Protectus Legal Services

Wills, Trusts, Lasting Powers of Attorney, Estate & Tax Planning Services

Protectus Legal Services

Wills and Trusts to protect your assets
Lasting Powers of Attorney
Estate and Inheritance Tax Planning
Free home visits
All fees are fixed and agreed in advance
Protect your family home for loved ones
Act for vulnerable family members

Why should I create a Will?

In truth, your Will makes administering your estate less complex for your loved ones, and ensures your gifts pass to your chosen beneficiaries, not those chosen for you.

How long does it take?

The process takes as long as you wish it to take. I act at a pace you are comfortable with; you are always in control.

What do I need?

There are three things you need to know to make a Will, the extent of your estate [your worldly goods], who is entitled to it and to whom you wish to gift it. I act to assist and support your decision making to turn your wishes in to a legally binding document, which comes as a great relief to many of my clients.

Is it complicated?

Your Will can be as detailed or as simple as you wish. You may wish to have simple single or mirror (you and your partner) Wills or more complex Wills which give instructions to protect assets in post-death trusts.

What if I do not have a valid Will?

Without a Will, your estate will be subject to the ‘Laws of Intestacy.’ The first portion of your estate will go to the surviving spouse or civil partner, with the remainder divided between the survivor and the children. It is not uncommon for whole families to lose inheritances because of remarriage, or the survivors need for long term care. If you are unmarried, your partner will receive nothing. Do not leave your estate in the hands of others, who you may not wish to inherit and/or who are not legally bound to execute your wishes.

What does it cost?

I work on a fixed fee basis, agreed in advance, so there are no hidden costs. I offer discount for NHS staff, so please do not hesitate to ask for a quote.

Powers of Attorney

It is a common misconception that family members can act for one another, this is not the case. The reason is to protect loved ones from exploitation. If you are over eighteen and have mental capacity, you can create Lasting Powers of Attorney (LPAs) and appoint attorneys (usually loved ones) to assist you to make decisions and/or act for you. Please ask me for more information.

A valid Will can help to:

Provide peace of mind and ensure the people you want receive their inheritance.
Protect your wealth, which you have worked hard to attain.
Remove the need for loved ones to make difficult decisions at a stressful time.
Provide security for vulnerable family members when you are gone.
Minimise your inheritance tax liability.

If I don’t have a VALID WILL what should I do?

Call Mike Shield on 07887 740 341 / 01642 761 091
or E-mail mike@protectus.org.uk

Don’t risk your entire estate with a Will drawn up by anyone other than a trained professional.

Mike Shield

Independent Insurance Advisor

Will Writer & Estate Planning Practitioner

Call 07887 740 341 / 01642 761 091 or E-mail mike@protectus.org.uk

Client Testimonials

Dealing with Protectus was a very easy uncomplicated process to obtain an LPA. Mike was very helpful and explained every step of the process. I would not hesitate to recommend him to anyone needing an LPA. I am very satisfied with the services provided.

Mr L.T. BlascoHealth & Welfare and Property & Financial Affairs Lasting Powers of Attorney

Thank you for all your assistance and patience with this. My wife and I have avoided this for some time now due to what we thought were complexities and hassle, but your clear speedy guidance helped us both through it with ease.

Peter ODonnellMirror Wills inc Property Protection Life Interest Trust

Mike helped us sort out an LPA for my disabled brother, there were certain challenges to overcome and Mike visited us all in his home and got it all sorted for us superfast, I wouldn’t hesitate to use Protectus again, a genuine compassionate service, and good prices 100% recommend. Thanks Mike 🙂

Adam CarrollHealth & Welfare and Property & Financial Affairs Lasting Powers of Attorney

We were extremely lucky to find Mike. He gave great comfort and relief at a most difficult time. His services were provided in an extremely compassionate way and utterly professional manner. I have no hesitation in recommending him.

Sue TrousdaleSingle Will

Extremely professional and a first class communicator, Mike has been a guiding light through what could have been a challenging process. I recommend and will use again without hesitation.

John WhitehouseHealth & Welfare and Property & Financial Affairs Lasting Powers of Attorney

We had a great experience working with Mike on our will. He was very professional, helpful, and clear throughout the whole process. Everything was handled smoothly and efficiently, which made the experience stress-free. Highly recommended.

Mona & Mo BahgatMirror Wills

Thank you for your help with my household insurance (building and contents). Because of my unresolved claim situation, I was struggling to find an insurer to give me a quote to compare with my existing insurer. I had tried insurers directly and other brokers. You found an insurer who offered me the required household insurance at a competitive price. I have now taken out the policy with that insurer.

Robin MillmanBuildings & Contents

Stress free, no pressure appointment. Everything was explained fully, fully recommend.

