Our Estate Planning Process

Our Estate Planning Advisers will listen to, and understand your unique needs. They will advise and explain everything clearly so you can confidently decide what you’d like to do.

1. Contact Us

Book a meeting with one of our Estate Planning Advisers by using our booking form our by giving us a call.

2. Meet an Adviser

You will have a meeting with one of our Estate Planning Advisers to review your information and discuss your needs.

3. Prepare Documents

Your Estate Planning Adviser will prepare draft versions of your documents and will send them to you for you to review.

4. Further Discussions

You’ll have further discussions with your Estate Planning Adviser to finalise your documents.

5. Signatures

You come to our offices to sign your documents.

6. Finalised Documents

Your finalised and signed documents are sent to you in the post or securely stored in the agreed location.

Meet the team

Bella Legard - Estate Planning Adviser

Bella Legard

Estate Planning Adviser

Duncan Edwards

Estate Planning Adviser

Tony Penn

Estate Planning Adviser

Ricci Haslam

Estate Planning Administrator

Get started with Estate Planning

Call us using the number below or fill in the enquiry form to request more information.

01452 623 620

Have complete control over your assets

Give security to your loved ones

Have peace of mind

Make an enquiry

Please fill in the form below and one of our Estate Planning experts will be in touch.