Services
We offer a professional and affordable service, offering discretion at all times. We understand how important it is to get this right, and we know how emotional it can be.
Most importantly we will provide you with a Will tailored to meet your individual needs.
We can meet with you in the comfort of your own home or place of work, and if required we can meet with you in the evening as well (after all you have to work too)..
We do also carry out appointments via Facetime/ WhatsApp/ Zoom and Teams video calls and over the phone if required.
Explaining the service we provide..
1st Appointment
(Please allow up to 1 hour for this appointment).
We talk with you about why you want a Will, and what you want your Will to do.
We need to talk about your estate in detail, this includes questions about how much your property is worth, whether you have life cover policies in place, how they are setup, whether you have investments, pensions, or if you have any debt? Do you have children or dependents that need to be taken into consideration?
This information helps us build a picture of your estate and allows us to suggest ways of writing your Will in the most tax efficient way possible, taking into account your wishes.
After the Appointment
Within 14-21 days we will often send you a copy of your Will to check, and if any amendments need to be made we can make them at this stage.
2nd Appointment
We will bring your bound Will to the appointment, we will talk through the Will once more and make sure you understand the instructions and wishes that your Will contains. Once your are happy with it, and in the presence of two witnesses you will sign and date your Will, and then your two witnesses will sign and date your Will too.
Your Will is now in place and valid! Congratulations!
That’s how easy it can be…..
What else can we do for you?
We can provide important Additional Services.
We can be open with our customers and show you our Price list.