Estate Planning provides a broad range of estate planning services and tools so that clients (i) can put, and then keep, the records and details of the assets of their estate in good order during their lifetime, (ii) plan for and mitigate for the possibility of mental incapacity at some point in the future, and (iii) ensure that their assets go to the correct, chosen beneficiaries upon their death without any of those assets being mislaid, forgotten about or unclaimed.

Unlike many providers of such services, ProActive allows its clients to pay for services on an ongoing basis without the need to fund for fees of many hundreds of pounds in one go. Additionally, once clients have paid for their initial estate planning, for example Will and Powers of Attorney, the continuing monthly payment ensures (i) a full annual review of the arrangements, (ii) an annual review and revaluation of all the assets of their estate and (iii) money towards the administration of their estate after their death, ensuring that loved ones who may be unfamiliar with complex financial matters are not left alone and unaided when called upon to act as executors or co-executors.