What do we do?
We can help with anything from setting up a simple Will to complex Will planning and re-writes. We can also do reviews and simple changes.
Helping you with the Lasting Powers of Attorney forms, and the registration process making sure your documents are valid.
Trusts are complex legal instruments. We can help set them up ensuring your assets and loved ones are protected.
Need help with the forms, estate management or accounts? Hand hold or full estate admin, we can support.
Award Winning Estate Planning
We were delighted to win the Best Marketing Award at the 2024 Legal Growth Awards. At the same awards, we were also awarded a special commendation as the best new business.
The award was presented to us by Darren Leggett from Property Ladder Group.
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Over 30 5* Google Reviews. Trusted by hundreds of clients across Yorkshire and in fact, across England and Wales.
Brilliant service, Fiona was informative, professional and efficient at all stages of preparing our Will and would have
no issues recommending her to anyone else.
Five star service from start to finish. I would recommend Fiona Morgan. She is very helpful and clear with advice, has a very pleasant and understanding nature.
Very professional and empathetic , nothing was too much trouble
Will use her services again
Fiona recently helped me to write my Will and LPAs. She was friendly, knowledgeable and efficient. Highly recommend.
I would highly recommend Fiona, she supported my mum with LPA applications. Fiona was very patient and compassionate and explained the process in an easy way and captured my mums wishes perfectly.
Find out more about our services
Why write a Will?
- Protect loved ones
- Make specific gifts
- Appoint Executors
- Appoint Legal Guardians
- Make provision for disabled beneficiaries
- Make charitable gifts
- Reduce chance of a dispute
Why make an LPA?
- Decide who looks after your affairs
- Make things easier for your family
- Make decisions about your care
- Ensure monetary gifts can still be made
- Ensure bills can still be paid
Why think about Trusts?
- Reduce burden on loved ones
- Make things easier for your family
- Protect assets for the benefit of specific people
- Protect your share of a family home
- Protect your estate from divorce of a loved one
Probate support...
- Reduce burden on loved ones
- Make things easier for your family
- We handle the complex form filling
- Reduce family arguments
- Allow loved ones the time to grieve without additional stress
About Fiona Morgan
Hi, I’m Fiona. I’m an estate planner based in Sheffield. I’ve been supporting my clients since 2017. I’m delighted to have been trusted by hundreds of clients to help them with their estate planning. The peace of mind we can provide to clients is what we strive for.
When I’m not writing Wills, you’ll find me with my two adorable dogs.
I’m a member of the Society of Will Writer – and a regional chair for them supporting other estate planners.
I often present on the subject of estate planning and am trusted by lots of professional partners in supporting their clients.
If you’d like a free informal chat about your circumstances and wishes, feel free to get in touch.
T: 0114 399 5236
E: info@morganwillsandtrusts.co.uk
To book an online, initial 30 minute meeting to see how MW&T can help you with your estate planning, please click here.
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© 2022 Morgan Wills & Trusts
Morgan Wills & Trusts is a member of the Society of Will Writers and follow their code of conduct.
Based in Sheffield covering South Yorkshire, Derbyshire and further afield.
Morgan Wills & Trusts, Alison Business Centre, Alison Crescent, SHEFFIELD, S2 1AS