Responsible Estate Planning

Our Process


Peace of mind in four easy steps

Step One – Your Free Telephone Appointment

Book in your free no-obligation initial telephone consultation with one of our estate planning specialists. Whether you have an existing plan for your estate, that you wish to update, or if you are interested in creating a new plan, we can help. Your appointed expert will talk you through the process and get to know you and your unique situation.

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Step Two – Receive your draft document pack

Following your consultation, your estate planning expert will draft any required documents and make them available to you via email. This part of the process typically takes two working days. You can then review and tailor either your Will, Lasting Power of Attorney or both. Once you are happy that your documents reflect your wishes and instructions, you can pass your amendments back to us.

Step Three – Amendments & Confirmation

It is vitally important you are satisfied with your new documents; therefore, you can make revisions and amendments at no extra cost. We want to make sure that you are confident in your Will or Lasting Power of Attorney. Once you are satisfied that you wish to progress, you can inform us to proceed quickly and easily via telephone or email.

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Step Four – Delivery & Registration

All your completed documents will be sent via Special delivery to ensure their security. Copies are sent to all interested parties; we can then deposit your Will or Lasting Power of Attorney with the Probate Service or Office of the Public Guardian respectively, should you wish. This step usually takes two weeks for confirmation of the registration of your new Will and up to 10 weeks for the registration of your LPA.

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Step One – Your Free Telephone Appointment

Book in your free no-obligation initial telephone consultation with one of our estate planning specialists. Whether you have an existing plan for your estate, that you wish to update, or if you are interested in creating a new plan, we can help. Your appointed expert will talk you through the process and get to know you and your unique situation.



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Step Two – Receive your draft document pack

Following your consultation, your estate planning expert will draft any required documents and make them available to you via email. This part of the process typically takes two working days. You can then review and tailor either your Will, Lasting Power of Attorney or both. Once you are happy that your documents reflect your wishes and instructions, you can pass your amendments back to us.



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Step Three – Amendments & Confirmation

It is vitally important you are satisfied with your new documents; therefore, you can make revisions and amendments at no extra cost. We want to make sure that you are confident in your Will or Lasting Power of Attorney. Once you are satisfied that you wish to progress, you can inform us to proceed quickly and easily via telephone or email.



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Step Four – Delivery & Registration

All your completed documents will be sent via Special delivery to ensure their security. Copies are sent to all interested parties; we can then deposit your Will or Lasting Power of Attorney with the Probate Service or Office of the Public Guardian respectively, should you wish. This step usually takes two weeks for confirmation of the registration of your new Will and up to 10 weeks for the registration of your LPA.



When you are ready, so are we

Case Study

John’s family had been trying to discuss the subject of Lasting Power of Attorney for a few months. Since his wife Margret had passed away last year, he had been living alone in the countryside, and a recent diagnosis had changed his circumstances.

John had been putting off the conversation because he did not want to admit that he was not always going to be in control. However, by having an honest discussion with his family, and an estate planner, he put in place a clear and legally binding plan to ensure he was comprehensively taken care of.

By being responsible and engaging in the conversation, John managed to put in place a Lasting Power of Attorney before it was too late. It enabled his family to care of not only his property and finances but also his health and welfare.