How It Works
A simple, straightforward process designed around you. From your first free consultation to secure document storage, We guide you through every step with clarity and care.
Your Estate Planning Journey in 5 Simple Steps
I've designed a process that takes the stress out of estate planning. Here's exactly what to expect when you work with us.
Free Initial Consultation
We start with a relaxed, no-obligation conversation to understand your circumstances and what matters most to you. This takes place remotely by phone or video call, at a time that suits you. We'll talk through your situation, answer any initial questions, and explain how we can help – clearly and calmly, with no pressure.
Personalised Recommendations
Every family is different. Based on our conversation, we'll talk you through your options and explain what may be appropriate for you. This might include a Will, Lasting Power of Attorney, or a combination of documents. You'll understand what each option does and why it may be worth considering, so you can make informed decisions with confidence.
Document Preparation
Once you're happy to proceed, your documents are professionally prepared to reflect your wishes accurately and correctly. All documents are drafted to a high legal standard, and you'll receive copies to review before anything is finalised. We'll make sure everything is right before moving forward.
Review & Signing
When your documents are ready, we'll arrange a remote appointment to go through everything together and answer any final questions. You'll receive clear signing instructions so the documents are completed correctly and legally valid, including guidance on witnesses where required. Support is available throughout the signing process.
Storage & Ongoing Support
Once completed, your documents can be securely stored and registered where appropriate, so they can be easily located when needed. You'll also receive copies for your own records. If your circumstances change in the future, we're here to help you review or update your documents.
Designed to Fit Around Your Life
We understand that everyone has different needs and schedules. That's why our estate planning process is designed to be flexible, straightforward, and easy to fit around your life.
- Remote consultations – Appointments are held by phone or video call, so you can meet from wherever is most convenient for you
- Evening and weekend availability – Flexible appointment times to work around busy lives and family commitments
- No time pressure – Take the time you need to make decisions. We're here to guide and support you at your pace
Frequently Asked Questions
Common questions about the estate planning process
For a straightforward will, the process typically takes around 2-3 weeks from initial consultation to signed documents. Lasting Power of Attorney can take a little longer as there's a registration period with the Office of the Public Guardian. More complex arrangements involving trusts may take 4-6 weeks. However, We always work at a pace that suits you – there's no rush if you need more time to make decisions.
Absolutely. The initial consultation is completely free with no obligation. It's an opportunity for us to discuss your situation and for me to explain how We can help. You'll receive honest advice about what documents you might need, and clear pricing before you decide to proceed. There's no pressure – it's simply about understanding your options.
Life changes, and your estate planning documents should change with it. If your circumstances change – such as marriage, divorce, having children, or acquiring property – you can update your documents. we offer competitive rates for updating existing documents and We're always happy to discuss whether changes are needed. We recommend reviewing your will every few years or after any major life event.
You don't need to prepare anything specific, but it can be helpful to have a rough idea of your assets (property, savings, investments) and to think about who you'd like to benefit from your estate. If you're considering Lasting Power of Attorney, think about who you'd trust to make decisions on your behalf. Don't worry if you're not sure about everything – that's what our conversation is for.
Ready to Get Started?
Book your free, no-obligation consultation today. We'll discuss your circumstances and We'll explain how We can help protect what matters most to you.