We typically begin with an initial conversation — by phone, video, or in person — to understand your family, assets, priorities, and any concerns.
A short fact-find allows us to prepare properly, so our discussion is focused, efficient, and relevant to you.
We then meet in more detail — usually face-to-face or via video — to review your position fully and explore the planning options available to you.
This is where we clarify objectives, identify potential risks, and ensure any proposed structure reflects your intentions and family dynamics.
You receive a clear written report outlining your options, our recommendations, and the associated costs — before you decide anything.
This allows you to consider matters carefully, without pressure.
If you choose to move forward, we confirm the agreed structure and begin preparing your documents.
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, so your planning continues to reflect your life as it changes.
If you’re unsure where to begin, that’s completely normal.
An initial conversation — by phone, video, or in person — allows us to understand your circumstances and explore the options available.
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 Planning 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 — a specialist UK estate planning provider.
Established in 1996
Supporting thousands of families and professional advisers across the UK.
Solicitor-reviewed documentation
All documents are reviewed by qualified solicitors before finalisation.
Collaborative professional planning
Working alongside financial advisers and accountants where appropriate.
This structure allows us to combine personal, client-focused advice with the reassurance of professional legal oversight.
We work collaboratively with existing professional advisers.
If you would like to discuss your circumstances or explore whether estate planning is appropriate, please get in touch.
Many people begin simply because they have a question — not because they have made a decision.