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Caledonia Will Services  logo
C

Caledonia Will Services

Auchterarder, Perth and Kinross

(34)
144 hires on Bark
‘19 Certificate of Excellence, 2019
Caledonia Will Services  logo
C

Caledonia Will Services

Auchterarder, Perth and Kinross

(34)
144 hires on Bark
‘19 Certificate of Excellence, 2019

About

Caledonia Will Services are a professional and ethical Scottish Will Writing & Estate Planning company and all our Consultants are trained in accordance with the Society of Will Writers and Scottish Law. We are a network of experienced and fully trained Consultants who will help you create the Will you want and advise on all of your estate planning requirements.

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Reviews (34)

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I
6 July 2020

Fast response and amazing service

A
5 July 2020

It was a pleasure dealing with my needs and a special thanks to Ray burnie for explaining the process so simply would highly recommend this firm for your needs Alan Stevens.

J
12 May 2020

Ray was a total professional supportive and on hand to handle any questions

R
3 May 2020

I used this company during Coronavirus so I could have a will in place incase the worse was to happen to me during the pandemic. I found the company to be pleasant and professional. Everything was completed online as we were in lockdown and social distancing. More...

W
10 April 2020

straight forward clear friendly comms

M
17 February 2020

Explained everything without being a pushy salesman, can add extra at later date, was friendly and very informative.

F
11 December 2019

Friendly and Professional service. Would recommend and use again.

J
24 November 2019

Very efficient and straight forward

J
25 October 2019

Could not be improved, the service was excellent, delivered exactly what was required without any hassles or pressures. Very knowledgeble and helpful.

J
13 October 2019

communication was very good and arranged for a home visit due to disabled wife.
explained all scenarios discussed and final arrangements agreed.
returned with completed wills and again discussed all options.
very happy with outcome and importantly, wife fells more content now!!
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K
4 October 2019

Really pleased to have found this company. Made it all very straightforward - pleasure to deal with.

D
18 July 2019

Very professional and value .quick response

E
9 July 2019

Very good service. Friendly and straightforward explanations. Hassle free.

L
5 July 2019

Everything went smoothly and easily.
I would recommend

M
19 June 2019

Great friendly service, visit you at home which is so convenient. Thanks again

A
8 June 2019

Ray Burnie responded very quickly to my request. He is very knowledgeable in his profession and answered any questions we put to him. Our copy wills were delivered in person within days of his first visit and the company are looking after the legal wills. Would recommend to friends and family. More...

D
24 May 2019

Excellent service. I would recommend to others.

F
23 May 2019

Ray provided an excellent service , and delivered promptly
He was very professional

B
11 January 2019

Very professional home visit at a time that suited us

N
2 December 2018

Prompt service and very accommodating

A
22 November 2018

Efficient and successful outcome.

J
20 November 2018

Very professional and helpful

S
15 November 2018

Very professional and personable, all done in the comfort of my own home!

E
14 November 2018

Lovely gentleman phoned was very helpful

P
12 November 2018

Did exactly what they said they would. Simple & easy.

S
6 November 2018

Quick to respond, very accomodating in setting up initial & subsequent meeting, informative re associated services but no hard sell, very competitive pricing (no hidden extras)

J
6 November 2018

Excellent service explained everything did not waste our time

N
22 February 2018

Excellent service very prompt efficient and dealt with all my needs perfectly

A
7 November 2017

Great service very professional

J
24 October 2017

We had a good experience and were very pleased with how easy it was to make our wills.

D
26 September 2017

Reaction to my enquiry was very prompt, followed up very quickly by a home visit. I was impressed by the way this visit was conducted and I am happy that I went ahead.

I
4 September 2017

Extremely professional, my requirements were dealt with in a friendly manner making the process of Will making a pleasant experience. Many grateful thanks for all help and care. More...

G
23 August 2017

Able to visit me at home, when it suited on both occasions

G
5 August 2017

Home visit at a time to suit me in the evening

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Q&A

The most rewarding part of my job is meeting my clients and being able to help with them their affairs

I like to have complete control over the whole process so I can personally ensure excellent customer seervice.

I understand the subject matter is sensitive and I try to make things as easy as possible for my customers. I happily discuss the process in layman's terms and endeavor to make the whole experience as agreeable as possible. Going forward I keep in touch with my clients and provide free reviews where necessary.

Services

It is hard to think about a future we may not be around to see but being prepared can ensure your wishes are fulfilled and your loved ones are taken care of. Whether you wish to rewrite your will or are organising one for the first time, Caledonia Will Services can provide advice on different types of wills and estate planning available. * A standard will * Discretionary trust will * Inheritance tax planning will * Will ‘health check’ * Property trust will

Nobody likes to think that things could one day take a turn for the worst but planning for the unexpected could protect your loved ones and your assets if an emergency should occur. Caledonia Will Services can help you make the right choice when selecting a power of attorney and then take care of all the formalities. Without a power of attorney in place, the alternative process is guardianship, which can be distressing for loved ones, as it is a lengthy, expensive application that goes through the courts. We can take the stress out of organising power of attorney, which constitutes: *Signing documents *Handling financial affairs *Arrange care *Withdraw money *Making decisions on welfare matters

Ensure that your wishes are carried out when you are no longer here by talking to Caledonia Will Services about our inheritance solutions. We can offer unbiased, honest advice about the best options to suit your needs and take care of all the documentation and formalities once you have decided on a course of action. The variety of inheritance services we offer means that you and your family can be covered into your retirement and beyond with minimal stress. When the time comes you can count on us to distribute your assets according to your wishes and assist your family with any additional affairs. We can help with: *Inheritance tax planning *Long term care solutions *Continuing and welfare power of attorney *Living will (advanced medical directive) *Executor services *Pre-paid funeral plans

There are many reasons why people decide to create a trust. Whether because of personal or business motivations, Caledonia Will Services can advise on the most suitable trust and handle all the paperwork. We offer objective, honest advice and aim to keep the process simple and hassle-free. These are just a few of the trusts we can set-up in order to protect your assets and make sure they reach the right people. *Children’s Trust *Disabled Persons Trusts *Business Trusts *Discretionary Trusts *IHT Trusts *Pilot Trusts *Asset Protection Trusts