Soteria Planning

What Soteria Planning does

Soteria Planning, trading as Soteria Estate Planning and legally constituted as Soteria Estate Planning Limited, is a UK-based professional services firm specializing in personal estate planning for individuals and families. Founded in 2019 by Jamie Shepherd (who entered the industry in 2016) and headquartered in Bracknell, Berkshire with a registered office in Binfield, the firm serves clients across South East England with wills, trusts, lasting powers of attorney, inheritance tax planning, probate, Court of Protection & deputyship work, and contentious probate. The founder has personally conducted over 4,000 client meetings and the firm reports having helped more than 5,000 people, supported by 200+ five-star Google reviews.

The firm's technology stack is conventional for a modern advisory practice rather than proprietary: scheduling is handled through Calendly, client onboarding and document management through the Zenplan client portal, and the public-facing website was built by Estate Apps. The firm holds FCA authorization under reference 999314 and is a member of the Society of Will Writers, providing the regulated credentials required to operate in this category. It has been shortlisted for the Probate Industry Awards 2025, signaling an active brand-building posture.

Soteria operates a fee-for-service professional services model, charging clients on a per-engagement basis for consultations and document preparation across wills, trusts, LPAs, probate, and specialist work such as Court of Protection deputyship and contentious probate. Go-to-market is locally distributed across the South East of England, supported by a digital channel for inbound lead generation and referral-driven repeat family business. The firm is founder-owned and bootstrapped, with no external funding, M&A, or public valuation disclosed. Headcount sits at approximately 10-15 staff, consistent with a small but scaling regional practice.

Name

Soteria Planning

Legal name

Soteria Estate Planning Limited

Website

https://soteriaplanning.uk

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

11–50 employees

Short description

Soteria Planning is a UK-based estate planning firm in Bracknell, Berkshire, that prepares wills, trusts, lasting powers of attorney, and probate documents for individual and family clients across South East England. Founded in 2019 by Jamie Shepherd, the firm is FCA-authorized and operates a fee-for-service professional services model.

Ownership category

akta.pro rank

Product category

Estate Planning Services

NAICS

Trusts, Estates, and Agency Accounts (52592)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Estate & Legacy Planning Advisory (FSAEAAAG)

akta.pro secondary industries

Estate Planning & Trust Structuring Advisory (FSAEAKAC), Estate & Probate Administration Services (FSAEAKAD), Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)

Keywords

• Estate planning services
• Will writing services
• Trust planning
• Lasting powers of attorney
• Probate services

Headquarters

HQ city

Bracknell

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Estate Planning Advisory Services: Professional estate planning services including Wills, Trusts, Lasting Powers of Attorney, and Probate services. Revenue derived from consultation fees and document preparation services.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Soteria Planning is an estate planning advisory firm that drafts bespoke Wills, sets up trust structures (including Mirror Wills, Right to Reside, Business, Life Interest, Discretionary, Vulnerable Person's, and Flexible Life Interest Trusts), arranges Lasting Powers of Attorney (LPA), delivers Probate and Court of Protection/Deputyship services, manages Contentious Probate disputes, and provides Inheritance Tax planning advice for individuals and families in South East England. Services are delivered through a structured 4-step process of appointment booking, consultation, document drafting with witness signing, and secure storage, supported by Zenplan client portal and a Calendly booking system.

Product overview

Soteria Planning operates as an estate planning service company offering a comprehensive suite of services centered on wills, trusts, and Lasting Powers of Attorney. Their core service portfolio includes bespoke will writing (Wills & Trusts), Lasting Powers of Attorney for both personal and business affairs, and probate services. They provide specialized trust structures including Mirror Wills, Right to Reside Trusts, Business Trusts, Life Interest Trusts (Property Protection Trusts), Discretionary Trusts, Vulnerable Person's Trusts, and Flexible Life Interest Trusts (FLITs). Additional services cover Court of Protection and Deputyship applications, contentious probate dispute resolution, and Inheritance Tax planning. The company also offers a free Will Writing Guide as a lead resource. Their 4-step process includes initial consultation, document drafting, witness signing, and secure storage.

