Members & Regulated by the Society of Will Writers
Written Report, Not Just a Chat
Personal to Your Estate
No Obligation to Proceed
Deducted From Any Future Work
A clear, written picture of your estate, what you have, what could catch your family out, and exactly what you need to put right. Before you commit to anything.
Most people start with a free consultation, and for most that's exactly right. But if you'd rather have something in writing before you commit, a proper document you can sit with, share with your partner, or think over, the Estate Plan Report is built for that.
It's a personal, written report covering your estate, any gaps or risks in your current arrangements, and a clear recommendation on what you actually need. No pressure, no obligation to proceed.
A clear summary of what you own, property, savings, investments, and other assets, and roughly what it's worth.
Whether your estate is likely to be liable for Inheritance Tax, and by roughly how much, based on current thresholds.
Anything missing from your current arrangements, no Will, no LPA, no protection for a blended family, and so on.
Exactly which of our products fit your situation, and why, in plain English, with no jargon.
Once you book, we'll send an invoice. Once paid, we'll send you a short questionnaire to complete.
Complete the questionnaire covering your family, assets, and current circumstances, and send it back to us. Your report begins once we receive it.
We map out your estate, flag anything to be aware of, and put together your recommendation, ready within 5 to 7 working days.
Once your report is ready, we'll book your consultation, this is where we present and talk through your report together, so you can ask questions and understand it fully, not just receive a document.
No pressure, and nothing further required unless you choose to proceed.
If you instruct us within 30 days of your consultation, your fee is deducted from the recommendation in your report, whichever option you choose to go ahead with.
Book your report and find out exactly what's right for your circumstances.