Celebrating 5 Years of Soteria Planning: Our Commitment to Protecting Your Last Wishes

"This week marks a significant milestone for Soteria Planning – our fifth birthday! As we celebrate this journey, I often reflect on the reasons why I chose this path and why our mission remains so important today.

Whether it's drafting a Will, setting up a Trust, arranging Lasting Powers of Attorney, or ensuring comprehensive estate planning, our goal is to provide peace of mind and security for the future.

Over the past five years, we've had the privilege of helping over 6,000 individuals and families navigate these important planning steps. What makes this milestone even more special is knowing that our growth has been driven largely by recommendations and referrals – a testament to the trust our clients place in us.

As we look to the future, our focus remains the same: to continue empowering people with the knowledge and tools they need to protect their loved ones and their legacies. We understand that estate planning isn't just about documents; it's about providing clarity, confidence, and security for the road ahead.

Thank you to our clients, partners, and team members who have been part of this incredible journey. Here's to the next five years and beyond!

If you haven't yet taken the steps to secure your future, we're always here to help."

Get in touch and let us guide you through the process with care and expertise.

Jamie Shepherd, Founder

??The Evolution of Soteria Planning: From Solo Venture to Expert Team

Reflecting on our journey over the past five years, Soteria Planning has transformed from a one-person operation into a dynamic team of dedicated professionals. Founded by Jamie Shepherd in 2019, who began his career in estate planning in 2016, the company has grown to encompass a diverse group of experts committed to providing exceptional service:

Claire Earwaker dos Reis, an Estate Planning Consultant, focuses on making the process of drawing up Wills, Trusts, and Lasting Powers of Attorney accessible for everyone as well as managing our wider group operations.

Leah Rickwood thrives on sharing her knowledge to help clients understand the importance of protecting their families and assets.

Mike Rousou finds fulfilment in advising people on the best ways to protect themselves and their families.

Richard Dix, with a long and successful career in the print industry, brings a wealth of experience to his role as an Estate Planning Consultant.

Cindy Slaughter heads up the Marketing Team, ensuring that we deliver clearly the message of protecting your loved ones once you no longer can.

This expansion reflects our commitment to offering comprehensive, empathetic, and personalised estate planning services. Our family-focused culture and desire to help people remain the heartbeat of the company.

As we celebrate this milestone, we acknowledge that our growth and success are due to the trust and support of our clients as well as the amazing internal team who make it happen. We look forward to continuing to serve you with the same dedication and excellence in the years to come.

Contact us today to book your consultation with one of our dedicated professionals.

? A Glowing Testimonial: How Recommendations from Local Facebook Groups has Provided "Game Changing" Comfort and Clarity

On our 5th Birthday week, we’re proud to spotlight the heartfelt story of a couple we’ve had the privilege to support on their Estate Planning journey.

For these clients, having their affairs in order has brought a profound sense of relief and peace of mind, knowing their loved ones and assets will be protected when they’re no longer here.

From safeguarding family futures to ensuring personal wishes are honoured, this story reflects the true impact of thoughtful planning and serves as a powerful reminder of why taking these steps is so important.

From guiding young families to supporting clients during life’s critical moments, these testimonials remind us why we do what we do. Watch here.

?? Top 5 Blogs That Have Helped Soteria Planning Clients

Over the years, we've aimed to provide valuable resources to help our clients make informed decisions. We want to ensure you feel comfortable and happy with your Will Writer of choice and as such we strive to support you in educating you in all things estate planning.

To celebrate our 5th Birthday we wanted to remind you our top 5 favourite blogs:

For more insights, head to our blog page.

As we kick off 2025 with our 5th birthday celebrations, again we wanted to thank you for trusting us with your planning needs.

From heartwarming successes to thoughtful discussions, the last 5 years has been a journey for us all. We appreciate the trust you've placed in us and we look forward to potentially working with your friends and family in the future.

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