Our Estate Planning Process
Clear, personal guidance — from first conversation to final signatures
Estate planning isn’t just about legal documents. It’s about understanding your family, your values, and your long-term goals.
Our process gives you clarity and confidence at every stage — so you know your future, and your loved ones’ future, is secure.
🔹 Step 1: Discovery Meeting
A relaxed, no-pressure conversation to explore what matters most.
We’ll talk through:
- What you want to protect — and who you want to protect it for
- Your current arrangements (if any)
- Whether our approach feels right for your goals
💬 No jargon. Just clear, thoughtful guidance — so you leave with peace of mind, not paperwork.
🔹 Step 2: Suitability Letter
You’ll receive a personalised written report setting out your best options. It includes:
- A tailored strategy based on your priorities
- How Wills, Trusts, and LPAs fit together in your situation
- Relevant tax considerations (Inheritance Tax, CGT, periodic charges)
- A transparent breakdown of costs
📄 You get this before the next meeting, giving you time to review and reflect in your own space.
🔹 Step 3: Follow-Up Support (If Needed)
Some clients want time to think. That’s absolutely fine.
We offer:
- A follow-up call to revisit any questions
- Clear next steps when you’re ready
📞 Support without pressure — so you can move forward at your own pace.
🔹 Step 4: Implementation Meeting
We sit down together to confirm every detail and, if you’re ready, put the plan into action. This covers:
- Agreeing the scope of work and fee
- Completing necessary forms
- Drafting and solicitor-checking legal documents
📁 Everything is prepared carefully and professionally, ready for signing.
🔹 Step 5: Signing Meeting
We meet again to review and finalise your documents. This includes:
- Going through each document in plain English
- Answering last questions and ensuring you’re fully comfortable
- Overseeing the signing process so everything is legally valid
🖊️ You leave with a fully signed, organised estate plan — and the reassurance it brings.
🔹 Step 6: Ongoing Reviews
Life changes — and your plan should change with it.
We recommend reviewing your arrangements:
- Annually, or
- After key events (marriage, divorce, inheritance, births, etc.)
🔄 We stay by your side, ensuring your plan remains current, relevant, and effective.
👉 Ready to get started?
📅 [Book Your Discovery Meeting]
What to Expect from Your Discovery Meeting
Your first step toward peace of mind and a confident estate plan.
The Discovery Meeting is a relaxed but focused conversation. It’s about you — your family, your priorities, and the future you want to protect. Our job is to listen, understand, and start showing you what’s possible.
🔹 What We’ll Cover
We keep things simple, personal, and relevant. Typically, we’ll explore:
✅ Your goals — What do you want to achieve? (e.g. protecting your home, reducing tax, supporting your children)
✅ Your motivations — What’s prompted you to act now? (a life event, a concern, or a professional referral)
✅ Your family & finances — A light fact-find so we can tailor advice to your circumstances
✅ Your concerns — From care fees and inheritance tax to remarriage or vulnerable beneficiaries
✅ Early ideas — Practical options for protecting your estate, often uncovering potential savings and reducing risks
🔹 No Overload — Just Clarity
This isn’t a seminar or a sales pitch. It’s a supportive, pressure-free conversation designed to:
- Clarify your objectives
- Introduce straightforward strategies (Wills, Trusts, LPAs, etc.)
- Help you see, clearly and simply, what’s possible for your family
🔹 What You’ll Leave With
By the end of the meeting, you’ll walk away with:
- A clear understanding of your options
- Initial ideas tailored to your family and goals
- A transparent overview of next steps and costs (if you choose to proceed)
👉 You don’t need to prepare anything in advance — just bring your questions and an open mind.
📅 [Book Your Discovery Meeting]
