The Process
1. Initial Conversation & Discovery Meeting
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.
2. Suitability Letter
You receive a clear written report setting out your options, recommendations, and costs — before you decide anything.
3. Implementation (If You Proceed)
If you’re happy to move forward, we confirm the work and begin preparing your documents
.
All work is reviewed by our legal team before drafts are issued.
4. Draft Review Meeting
We walk you through your draft Wills and Trusts, ensuring everything reflects your intentions.
Any changes are handled promptly and professionally.
5. Signing Meeting
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.
6. Ongoing Support
We remain available as your circumstances evolve.
Start With a Conversation — Not a Commitment
If you’re unsure where to begin, that’s completely normal.
The Discovery Meeting is simply an opportunity to:
- Ask questions
- Understand your options
- Decide whether our approach feels right for you
👉 Book a Discovery Meeting
Protect what you’ve built.
Give your family clarity, security, and peace of mind.
Trusted Legal Experts Behind Your Plan
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.
Why We Partner With Solidus
- Deep legal and technical expertise
- Documents reviewed by qualified solicitors before finalisation
- Estate planning specialists trained to STEP standards
- Fully compliant, carefully structured documentation
This additional layer of legal oversight ensures every plan is accurate, compliant, and built to protect your family’s interests properly.
Professional Collaboration
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.