A relaxed discussion to understand your family, assets, priorities, and any concerns.
A short fact-find allows us to prepare in advance, so the conversation is focused, efficient, and relevant to you.
You receive a clear written report setting out your options, recommendations, and costs - before you decide anything.
If you’re happy to move forward, we confirm the work and begin preparing your documents.
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All work is reviewed by our legal team before drafts are issued.
We walk you through your draft Wills and Trusts, ensuring everything reflects your intentions.
Any changes are handled promptly and professionally.
We review, finalise, and supervise the signing of your documents.
You leave with a fully signed, legally robust estate plan - clearly organised for your records.
We remain available as your circumstances evolve.
If you’re unsure where to begin, that’s completely normal.
The Discovery Meeting is simply an opportunity to:
👉 Book a Discovery Meeting
Protect what you’ve built.
Give your family clarity, security, and peace of mind.
There are:
You will always receive a clear quotation before deciding whether to proceed, following your Discovery Meeting.
Our fees reflect the care, expertise, and professional oversight involved in structuring an estate plan properly - and are modest compared to the long-term financial and emotional cost of getting it wrong.
To ensure every estate plan we deliver is technically robust and legally sound, we work in partnership with Solidus Independent Estate Planning Ltd - one of the UK’s leading estate planning providers.
Established in 1996, Solidus support thousands of families and professional advisers nationwide and are widely respected for their trust expertise and technical accuracy.
Documents are reviewed by qualified solicitors before finalisation, providing an additional layer of professional oversight.
Solidus also work closely with financial advisers, accountants, and professional networks across the UK - allowing for joined-up planning where appropriate.
This structure allows us to combine personal, client-focused advice with the reassurance of professional legal oversight.
If you have questions or would like clarity on whether estate planning is right for you, you’re very welcome to get in touch.