Our Wills no longer reflect our lives
Family circumstances have changed through marriage, separation, bereavement, new grandchildren or simply the passage of time.
Personal guidance from Alex Rawlinson · STEP Associate
Clear estate planning.Confidence in your next steps.
We help you provide for your family, make your wishes clear and put the right arrangements in place. Most clients come to us through a professional introduction or an existing relationship.
- No obligation
- Fixed fees agreed upfront
- Written recommendations
A simpler first step
You don't need to know the solution.
Begin with what matters to you: your family, your concerns and what you want your planning to achieve.
Before you commit to paid work:
01
A proper conversation
02
Clear written advice
03
Costs confirmed upfront
Professional advice, explained in plain English.
Who we help
Planning often starts with a situation—not a document.
You do not need to arrive knowing whether you need a Will, a trust or anything else. You may simply recognise something in your family that deserves proper thought.
These are illustrative examples of the kinds of situations we help families explore.
We are bringing two families together
A couple wants to provide for each other while being fair and clear about what should ultimately pass to children from earlier relationships.
Someone we love may need extra protection
A child or other beneficiary may be young, vulnerable or likely to need help managing an inheritance responsibly.
We want trusted people able to help us
There is a need to consider who could make financial or welfare decisions if illness or loss of capacity made that necessary.
Our affairs have become more complicated
Property, pensions, investments or business interests raise questions that may need joined-up estate, tax and professional advice.
If you've been introduced
A trusted introduction. Your own decisions.
Being introduced simply means someone who knows you believes a conversation may be helpful. The advice you receive is based on your family, your priorities and what feels right to you.
Independent and personal
An introduction never predetermines the advice or the decisions you make.
No-pressure first conversation
Ask questions, understand the process and decide whether our approach suits you.
Joined-up, with permission
Where helpful, we can work alongside your adviser without cutting across that relationship.
A calm, clear process
Understand first. Decide second.
It starts with a conversation.
A brief, free telephone conversation, usually 10–15 minutes, gives you a chance to explain what prompted you to get in touch, ask initial questions and hear how Alex works. Together, you can decide whether a Discovery Meeting would be helpful. There is no obligation.
Discovery
At a free Discovery Meeting, Alex takes time to understand your family, your estate, who you want to benefit and the concerns that matter most to you. You also explore relevant options such as wills, lasting powers of attorney, trusts and other protective arrangements.
Recommendations
Alex considers what you have discussed and prepares your personal Recommendation Report, explaining the planning he recommends, why it suits your circumstances, how it works and the cost of each element. Take time to read it, ask questions and choose what feels right. You can proceed, discuss it further or leave it for now.
Putting everything in place
Once you are happy to proceed, Alex confirms the agreed planning and costs and gathers your detailed instructions. He coordinates document preparation with Solidus and the supporting legal team, guides you through the drafts and any amendments, and helps you through signing and completion.
Meetings arranged around you.
Based in Gloucester, Alex can visit you at home for discovery and signing meetings where practical. Discovery can equally take place online, and signing arrangements remain flexible if you live further away or prefer another approach.
Once you have had time to read your recommendations, we can discuss any questions by telephone or online. If you decide to proceed, we can usually gather your detailed instructions in the same way. Alex is happy to meet again in person where helpful. You have the support you need, without unnecessary meetings.
A personal service
led by Alex
Your point of contact
Alex remains with you throughout.
“My role is to listen first, explain the choices plainly and make sure the planning reflects what you want for your family.”
- Alex leads the initial conversation and takes time to understand your family and objectives.
- He develops and explains the recommendations, including the alternatives and the costs.
- He coordinates the technical and document work with Solidus and the supporting legal team.
- He remains your point of contact through implementation and for future reviews.
Clear professional boundaries: Alex provides estate-planning advice and coordinates document preparation. Where regulated financial, investment, accounting or other specialist advice is needed, he works alongside the appropriate advisers.
Arrange a conversationFor professional advisers
Your client remains your client.
Our role is to complement the work you already do—not compete with it. We focus on estate planning and keep the introduction calm, clear and appropriately joined up.
Introductions are personal and straightforward.
Most begin with an email, usually copying the client and sharing a brief introduction with their permission.
Make an introductionA professional reflection on your recommendation
Your client receives considered advice, thoughtful communication and a structured process.
Clear boundaries
We focus on estate planning and do not provide financial advice or investment services.
Appropriate updates
With the client’s permission, you remain informed at the points that matter.
A simple handover
We arrange the initial conversation and explain every next step directly to the client.
Professional standards, personal guidance
Reassurance behind every recommendation.
Assisted Estate Planning is led by Alex Rawlinson, a STEP Associate. We work in partnership with Solidus Independent Estate Planning Ltd, bringing personal guidance together with specialist technical support and legal review.
STEP Associate
A commitment to professional standards, ethics and ongoing development.
Legal review
Estate-planning documents are reviewed by the supporting legal team before finalisation.
Advice in writing
Recommendations, options and costs are clearly recorded before implementation.
Ongoing support
Planning can be revisited as family circumstances and priorities change.
Common questions
A few things people often ask first.
Do I need to know which service or document I need?+
No. Begin with what you want to achieve or what is worrying you. Our role is to help you understand which options, if any, are appropriate.
Are the initial conversation and discovery meeting free?+
Yes. Both are free and without obligation, giving you time to discuss your circumstances and decide whether to take things further.
Will you work with my existing adviser?+
Yes, where that is helpful and with your permission. The aim is joined-up planning while respecting your existing professional relationships.
When will I know the cost, and when do I pay?+
Your written Recommendation Report explains the cost of each recommended element before you decide to proceed. Alex confirms the planning and costs you agree to. Half of the agreed fees is payable at the application stage, with the remaining balance payable at the signing meeting.
Arrange a conversation.
Whether you have been introduced by an adviser, already know Alex or are contacting us for the first time, you are welcome to get in touch. A short email is enough to arrange a free initial conversation.
Arrange a conversationinfo@assistedep.co.uk · No obligation