Your Estate Planning Process
1. Initial Chat & Short Fact Find
A quick, friendly conversation to understand your goals.
You’ll complete a short fact-find so we can prepare properly and make the most of your time.
2. Discovery Meeting
A relaxed, no-pressure discussion about what you want to protect — and for whom.
We explain your options in plain English and make sure our planning approach aligns with what you’re looking to achieve.
3. Suitability Letter
You receive a personalised written summary of your best options.
This outlines your recommended structure (Wills, Trusts, LPAs), any tax considerations and a clear, transparent fee breakdown.
4. Application Meeting
If you're happy to proceed, we confirm the work, complete any required forms and begin preparing your documents.
Everything is checked by our legal team before drafts are issued.
5. Draft Paperwork Meeting
We walk you through your draft Wills and Trusts, ensuring the details reflect your intentions.
Any amendments are handled professionally and promptly.
6. Signing Meeting
We meet to review, finalise, and supervise the signing of your documents.
You leave with a fully signed, legally robust estate plan — organised and ready for your records.
What to Expect from Your Discovery Meeting
Your first step toward clarity, control, and a well-structured estate plan.
The Discovery Meeting is a focused discussion centred on your family, your priorities, and the outcomes you want to secure. It allows us to understand your position and outline the most effective planning strategies for your circumstances.
What We’ll Cover
A clear, structured conversation, including:
- Your objectives — what you want to protect and why
- Your current situation — key family and financial details
- Your concerns — tax, care fees, remarriage, or vulnerable beneficiaries
- Initial observations — early insights on strengthening and protecting your estate
How We Work
Our approach is direct, transparent and reassuring.
No jargon. No pressure.
Just clear guidance to help you make confident, informed decisions.
What You’ll Leave With
By the end of the meeting, you will have:
- A clear understanding of the planning options available
- Early recommendations tailored to your goals
- A transparent outline of next steps and associated costs
No preparation is required — simply bring your questions.
Trusted Legal Experts Behind Your Plan
Who are Solidus Independent Estate Planning Ltd?
Solidus are one of the UK’s leading estate planning providers. Established in 1996, they work with thousands of families and professional advisers nationwide and are widely regarded for their trust expertise and technical accuracy.
Why we partner with Solidus
We work with Solidus because they combine deep legal expertise with a client-centred approach. This ensures every plan we deliver is robust, compliant and tailored to your family’s needs.
Legal review and document quality
Every estate planning document is reviewed by a qualified solicitor before it is finalised. This provides an additional layer of legal oversight, ensuring accuracy and compliance.
Full regulatory compliance
All documents meet the requirements of the Legal Services Act and are produced in accordance with Solicitors Regulation Authority (SRA) standards.
Professional oversight
Each case is overseen by STEP-qualified estate planning specialists — the gold standard for trust and estate expertise worldwide.
Collaboration with other professionals
Solidus work closely with financial advisers, accountants and professional networks across the UK, ensuring joined-up planning where needed.