Differentiator

Problem solved

Functional benefit

Products and services

• Wills & Trusts Bespoke will writing and trust planning services tailored to individual circumstances, including protection of assets, property, and family interests. Delivered through consultations, document drafting, witness signing, and secure storage for individual and family clients in South East England.
• Lasting Powers of Attorney (LPA) Legal documentation service allowing clients to appoint trusted individuals (attorneys) to make decisions on their behalf if they become unable to do so due to illness, ageing, or loss of mental capacity, providing peace of mind and future safeguarding.
• Probate Services Support service for executors and families administering estates, including assistance navigating probate processes and resolving inheritance disputes. Includes Contentious Probate dispute support with professional mediation and guidance.
• Court of Protection & Deputyship Legal process support for families seeking authority to manage affairs for loved ones who have lost mental capacity, including full application support and ongoing responsibility guidance for appointed deputies.
• Contentious Probate Expert support in managing disputes over Wills or inheritance, providing sensitive professional mediation and guidance for families to resolve contentious probate matters efficiently and fairly.
• Inheritance Tax Planning Advisory service delivering strategic planning to minimise potential Inheritance Tax liability and protect family wealth for future generations, often delivered in collaboration with clients' existing financial advisers.

Quantifiable outcome

• 5000+ people helped with Wills, Trusts, LPAs and estate planning
• +2 more outcomes

Named customers6 records

Segments5 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core and supporting.

• Society of Will Writers (SWW)coreStrategic or Co-development PartnerSoteria Planning is a member of the Society of Will Writers. All advisers undergo the same training, meet SWW criteria, and are insured through this membership. This provides professional standards, training, and credibility for the estate planning services offered.
• ZenplansupportingTechnology or IntegrationSoteria Planning uses Zenplan as their client management platform. Clients are directed to https://zenplans.com/soteria-planning/ for their 'Zenplan' client portal.
• Financial Advisers/AdvisorssupportingStrategic or Co-development PartnerCompany works collaboratively with Financial Advisers on Inheritance Tax planning. Case studies mention working with clients' existing Financial Advisers to ensure estate planning complements broader financial planning.
• Estate AppssupportingTechnology or IntegrationWebsite crafted by Estate Apps (estateapps.co.uk), indicating a technology partnership for their web platform and digital presence.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Clarke Willmott: National UK law firm with a Private Client practice covering Wills, Probate, Trusts, and Inheritance Tax planning. Overlaps Soteria's estate planning services but as part of a broader full-service legal practice.
• Irwin Mitchell: Major UK national law firm with significant Wills, Probate, and Estate Planning practice serving private clients. Comparable services but at substantially larger scale and broader geographic reach.
• Slater and Gordon: National UK law firm offering Wills, Probate, and Estate Planning among broader legal services. Comparable in estate planning offerings but operates as a multi-practice incumbent rather than a specialist.

Direct peers

• Harrison Drury Solicitors: UK regional law firm with dedicated Wills, Trusts, and Probate teams offering home visits and estate planning advice. Directly comparable in regional UK advisory-led service model.
• Premier Solicitors: UK regional solicitors specialising in Wills, Probate, and Estate Planning with a focus on home visits and personal service. Directly comparable regional specialist competing for similar elderly/family clients.
• Co-op Legal Services: Major UK will-writing and estate planning provider offering Wills, LPAs, and Probate both online and via local advisers. Directly comparable to Soteria in service mix, though operating at much larger national scale.
• Thursfields Solicitors: UK regional law firm with a dedicated Wills, Trusts & Probate department offering home visits and estate planning advice. Directly comparable regional competitor with similar service portfolio.
• Tollers Solicitors: UK regional law firm offering Wills, Probate, LPAs, and Estate Planning including Court of Protection work. Closely comparable mid-sized regional competitor with similar client segments.
• Wilson Browne Solicitors: Mid-sized UK regional law firm providing Wills, Probate, Trusts, LPAs, and Court of Protection services. Closely comparable to Soteria in service scope and regional advisory approach.

Emerging players

• Farewill: UK digital-first will-writing and probate platform offering low-cost online Wills and LPAs. Represents an emerging competitive threat to Soteria's lower-complexity estate planning work via a fully digital delivery model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/soteria-planning

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Soteria Planning