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K&Co Estate Planning

K&Co Estate Planning specialise in the delivery of estate planning services. This includes advice on Wills, Trusts, Powers of Attorney, Inheritance Tax Planning and Probate Services. K&Co Estate Planning work with Charities, Corporate Clients and Private Clients to ensure legally robust solutions are implemented alongside outstanding client care.

Updated:
11 June 2018
Location:
East of England
Sectors:
Legal
Local Alliances:
Chelmsford Dementia Action Alliance , Southend, Castle Point and Rochford District Dementia Action Alliance

1. Action Plan

1. The National Dementia Declaration lists seven outcomes that the DAA are seeking to achieve for people with dementia and their carers. How would you describe your organisation’s role in delivering better outcomes for people with dementia and their carers?

The work that K&Co particularly addresses are some Statements of the Declaration. Locally: Our work for all client(s) & especially those in later life ensures that personal choices and decisions are met both before & after death, our work with Lasting Powers of Attorney ensures that clients have the legal mechanisms in place to facilitate support enabling them to live life, & our technical expertise ensures that every client(s) (& their family) is fully aware of all the options they have available regarding finances & succession planning. Nationally: Our work through nationwide Dementia organisations allows us to contribute to the ongoing & much-needed education process to the public in estate planning matters. A legal structure that underlies every client(s) support is a crucial part of their care & ensures that they have the knowledge and know-how to live the fullest life & leave their affairs secure for their family(s).

2. What are the challenges to delivering these outcomes from the perspective of your organisation?

The challenge we at K&Co Estate Planning face is changing public perception. The context or landscape of our work is not well-understood. Most individuals recognise the necessity of estate planning, but there still exists too much confusion and myth about what is & isn't possible. There is also the unfortunate lack of urgency with the majority leaving their estate planning 'too late' - fewer than 30% of the UK population have an up-to-date Will & less than 1% have an up-to-date Power of Attorney. K&Co Estate Planning are committed, through their support of charities, to improving awareness, simplifying processes & encouraging change for every client.

2. Actions

  • K&Co Estate Planning Legal staff to become Dementia Champions

    Starting with the Company Director, K&Co Estate Planning will put its staff through Dementia Champions Training programs.

    This will ensure that the organisation as a whole is empowered to support work Dementia care in the local community and work with families affected by Dementia.

    The Director has just completed the Dementia Champions Training.

    The staff are being booked on as we speak 

    Status:
    Being implemented
  • Improve awareness of estate planning provision for those affected by Dementia in the wider community, through Care Home Networks

    K&Co Estate Planning is preparing to deliver training to some local Care Home staff in Essex on estate planning matters. Whilst this has the beneficial short-term impacts of upskilling staff, improving provision for residents and assisting carers and families, it is also part of a much larger awareness campaign. K&Co Estate Planning is committed to dispelling some of the myths and misunderstandings surrounding estate planning and legal provision for vulnerable adults. By providing pro bono training on estate planning services and products to families and carers, as well as those affected by Dementia, K&Co Estate Planning hope to contribute to a better knowledge and understanding of estate planning within the community at large.
    Status:
    Delivery
  • Develop Relationship with and support for the Dementia Clients

    Discussions are underway with the Trustees and staff in Essex to explore how K&Co Estate Planning can provide support for its clients in Essex. K&Co Estate Planning are offering: Pro bono advice seminars and information sessions on all aspects of estate planning. Pro bono advice seminars and information sessions on Capacity and Powers of Attorney Pro bono ad hoc advice to all Trustees and staff in estate planning queries Pro bono training to all Dementia staff and volunteers so that they have an understanding of the landscape of estate planning and will be equipped to answer simple enquiry from clients and their families. Pro bono drop-in sessions for all clients and their families. Support materials for those affected by Dementia in relation to estate planning
    Status:
    Planning