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Estate Plan Office (EPO) Anmeldelser 

4
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TrustScore 4 ud af 5

4,0

Juridisk rådgivning
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Virksomhedsoplysninger

  1. Juridisk rådgivning
  2. også i
  3. Arveretsadvokat
  4. Finansrådgiver

Skrevet af virksomheden

YOUR LEGACY, PROTECTED. COMPLEX LAW, MADE SIMPLE. At Estate Plan Office (EPO), we act as a trusted partner to families, business owners, and professional advisers across the UK. We specialise in taking complex legal concepts—from Wills and Asset Protection Trusts to Lasting Powers of Attorney—and translating them into clear, jargon-free advice. ► WHO WE HELP: We are proud to serve a diverse range of clients with a single standard of care. ✅ FOR FAMILIES: Whether you are protecting the family home or need specialist advice for a vulnerable loved one (including Deputyships and Vulnerable Person Trusts), we guide you with empathy and patience. ✅ FOR INVESTORS: We provide the technical expertise required for complex estates, ensuring your tax and succession planning aligns with your financial goals. ► OUR APPROACH: We listen first, and advise second. We believe in transparency, fixed fees where possible, and treating every client like a person, not a case number. ► HAVE WE HELPED YOU RECENTLY? We read every review. Your feedback helps us grow and helps other families find the support they need.

Kontaktoplysninger

4,0

God

TrustScore 4 ud af 5

4 anmeldelser

5 stjerner
4 stjerner
3 stjerner
2 stjerner
1 stjerne

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Bedømt til 5 ud af 5 stjerner

Perfect associate for any Financial Planner

For any Financial Planner, the partners we recommend are a direct reflection of our own brand. I am writing this review for Estate Plan Office because they have become an invaluable asset to my practice and my clients.
There are three specific reasons why I recommend them to other advisors:

1) Complex Made Simple: Legal jargon often intimidates clients, causing them to stall on necessary decisions. Michael Eslami has a gift for translating dense legal concepts into plain English. My clients walked away feeling empowered and clear on the plan, rather than overwhelmed.

2) Responsiveness: Nothing is worse than referring a client into a 'black hole.' The communication from Estate Plan Office was impeccable. I was kept in the loop at every stage, ensuring I knew exactly where my clients stood in the process.

3) The 'Why' Matters: They didn't just draft documents; they understood the financial strategy I had built for the clients. They ensured the estate plan actually supported the asset protection and legacy goals we had established, rather than working in a silo.

If you are looking for an estate planning partner who respects the advisor-client relationship and delivers a seamless experience, I highly recommend connecting with them.

2. januar 2026
Uopfordret anmeldelse
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Besvarelse fra Estate Plan Office (EPO)

Hi Azim, thank you for such a detailed and glowing review. We know that referring a client is a massive transfer of trust, so we take that responsibility very seriously.

It is a pleasure collaborating with you because you build such robust financial strategies for your clients; our goal is simply to ensure the legal framework supports that hard work rather than working against it. I am glad we could provide the clarity and communication you value. Here’s to a continued successful partnership!

Best regards

Michael Eslami
Estate Plan Office (EPO)

Bedømt til 5 ud af 5 stjerner

Always good knowledge and Advice

I've been working with Michael at EPO for a while now to collaborate on trust work for my clients and the advice and knowledge Michael brings is always first rate. He and his team are excellent.

18. december 2025
Uopfordret anmeldelse
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Besvarelse fra Estate Plan Office (EPO)

Hi Karl, thank you for the feedback. It is always a pleasure working with you.

Structuring trusts for property investors can be complex, so having a knowledgeable professional like yourself on the other side makes the collaboration seamless. I’m delighted that we can continue to provide the high-level technical support your clients need to protect their portfolios.

All the best,

Michael Eslami
Estate Plan Office (EPO)

Bedømt til 5 ud af 5 stjerner

Thank you Michael of EPO

​I cannot recommend Michael of EPO highly enough for their assistance in creating a Vulnerable person Trust for my son. This is a complex area of law that requires not only technical expertise but also a high level of sensitivity. He was incredibly patient, answering all our questions and ensuring every detail was handled with care. We now have the peace of mind knowing our son’s future is secure and his eligibility for essential benefits is protected.
Navigating the future for a child with special needs is overwhelming but he took the time to truly understand our family's unique situation and our son’s specific needs. It’s rare to find a professional who combines such sharp legal/financial intellect with genuine compassion and explain in a jargon free way. We are so grateful for the clarity. Thank you Michael

17. januar 2026
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Besvarelse fra Estate Plan Office (EPO)

Dear Debdeep

Thank you for sharing your experience. Planning for the future of a child with special needs is perhaps the most important responsibility a parent faces, so it was a true privilege to help you navigate this.

I am delighted that we were able to secure your son’s future and protect his eligibility for essential benefits through the Vulnerable Person Trust. My goal is always to strip away the legal jargon so families can make these big decisions with absolute confidence and clarity. Knowing that you now have that peace of mind means the world to me.

Thank you again for choosing Estate Plan Office (EPO) to protect your family.

Michael Eslami

Bedømt til 5 ud af 5 stjerner

Incredible service. Just amazing.

Our family cannot thank Micheal enough for the support and advice he has given us with regards to a Deputyship for our daughter. He introduced us to people to help with a Mental Capacity Assessment, talked through all our concerns and made us feel listened too. If you require any advice about anything related to estates, wills, deputyships or anything they cover do not hesitate to get in touch.

16. januar 2026
Uopfordret anmeldelse
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Besvarelse fra Estate Plan Office (EPO)

Dear Julie,

Thank you so much for such a heartfelt review. Helping families navigate sensitive situations like Deputyships is exactly why we do what we do, and it was a privilege to support you and your daughter through this process.

I am so pleased that we could connect you with the right people for the assessment and, more importantly, provide a space where you felt truly heard and supported. Thank you for your trust and your kind recommendation—it means a great deal to me.

Best wishes to you and your family,

Michael Eslami
Estate Plan Office (EPO)

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