How I help you

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• Basic Wills
• Family Wills that protect the things you've worked hard for, for your family and their families
• Trusts which enable you to leave your business to your family in the most tax efficient way
• Trusts which protect your home from care fees should both of you need care before one of you passes away
• Lasting Powers of Attorney to enable your family to look after you when you're less able to do things for yourself
• Deputyship for children with disabilities who will not be able to manage their own finances from age 18
• Deputyship for elderly people who  haven't put in place Lasting Powers of Attorney before the onset of dementia, for example

You get a FREE Family Will Consultation & Report to help you understand the options available to you based on your family circumstances and I discuss with you a Recommendation and Options Report, so that you can make a fully informed decision. 

You only pay when you decide to go ahead.  

I go through the 6-step Will process* at your pace, fitting around your family life and work. 

Daytime and evening appointments are available at home or by zoom.   

*  Wills & LPAs process      

Step 1 – initial chat about your family circumstances and options to consider     

Step 2 – complete a questionnaire      

Step 3 – discuss Recommendation & Options Report 

Step 4 – instructions and payment      

Step 5 – check instructions and sign T&Cs

Step 6 – receive documents to sign and keep safe      

Step 7 – for Lasting Powers of Attorney – signed documents are checked and sent to OPG (Govt department) to make them legal