# Keep Trust Planning - Business Description

Keep Trust Planning is an Oxford-based Will and Trust planning firm specialising in bespoke estate planning solutions designed to protect assets and fulfil promises to loved ones. They serve families, couples, and individuals seeking to safeguard their property and financial legacies against threats including divorce, bankruptcy, and remarriage.

The firm offers two primary solutions: Will & Trust planning for couples wanting to protect assets whilst minimising inheritance tax, and Lifetime Trust Planning for single, widowed, or divorced individuals seeking immediate asset protection and probate cost savings.

What distinguishes Keep Trust Planning is their commitment to comprehensive care beyond initial document creation. Their Document Care Service securely stores and insures legal documents, with free unlimited Will amendments throughout the client's lifetime. The team comprises highly skilled professionals, many holding the prestigious TEP (Trust and Estate Practitioner) qualification, backed by £2 million professional indemnity insurance per case.

The business emphasises accessibility and education, offering regular live online workshops explaining Trust mechanics in plain language without legal jargon. Client testimonials highlight their approachable service style, thorough explanations, and willingness to address concerns beyond basic requirements—such as Powers of Attorney arrangements.

Abiding by the Society of Will Writers Code, Keep Trust Planning combines professional expertise with personalised service, recognising that every family's needs differ but promises to loved ones always matter.