For Life’s Toughest Moments
Bereavement, legal
& coaching services
OCM provides practical guidance and support, connecting you with trusted specialists when life’s challenges arise.
- Personal Coaching & Basic Financial Planning
- Will Writing & Lasting Power of Attorney
- Probate Support
- Bereavement & Concierge Services
At OCM it is not always necessary to be holistic and in certain life events or situations clients just need advice, assistance and sometimes someone to talk to. OCM has partnered with third parties in these scenarios so we can ensure our clients get the help they need when they need it.
The services that we can provide our clients are as follows:
- Coaching and building a very basic financial plan.
- Will Writing
- Lasting Power of Attorney
- Probate Support
- Bereavement and Concierge Services
- Getting a Legacy Box*
Need guidance or support?
If you just want to talk and see how one of our team can help either from OCM or by referring you onto a specialist in any particular area please let us know.
What is a Legacy Box?
A Legacy Box is a secure digital vault designed to store, organise and share important personal, legal and financial information. It forms part of your broader estate planning and bereavement support offering.
A Legacy Box allows you to:
- Store key documents securely in one place
- Record important information for loved ones
- Share access with trusted individuals
- Ensure your affairs are easier to manage if something happens
It is designed to reduce the administrative burden on family members during illness or after death.
What Can Be Stored in a Legacy Box?
It complements traditional estate planning by ensuring that documents don’t just exist — they can actually be found and used when needed.
Typically, it can include:
- Copies of your Will & details of your Lasting Powers of Attorney
- Insurance policy information
- Pension and investment details
- Mortgage information
- Account lists and key contacts
- Funeral wishes & Personal messages or guidance for loved ones
Important Note
The services above are provided by third parties. If you choose to proceed, you will do so under their own terms and conditions
Build a Legacy Box
With OCM
Need guidance, support, or someone to talk to? Connect with our team or get referred to a trusted specialist today.
