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Caledonia Will Services

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‘21 Certificate of Excellence, 2021

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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369 hires on Bark
24 min response time

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Reviews (87)

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5/5

87 customer reviews

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verified
12 April 2024

Wills and Estate Planning

Fantastic service - can't recommend highly enough, thank you.

verified
12 April 2024

Wills and Estate Planning

My husband and myself found RAY BURNIE of
Caledonia Will Services
very help full in every way.

verified
7 March 2024

Wills and Estate Planning

Ray was very efficient and talked us through all our options. Would highly recommend him. He turned things round very quickly and kept us informed throughout the process.

verified
15 January 2024

Wills and Estate Planning

Ray was very helpful excellent service

verified
15 January 2024

Wills and Estate Planning

We dealt with Ray and from start to finish of the process the service was first class. Another issue regarding the wills emerged and Ray put us in touch with another lawyer who were also excellent to deal with. Price was very reasonable.

verified
4 January 2024

Wills and Estate Planning

Professional service explained everything we needed to know and no pressure to purchase

verified
11 October 2023

Wills and Estate Planning

Ray was a real professional and great to work with throughout the whole process. Would highly recommend

verified
11 October 2023

Wills and Estate Planning

Excellent time and advice provided by Caledonia Will Services

verified
15 August 2023

Wills and Estate Planning

Ray was Professional, personable ,knowledgeable and prompt
Job done 👍🏻

verified
27 July 2023

Wills and Estate Planning

Ray Burnie made the whole will writing process easy.
He’s personable and friendly.
I don’t know why I waited so long to get round to sorting my affairs, so pain free did he make the experience.

verified
2 June 2023

Wills and Estate Planning

Great service. Visit at home, nice educational conversation. Will werte ready in few days!

verified
2 April 2023

Wills and Estate Planning

Very helpful with information & prompt with response.

verified
16 February 2023

Wills and Estate Planning

Very professional everything explained all questions answered very happy with service

verified
14 January 2023

Wills and Estate Planning

Friendly, professional and efficient service.

verified
17 May 2022

Wills and Estate Planning

Ray was great, fast efficient, clear and to the point. Good piece of mind now that bit is sorted. Thanks Ray for making it all so easy.

verified
27 April 2022

Wills and Estate Planning

Excellent service very professional did want we wanted 👍👌

verified
11 April 2022

Wills and Estate Planning

Amazing service from Ray Bernie very professional informative. Quick response. Thank you

verified
17 March 2022

Wills and Estate Planning

I was put very much at ease, and everything was explained simply, and in language i could understand by Ray the senior consultant ,and any questions were also answered and explored in detail to my complete satisfaction. Having this done in my home was also an excellent way to do business, as oppose to attending an office etc . The price was second to none, therefore I would highly recommend the above to any one seeking their services. More...

verified
17 March 2022

Wills and Estate Planning

Ray Burnie at Caledonia has provided an excellent and efficient customer service in the updating of a will and POA. I would recommend him to anyone looking for help with these important documents.

verified
5 March 2022

Wills and Estate Planning

Mr. Ray Burnie was efficient, polite and on time ,each time he came to the house to discuss my new will and to witness the signing of it.

verified
28 February 2022

Wills and Estate Planning

Good job by company would recommend

verified
21 February 2022

Wills and Estate Planning

Very professional Very friendly answerd all the questions i asked and more would definitely recommend this company

verified
3 February 2022

Wills and Estate Planning

Excellent, informative information. Will and POA drawn up very quickly and already in place. Good price and friendly efficient service from Caledonia Will Services

verified
12 January 2022

Wills and Estate Planning

Found Ray Burnie very helpful no pressure to buy

verified
15 December 2021

Wills and Estate Planning

Fast and pleasant service with meeting without obligation

verified
6 December 2021

Wills and Estate Planning

Someone visited and organised wills and power of attorneys. All done quickly and easily. All explained in easy to understand language. No complaints.

verified
25 October 2021

Wills and Estate Planning

Good advice, friendly and informed advisor ,great service.Business concluded fast and professionally.

verified
29 September 2021

Wills and Estate Planning

Ray Burnie, Caledonia Will Service, was extremely patient, thoughtful and professional.

