About Your Estate Planner
Your local estate planner, dedicated to helping families across North Yorkshire and the North East protect what matters most.
Frances' Story
Your Estate Planner was founded by Frances after seeing first-hand how many families struggle during difficult times, often because the right planning wasn't in place. Through both her professional work and personal experience, Frances saw how confusing and stressful it can be to deal with a loved one's affairs - and how little people are often aware of the options available to protect themselves and their families.
Frances holds an LLB Law degree and has spent over six years working in financial services, primarily as a protection adviser, helping families plan for the unexpected. She is also CeMAP qualified, bringing a strong understanding of financial protection, risk and long-term planning into her estate planning work.
Estate planning isn't just about documents - it's about peace of mind. That's why every client is supported with a reassuring, personal and caring approach, with everything explained clearly in a way that's easy to understand.
Your Estate Planner works to high professional standards, with professional indemnity insurance in place and care taken at every step to ensure everything is accurate, handled properly and always in your best interests.
Local to the Area, Here for You
Being based in the region means Your Estate Planner understands the needs of families across North Yorkshire and the North East. We work with clients throughout the area and are familiar with the local communities, values and concerns that often shape estate planning decisions.
Whether you're based in Darlington, Durham, Harrogate, or elsewhere across North Yorkshire and the North East, you'll be supported by a local estate planning business — not a faceless firm operating from miles away.
This local understanding allows us to offer advice that's relevant and practical. From awareness of the regional property landscape to the family considerations that commonly arise, our guidance is shaped by real experience working with families in this area.
Most importantly, Your Estate Planner is here for the long term. We focus on building trusted, ongoing relationships and providing continuity and support - not one-off transactions.
Our Approach
Personal Service
When you work with Your Estate Planner, you're supported by a dedicated estate planner from start to finish. You're never passed between departments or left wondering who you're dealing with. Every part of your estate planning is handled with care, so you always have a clear point of contact and consistent support throughout.
A Simple and Efficient Process
Estate planning doesn't need to be complicated. Our process is designed to be clear, efficient and easy to follow, using modern systems that keep everything organised and moving smoothly. You'll always know what stage you're at, what's coming next, and what you need to do - without unnecessary delays or complexity.
Video Consultations That Fit Around Your Life
All appointments are held remotely via video call, allowing you to access professional estate planning guidance from the comfort of your own home. This flexible approach works around busy schedules while still offering the same level of care, attention and support you'd expect from a traditional meeting.
Clear, Easy to Understand Advice
We believe you should feel confident in every decision you make. That's why everything is explained clearly, in a way that's easy to understand, with time taken to answer your questions fully. No legal jargon. No rushing. Just straightforward guidance you can trust.
Ready to Protect Your Family?
Book your free consultation today. We'll take the time to understand your circumstances and explain how we can help.