What is the Process

1
Cup of Tea!

The first step of our full Estate Planning Service is to meet a consultant – in the comfort of your own home – so we can understand you and your situation. This is a confidential and informal discussion about your family, your assets and, perhaps most importantly, the goals that you have for your assets. Plus, our consultants do appreciate a good cup of tea!

2
Instructions

Once we understand your situation, we can advise what solutions will achieve your goals. If you are happy with our advice, the we can take instructions for your Will and any other services that will help you.

3
First Drafts

Your instructions will be submitted to our drafting team, and the first draft of your will and any other services will be sent to you by post or by email for checking. Your consultant is there to help you understand your drafts, and our friendly staff will be standing by to either accept your approval or amend the documents as necessary until you are 100% happy with them.

4
Finals

Once approved, your draft documents will be produced in their final format, ready for signing and witnessing. The consultant will ordinarily supervise the witnessing to ensure that your documents are legally binding and effective when they are needed.

5
Registration and Storage

Depending on which services you have taken, some documents will need registering with the appropriate government bodies so that they are effective. You also have the option to take advantage of our secure document storage facility to ensure the right people get the right documents in the right condition at the right time! Once done, your affairs are in order and you can sleep easier at night knowing your family is taken care of.