Our Estate Planning Process

Clear, professional guidance — from first conversation to final signatures.

Estate planning isn’t just about documents — it’s about understanding your family, your values, and your goals. Our structured process ensures everything is handled thoroughly, efficiently, and with clarity at every stage.

1. Discovery Meeting

A friendly, no-pressure first meeting where we get to know you and your objectives.
We’ll explore:

What you want to protect — and for whom
Your current arrangements (if any)
Whether our service is the right fit for your needs

2. Recommendation Report

We provide a detailed, written report outlining:

The strategy that best fits your situation
How Trusts, Wills, and other tools work together
Any tax implications (e.g. periodic charges or CGT)
A clear summary of costs

We send this to you in advance of the next meeting so you can review it in your own time.

3. Implementation Meeting

We review the recommendations together and answer any final questions.
If you're ready to go ahead:

We agree the scope and take payment
Application forms are completed. All documents are drafted, checked, and prepared for signing
You get a complete record of your new estate plan

4. Follow-Up (If Needed)

Need more time to decide? No problem.
We’ll schedule a short follow-up call to:

Revisit key questions
Ensure everything is crystal clear
Confirm next steps when you're ready

5. Ongoing Reviews

Life changes — and so should your plan. We recommend reviewing your estate planning annually or whenever a major life event occurs. We’re here to help you keep everything up to date.

What to Expect from Your Discovery Meeting

Your Discovery Meeting is the first step in building a bespoke estate planning solution. It’s a relaxed but purposeful conversation designed to understand what matters most to you — so we can help protect it for generations to come.

What’s Covered in the Discovery Meeting?

We’ll focus on what’s important to you, not just what’s on paper. Here’s what we typically cover:

✅ Your goals: What you’d like to achieve with your planning — whether that’s avoiding tax, protecting the family home, or helping your children through a divorce
✅ Your motivations: What’s prompted you to act now? Often there’s a recent life event or family situation that brings things to the surface
✅ Your family and finances: We’ll ask about your children, grandchildren, and financial position — guided by a short fact-find form you’ll complete beforehand
✅ Your concerns: Whether it’s inheritance tax, future care fees, or vulnerable beneficiaries, we’ll identify what needs to be addressed most urgently
✅ Initial ideas and savings: We’ll sketch out simple solutions (often using diagrams or iPad illustrations) to show how your estate could be protected — often revealing tens or even hundreds of thousands in tax savings

No Overload — Just Clarity

We don’t overwhelm you with jargon or too much detail in one go. This isn’t a seminar — it’s a personal conversation. Our aim is to:

Clarify your priorities
Introduce key ideas (like Wills, Trusts, or Powers of Attorney)
Give you confidence to move forward with tailored advice

Next Steps

If you're ready to proceed, we’ll explain the next part of the journey — usually a report outlining your bespoke plan, followed by an implementation meeting to put everything in place.

You’ll leave the meeting with:

A clearer view of your options
Confidence that your family’s future is being looked after
A transparent outline of any next steps and costs