A UK-focused document stack for family, business and legacy planning.
Eight personalised document templates spanning family trusts, holding companies and lasting power of attorney guidance. Build a clearer starting point, then seek solicitor review before execution.
Save £47 vs buying both packs separately · Founder’s price
GBP price · Secure checkout · Personalised preparation and authorised deliveryInformational templates, not legal advice. Ask a qualified solicitor to review documents before execution. MadeThis does not provide legal advice or prepare your documents.
🛡️ Join families across the UK who are protecting their legacy - starting from £197
Included in this pack
8 documents across 3 pillars of protection.
Personal Protection
Family Discretionary Trust Deed
The legal instrument that creates your family trust. It names trustees, defines beneficiaries, and establishes how assets held within the trust are to be managed and distributed.
Letter of Wishes
A personal statement to your trustees explaining your intentions - who you want to benefit, in what circumstances, and how you'd like them to act.
Nominee Declaration
A document recording when a person holds legal title to an asset on behalf of the true beneficial owner, making clear the nominee has no personal claim.
Business Structure
Holding Company Incorporation Brief
A comprehensive brief setting out the structure, purpose, and setup requirements for your holding company - share classes, director arrangements, and how it sits above trading entities.
Shareholders Agreement
A binding agreement between shareholders setting out rights, obligations, exit arrangements, dispute resolution, and decision-making rules - the private rulebook for your company.
Director Service Agreement Outline
Formalises the terms of a director's appointment - duties, compensation, notice periods, and what happens at departure. Protects both the director and the company.
Legacy Planning
Will Framework
A framework that sets out the key decisions and provisions for a professionally drafted Will - who inherits what, who your executors are, and how specific assets should be handled.
LPA (Lasting Power of Attorney) Guidance Notes
Clear guidance on what a Lasting Power of Attorney is, the two types (Property & Financial Affairs and Health & Welfare), and how to set one up correctly with the Office of the Public Guardian.
Fit check
Is this pack right for you?
- You have both personal assets and a business that need protecting
- You want one comprehensive solution rather than piecing it together
- You're building a legacy that covers both your family and your business interests
- You want a Will framework and LPA in place alongside your trust and company documents
- You want a coordinated starting point for family and business documents - not just getting started
- You only need personal family protection and have no business - see the Family Protection Pack
- You only need business documents and have no personal assets to protect - see the Business Structure Pack
- You're at the very beginning with minimal assets and not yet building a structure
The journey
What happens after you buy
- 01
Purchase
Complete checkout securely. You'll receive a confirmation email immediately.
- 02
Fill your short questionnaire
Answer plain-English questions covering both your personal and business situation - names, assets, structure, wishes. One combined questionnaire, 15–20 minutes.
- 03
Preparation and quality control
We prepare your personalised document pack from the information you provide, then complete quality control before an authorised release.
- 04
Download your complete pack
Receive all your documents by email with clear guidance notes. Take the complex instruments to a solicitor for final review, and use simpler documents directly.
Deep dive
What each document actually does
Full Sovereignty Stack
Save £47 vs buying both packs separately
- Family Discretionary Trust Deed
- Letter of Wishes
- Nominee Declaration
- Holding Company Incorporation Brief
- Shareholders Agreement
- Director Service Agreement Outline
- Will Framework
- LPA (Lasting Power of Attorney) Guidance Notes
Secure checkout · Personalised preparation · Authorised delivery
FAQ
Common questions
Your legacy deserves to be protected.
Secure checkout · Personalised preparation · Authorised delivery
Heirs & Order™ provides document templates for informational purposes only. This is not legal advice. We recommend all documents are reviewed by a qualified solicitor before execution.