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 structured process ensures everything is handled thoroughly, professionally, and with complete clarity — at every step.
“You’re not just playing to win. You’re playing to last.”
🔹 Step 1: Discovery Meeting
A relaxed, no-pressure conversation to explore your needs and priorities.
We’ll discuss:
- What you want to protect — and who you want to protect it for
- Your current arrangements (if any)
- Whether our approach is the right fit for your goals
💬 No jargon. No sales pitch. Just clear, thoughtful guidance.
🔹 Step 2: Suitability Letter
You’ll receive a written report with your bespoke planning options.
It includes:
- A tailored strategy based on your goals
- How Wills, Trusts, and LPAs work together
- Relevant tax considerations (e.g. Inheritance Tax, CGT, periodic charges)
- A transparent breakdown of costs
📄 We send this in advance, so you can review it in your own time.
🔹 Step 3: Implementation Meeting
We go through everything together, answer your questions, and — if you're ready — put the plan in motion.
This includes:
- Confirming the scope of work and fee
- Completing any necessary forms
- Drafting and checking legal documents
- Preparing everything for signature
📁 You receive a fully organised, signed copy of your new estate plan.
🔹 Step 4: Follow-Up Support (If Needed)
Need more time to decide? No problem.
We’ll offer:
- A follow-up call to revisit any questions
- Clear next steps when you’re ready
📞 Support, without pressure.
🔹 Step 5: Ongoing Reviews
As life changes, your plan should too.
We recommend reviewing your estate planning:
- Annually, or
- After key life events (marriage, divorce, inheritance, births, etc.)
🔄 We’re here to keep everything current, relevant, and effective.
👉 Ready to get started?
📅 [Book your Discovery Meeting]
What to Expect from Your Discovery Meeting
Your first step toward a clear and confident estate plan
The Discovery Meeting is a relaxed but focused conversation — designed to help us understand what matters most to you, so we can help protect it for the future.
🔹 What We’ll Cover
We focus on you — not just the paperwork. During the meeting, we’ll typically explore:
✅ Your goals – What do you want to achieve? (e.g. protect your home, reduce tax, support your children)
✅ Your motivations – What’s prompted you to act now? (a recent life event, concern, or professional referral)
✅ Your family & finances – A light fact-find helps us understand your circumstances and priorities
✅ Your concerns – Whether it’s care fees, inheritance tax, remarriage, or vulnerable beneficiaries
✅ Initial ideas – We’ll sketch out early options and highlight how your estate could be protected — often revealing potential savings and risk reduction
🔹 No Overload — Just Clarity
This isn’t a seminar or a sales pitch.
It’s a personal, pressure-free conversation designed to:
- Clarify your objectives
- Introduce practical strategies (Wills, Trusts, LPAs, etc.)
- Help you see what’s possible — clearly and simply
🔹 What You’ll Leave With
By the end of the meeting, you’ll walk away with:
- A clearer understanding of your options
- Initial planning 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] to get started
