Estate Planning
Turn your wishes into a practical plan
Clear advice. Informed decisions. Support at every step.
More than just a Will
A Will is important, but it only covers part of the picture. Good estate planning goes further. It looks at everything that could affect your legacy and your family’s inheritance.
We’ll help you make a plan that reflects the full story. One that’s legally sound, but also clear and practical to carry out, and tailored to what matters most to you.
Estate planning works best paired with a clear handover plan. Together, your wishes are clearly recorded, and your family gets support carrying them out as you intend.
Advice that’s tailored, not off-the-shelf
Some people just come to us for a Will and handover service. Others need more complex legal structuring, such as support for guardianship, provision for children from previous relationships, or long-term protection for a family home.
Whatever your circumstances, we’ll help you work through the options and make informed decisions.
How it works
We’re here to guide you the whole way, meaning nuanced individual wishes can be carefully turned into a straightforward yet comprehensive plan.
1
Get in touch
Book your no-obligation consultation.
2
Personalised advice (20 min call)
We listen carefully to fully understand your family's financial, legal and personal circumstances.
3
Clear recommendations
Receive a tailored, easy-to-follow plan designed specifically around your needs.
4
Review and clarify (40 min call)
We discuss your detailed instructions and answer any questions so that everything’s completely clear.
5
Pay only when you're happy
Hidden costs diminish trust, so we offer simple pricing with no upfront charges.
6
Verify
We give you time to carefully check and verify all details.
7
Sign and secure
Your documents will become valid once signed and witnessed, and ready for secure storage.
8
Ongoing support and smooth transition
We continue to support you, your executors and trustees, ensuring a smooth and confident handover when the time comes.