No prior preparation is required. Most people begin without having detailed paperwork ready.

However, it can be helpful to have a general understanding of:

• what assets you own (such as property, savings, or investments)

• who you would want to benefit from your estate

• any key people you may want to appoint (such as executors or attorneys)

During the process, you are guided step by step, so nothing is expected in advance and nothing is assumed.

Yes. A core part of the process is ensuring that everything is clear, practical, and easy to understand.

Legal and financial planning can involve complex terms, particularly around trusts, inheritance tax, and long-term arrangements. These are broken down into straightforward explanations so you can make informed decisions without needing prior legal knowledge.

You are also encouraged to ask questions at any stage so that every decision is fully understood before anything is finalised.

Recommendations are based entirely on your individual circumstances rather than a standard template.

We take into account factors such as:

• family structure (including blended families or dependants)

• property and asset ownership

• potential inheritance tax exposure

• protection needs for beneficiaries

• long-term intentions for how assets should be passed on

The aim is to match solutions to your goals, ensuring that any recommendations are appropriate, proportionate, and tailored to your situation.

No. The process is designed to be advisory, not sales-driven.  Sales driven organisation usually offer free or very cheap Wills to catch your attention and then upsell you - we meet your needs and are not interested in anything else.

You are provided with clear explanations of your options, along with the advantages and limitations of each approach. The decision always remains with you.

The focus is on helping you understand what is suitable and why, so you can make informed choices with confidence rather than pressure.

The timeframe depends on the complexity of your circumstances and the type of planning involved.  A Simple Will might take as little as 45 minutes, but a more deep dive into making sure vulnerabel beneficiaries are looked after could take much longer - it's about getting it done right, not about getting it done fast!

In essecne, setting up Simple Wills or LPAs can often be completed relatively quickly. More complex planning involving trusts or inheritance tax considerations may take longer due to the need for careful structuring and review.

The process is designed to prioritise accuracy and understanding rather than speed, ensuring everything is correctly put in place.

Yes. In many cases, the process can be completed remotely, depending on your preference.

Discussions, document reviews, and explanations can often be handled by phone, video call, or email. Where required or preferred, in-person meetings may also be arranged.

The aim is to make the process flexible and accessible while maintaining clarity and proper understanding throughout.

Once your documents are finalised, they are reviewed with you to ensure accuracy and understanding.

Some documents, such as Lasting Powers of Attorney, must also be registered with the relevant authority before they can be used. Guidance is provided to ensure this is done correctly.

You are also advised on safe storage and given guidance on when it may be appropriate to review your arrangements in the future.

Yes. Estate planning is not fixed for life and should be reviewed when circumstances change.

Common reasons for updates include:

• marriage or divorce

• birth of children or grandchildren

• changes in property or financial position

• changes in personal wishes or family structure

Regular reviews help ensure your arrangements remain aligned with your intentions over time.

The approach is built around clarity, structure, and long-term thinking rather than complexity or jargon.  Find the right planning for you, your family and your budget is all we are interested in.  We've always believed we will be more successful if our clients are looked after rather than sold to...and it seems to work that way.

The aim is to ensure you understand every part of your plan, including the reasoning behind recommendations, so you are confident in how your estate will be managed.

This helps create arrangements that are practical, legally sound, and aligned with your personal wishes both now and in the future.

If you are visiting our website, you may already have a sense that you need a Will, or that your existing Will may need updating. You can always confirm this by reading our “Do I Need a Will?” page, which explains the common situations where a Will becomes essential.

Most people who look into estate planning are already aware that some form of Will or update is likely needed. If that sounds like you, the simplest next step is to book a call with us. We can talk through your circumstances and help you understand what is most appropriate for you, without pressure or obligation.

If you would prefer to get an idea of what type of Will might suit your situation before speaking to us, that is absolutely fine. We offer a free online assessment that takes less than two minutes to complete and provides a personalised report outlining the type of Will that may be most suitable for your needs.

You can access this via our “Find My Will Type” page. It is quick, straightforward, and designed to give you a useful starting point before making any decisions or click the button below.