EKW Legacy Planning

EKW Legacy Planning

EKW Legacy Planning locationPULBOROUGH, 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
Specialist Trusts
Document Storage
Funeral Planning
Member of The Institute of Professional Willwriters.




EKW Legacy Planning Reviews

EKW Legacy Planning Reviews


No reviews yet.

EKW Legacy Planning


Click to rate:

EKW Legacy Planning Q&A

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

Find companies like this!

Whatever your requirement, Bark will help you find local companies like EKW Legacy Planning.
Just post your project to Bark and we'll find the most suitable companies for you.

EKW Legacy Planning provides the following services:


Check mark

People who provide further details get 50% more responses.
Attach photos and files
See Quotes Skip
Are you sure that you want to leave?