Bev & David TheakerMirror Wills inc Property Protection Life Interest Trust

Mike Shield was excellent, very professional and explained the process every step of the way making it a very smooth and friendly experience. Many thanks Mike

Stuart & Jayne WalesMirror Wills inc Property Protection Life Interest Trust inc severance of joint tenancy

I couldn’t of asked for a more profesional advisor for putting my financial and wellbeing matters into place from Mike, he is very clear and explains all matters to you when it comes to putting everything down in writing for protection for family’s futures. He is very reliable, honest and trusted. I would highly recommend Protectus as I have for over the last 10 years…

Claire PollardPersoanl Insurance and Estate Planning

Mike came higly recommended and we were not disappointed. We have had him help us with a few things over the last couple of years. We found him to be honest, friendly, professional, punctual, easy to understand and prices are fair. Happy to recommend him – and already have done so to friends and family.

Lorna & Paul ShepherdEstate Planning

It was a blessing to meet Mike, he is very helpful in all aspects of creating a Will and a good Adviser. He help me with insurance claim which he found out that I still get a claim. Very approachable and explained in detail which is easy to understand. Good service.

Renita & Felipe JornadalPersoanl Insurance into Trust, Persoanl Insurance Claim, Mirror Wills inc Vulnerable Persons Trust

Mike arranged a home visit to help my parents with Will writing and property into Trust, the process was seamless and he had a fantastic demeanour with mum and dad, nothing was too much trouble for him. Would highly recommend 🙂

Rachel DimmickMirror Wills inc Property Protection Life Interest Trust

Mike arranged a home visit to discuss and plan my Will; listening to my thoughts and advising as we went along. The Will was returned for reviewing with Mike happily making any changes as requested. It is now signed and sealed. Job done. Price very reasonable. Whilst doing the Will, we discussed the Private Medical Insurance I held. Mike was able to find me a cheaper policy for Private Health Insurance, like for like. No pressure selling, information shared and the rest was up to me. I would recommend Protectus Ltd.

Gail RobinsonSingle Will inc business Will, Private Medical Insurance

I don’t normally leave reviews, but I can highly recommend Mr Mike Shield. He came to my home to make my Will, he was very helpful giving me all the advice I needed, as its so important, I now have peace of mind knowing my wishes will be carried out. He is very professional, polite and reliable, and very easy to talk to.

Linda Marie SandersonSingle Will, Personal Whole of Life Insurance

Mike was really supportive and helpful creating our family trusts and all the Wills after my father passed away, nothing was too much trouble as he had to work around family members being all around the country. I would definitely recommend Mike and his company.

Graham McLeanLife Interest Trust

Mike guided us through our Mum’s Will that she had written with Mike previously. He came out to see us on an evening, at a difficult time, patiently talked us through the process, offered guidance and understanding without pressure. It was also nice that he hadtaken note of who my Mum was as a person so it felt more reassuring than dealing with someone that didn’t know her. We therefore opted to use him for the next stage.

Lynsey CraigLife Interest Trust

Excellent professional service, went above and beyond out of normal working hours!

Luke Dodds on behalf of Mary DoddsSingle Will inc Right to Reside Trust

My wife and I could not fault this Will professional service. Mike took time explained everything in detail and never at any point put pressure on us. He left everything with us to read and explained any questions we had. Payment was not an issue and did not want payment until we were totally happy and the cost was as agreed. Would highly recommend and we have already passed his contact details to friends. Jack & Sue Hurst

Jack & Sue HurstMirror Wills inc Post Death Property Life Interest Trust

From start to finish, Mike took time to listen to our needs and concerns and provided sound advice catering for our WILL wishes. Having been diagnosed with Stage 4 Cancer Mike came to our home on two occasions and also answered any calls/texts/emails in a speedily response, the sort of personal service that sadly is non existent these days. Totally professional throughout and certainly put our minds at ease for our future. Thank you Ian & Tracy

Tracy & Ian WhittakerExpedited Mirror Wills

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17 Langleeford Way Ingleby Barwick Stockton-on-Tees TS17 0FB

07887 740 341 | 01642 761 091

Email: mike@protectus.org.uk

Mike Shield would like you to know that he takes your trust seriously and that Protectus Ltd (FRN 1014809) Registered Office: 17 Langleeford Way, Ingleby Barwick, Stockton-on-Tees, TS17 0FB is an Appointed Representative of Movo Partnership Ltd who are authorised and regulated by the Financial Conduct Authority, authorisation number 823503. Registered Office: First Floor, 30 High Street, Chislehurst, BR7 5AS Registered in England No: 11544238. Protectus is registered with the Information Commissioners Office, Data Protection Registration Number ZB524506.

Mike Shield, of Protectus is a member of the Society of Will Writers and Estate Planning Practitioners and abides by its Code of Practice.

Protectus Legal Services

Wills, Trusts, Lasting Powers of Attorney, Estate & Tax Planning Services