I would highly recommend him and the service.

verified
6 August 2021

Wills and Estate Planning

Excellent service, highly recommend.

verified
17 June 2021

Wills and Estate Planning

It was handled in a professional and friendly manner

verified
7 June 2021

Wills and Estate Planning

Ray was excellent at guiding us through the process of making our wills and also putting in place Power of Attorney documents. The process was simple and Ray asked the questions we would not have thought about ourselves.

Meetings were on Zoom and in person, which made it very easy to complete.
More...

verified
7 June 2021

Wills and Estate Planning

Absolutely delighted with the service, Ray kept us informed all through the quicker & efficient process.
Highly recommend.

verified
2 June 2021

Wills and Estate Planning

I found Caledonia Wills very good. Ray got everything organised and visit me. Everything was explained so well and all was completed within a week. Would certainly recommend people to use this company. More...

verified
31 May 2021

Wills and Estate Planning

A professional, polite, efficient, friendly and reasonably priced service

verified
18 May 2021

Wills and Estate Planning

Everything was explained perfectly and it was so easy to follow.
I would certainly recommend to others

verified
3 May 2021

Wills and Estate Planning

Called back within minutes, was very helpful and the advice given was was clear and straightforward. Cost of the Will was extremely reasonable and no hidden costs. Highly recommend.

verified
29 April 2021

Wills and Estate Planning

I have an uncomplicated situation, which requires a simple, straightforward will. This was drafted quickly, and witnessed by the solicitor. Easy, stress free process, but the storage fee was not alluded to until afterwards. This should be discussed upfront along with the fee so clients are made aware of this extra cost. My will in England was stored for free, so this came as an unexpected cost when I moved back to Scotland. More...

Caledonia Will Services
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Reply from Caledonia Will Services

Ideally consultations are carried out face-to-face where I can discuss all our services. Understandably COVID rules have restricted such meetings. When taking instructions remotely I tend to concentrate on the core subject, Wills or Power of Attorneys for example, to get document drafted timeously, then discuss associated services later. It has not worked well in this case and I shall contact the client to apologise and resolve. We do have a storage service with an annual fee payable that includes free reviews and re-writes, but it is not mandatory.

verified
14 April 2021

Wills and Estate Planning

5 star customer service, so helpful and easy to deal with, made to feel at ease

Caledonia Will Services
C

Reply from Caledonia Will Services

Thanks Arlene

verified
23 February 2021

Wills and Estate Planning

Excellent friendly service, they deserve all their 5 stars and more, would recommend to everyone.

Jan Andrzej Lasota

verified
22 February 2021

Wills and Estate Planning

First class service with excellent communication

verified
8 February 2021

Wills and Estate Planning

Ray is writing our will and is very professional and makes everything seem easy and straight forward.

verified
2 February 2021

Wills and Estate Planning

Very professional and understanding

verified
6 January 2021

Wills and Estate Planning

Great service, friendly approach, no pressure.

verified
4 December 2020

Wills and Estate Planning

Fast efficient service polite

verified
31 October 2020

Wills and Estate Planning

They were very helpfull and easy to understand the legal process of making a will

verified
30 October 2020

Wills and Estate Planning

Very efficient and professional

verified
27 October 2020

Wills and Estate Planning

Can recommend Caledonia Will Services for making the process of writing a will easy and efficient.

verified
22 October 2020

Wills and Estate Planning

First class service highly recommend

verified
20 October 2020

Wills and Estate Planning

Prompt sensitive no pressure service. Would highly recommend.

verified
16 October 2020

Wills and Estate Planning

Ray Burnie was helpful and efficient. A good job done all round.

Q&As

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