EKW Legacy Planning
PULBOROUGH, West Sussex
We give friendly professional advice in the comfort of your own home on:
Wills & Probate
Lasting Powers of Attorney
Inheritance Tax Avoidance
Protection from the cost of long term care
Member of The Institute of Professional Willwriters.
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EKW Legacy Planning
EKW Legacy Planning Q&A
What do you love most about your job?
Meeting clients in their own home and explaining the complexities of making a Will and /or Lasting Powers of Attorney.
This involves a fact finding meeting when full personal details are taken and advice given in accordance with clients' wishes.
A draft Will is then sent for approval and when confirmed a second meeting is arranged for the signing of the document before 2 independent witnesses.
What inspired you to start your own business?
I have been an independent financial adviser for most of my life but when I left HSBC I decided that I would like to continue helping clients with their financial needs.
I now just concentrate on Wills and Powers of Attorney as I believe most people need guidance and advice to ensure their assets are distributed to their beneficiaries in accordance with their wishes.
Why should our clients choose you?
I offer a friendly professional service at a competitive price.
I prefer to meet clients in the comfort of their own home, initially to fact find, advise and take instructions and secondly for the signing of the Will.
I am a member of The Institute of Professional Willwriters (IPW) which has been founded with two principal aims:
(1) To promote the highest possible standards within the Will writing profession
(2) To protect the interests of the public
All Members of the Institute.........
are qualified by examination to write Wills and associated documents
have at least £2million Professional Indemnity Insurance cover to protect their clients
have at least £2m Public Liability insurance cover
have undergone a Disclosure & Barring Service disclosure
undertake regular refresher training to update their knowledge
are subject to the Institutes Code of Practice which has been approved by the Trading Standards Institute under its Consumer Codes Approval Scheme
Most Members of the Institute.........
offer a home-visit service by appointment, often in the evening if that is more convenient to their client
offer a fixed fee
offer secure storage arrangements for documents
offer advice and documentation on matters associated with Wills such as Lasting Powers of Attorney, Advance Decisions (Living Wills) and Will Trusts to protect assets
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