Templar Estate Planning

Templar Estate Planning: face-to-face estate planning in Caversham

Templar Estate Planning is a local firm based in Caversham, Reading, that provides Will writing, Trusts, Lasting Power of Attorney (LPA) and Power of Attorney (POA) drafting and registration, Inheritance Tax planning, executor and probate services, live-in care services and bloodline and succession planning. The firm presents itself as a local team that clients can meet in person, rather than a call centre or a nationwide online portal, and it states that it explains matters in plain English without legal jargon.

The practice is led by David Robinson, Director and Estate Planner, with Claire Titcombe as Office Manager and Mark Boulle as Solicitor. The firm offers a free, no-obligation initial consultation, which can take place at its Caversham office, at the client's home, by telephone or by video call.

Will writing and Trust services

Templar Estate Planning describes a full range of Will writing services intended to cover different circumstances and needs, from simple Wills to more sophisticated Wills that use Trusts to maximise asset protection. It also sets up various types of Trusts designed to protect assets during the client's lifetime and after death, with the stated aim of keeping wealth within the family.

Beyond standard Wills, the firm lists Wills with Trusts, property protection and bloodline planning among its services. It also offers a free Will evaluation and a review service for existing Wills.

Powers of Attorney and Inheritance Tax planning

The firm specialises in drafting and registering Lasting Power of Attorney and Power of Attorney documents, so that clients can appoint trusted representatives to make decisions on their behalf in the event of short- or long-term incapacity. It also provides death and lifetime Inheritance Tax planning intended to minimise the tax payable on death; the firm notes that this work is time-dependent and often needs to be carried out in phases.

Other services listed include an executor service, a probate service, live-in care services and long-term care fee planning. The firm also mentions mortgages and protection among the areas it covers.

How the process works

The firm describes a step-by-step process. It begins with a form covering family structure, assets and liabilities, followed by a free consultation to establish the client's objectives. The firm then presents recommended solutions alongside transparent pricing, without sales pressure. Once the client decides, the firm gathers the necessary information, drafts the documents and sends an order summary for approval. After approval, it prepares the documents for signing, explains them fully and liaises with external parties on the client's behalf.

The firm states that it remains available after signing to help keep plans up to date as circumstances change, such as marriage, moving house or new grandchildren.

Client reviews

The website displays a Trustpilot rating of 4.9 from 85 reviews, described as an excellent rating as of 9 September 2026, alongside a separate rating of 5.0 based on 59 reviews. The published testimonials, dated between May and September 2026, describe experiences with Will writing and LPA applications and repeatedly mention clear explanations, patience and a lack of pressure. Several reviewers name David specifically.

Additional resources

The site includes a resources section with news and articles, videos, general guidance on Wills, an article on five threats to an estate after death, material on protecting a business, FAQs and a Life Book. It also lists offers and promotions.