Pattison James Associates Ltd

Pattison James Associates Ltd

Pattison James Associates Ltd locationCamberley, Surrey, Surrey

(2 Reviews)

We only provide a home visit Will writing service as this is the only way to do the job correctly.

Plenty of firms do take your Will instructions over the phone but the process cuts a lot of corners.

Others provide an online service where you write your own Will.

Do you fully understand the implications on death of the following:

• Inheritance tax
• What invalidates a Will
• Why gifts in a Will can fail
• Contests to your Will
• Providing money for guardians
• How to mitigate against the threat of care home fees
• What happens to your assets once you have passed away
• How you can guarantee your assets get to your children

Since you don't get a chance to change your Will once its actually needed we recommend you do this properly in the first place and have your Will drafted properly by an experienced professional – we are long established members of the Society of Will Writers can ensure that your Will is effective and clear, and that your assets pass to your loved ones.

Your Will is such an important document – let us help you write yours with the care and attention it deserves.

We charge £85 for a Will for 1 person and £145 for Wills for 2 people (Couples) (inclusive of VAT).

Please book your home-visit appointment online via our website http://pjawills.co.uk/

From there you will be directed to our booking system where you enter your postcode (we cover anywhere in South East England) choose your appointment time, complete your contact details and then pay to purchase your Will-writing service and book your home visit appointment in - its that simple.

We then visit you in the comfort of your own home to take down your Will instructions and draw your Will up from there.

We draft around 300 Wills per month in this way and we look forward to getting your Will drawn up and finalised if you choose to book in with us.

Kind Regards

Jamie Shannon
Estate Planning Practitioner

Pattison James Associates Ltd
01483 361063

Pattison James Associates Ltd Reviews

Reviews


Review of Pattison James Associates Ltd by Edward Williams
5 02/12/2017 Edward Williams

Great online appointment booking system, very helpful meeting, glad I got professional advice & didn’t buy an online Will as I’d definitely have made some errors - have already recommended to friends, thanks & well done!!

Review of Pattison James Associates Ltd by Judith Cound
5 22/10/2017 Judith Cound

First time I have done a Will so didn’t have a clue what to do, I didn’t need to worry as PJA were brilliant!! Gave me all the information needed & the office staff were very helpful. Would fully recommend them.

Pattison James Associates Ltd


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Company Location

7 Portesbery Rd, Camberley GU15 3TA, UK

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Pattison James Associates Ltd Q&A

Company Q&A

What do you love most about your job?

In a nutshell, hearing customers tell me they now have peace of mind in knowing their Will is drawn up in a comprehensive manner and will serve its purpose when it is required.

What inspired you to start your own business?

I must confess I didn't dream of being a Will-writer and estate planner as a child however having worked in this industry for many years I got to a point where I just absolutely loved it! I love estate planning, educating clients along the way so they understand how best to protect their assets for their loved ones.
The turning point for me came when a firm I had worked for produced documents for the parents of a good golfing friend of mine. They were in their 80s and really needed these documents and a good service to boot. Having taken their instructions and submitted them to the office I was dismayed at the errors that came through and the time process involved.
And so it was then that I embarked on the long journey to where we are today.

Why should our clients choose you?

We are easy to do business with - simply choose your appointment time online via our website and purchase your Will-writing service - this appointment booking is unique within our industry.
I've never believed in "one-size-fits-all" and so each of our clients receive advice based on their circumstances. Of course there are many similarities in the advice we give to a large range of clients but the fact is that no two situations are the same.
We have recruited a number of consultants with years of experience working with competitors of ours and I was shocked to learn the advice competitors of ours were giving was in many cases, very much "one-size-fits-all", shoe-horning clients into the same estate planning solution each time.
When we meet you, we take into account your circumstances and will advise on the most appropriate structure of your Will to ensure it meets your wishes at the time of need.
Aside from that we are friendly and professional. I must confess though, as a Will-writer I don't seem to get invited to parties too often!

Services provided by Pattison James Associates Ltd

Services

Will Writing

We visit you at home to take down your Will instructions taking into account the following and more: • Inheritance tax • What invalidates a Will • Why gifts in a Will can fail • Contests to your Will • Providing money for guardians • How to mitigate against the threat of care home fees • What happens to your assets once you have passed away • How you can guarantee your assets get to your children

Lasting Power of Attorney documents

Who would you choose to make decisions for you if you lost capacity and weren't able to make those decisions yourself? With Lasting Power of Attorney documents the process for your attorneys is simple. Without Lasting Power of Attorney documents there are no attorneys. Deputies can be appointed by the court however this is a long and expensive process with no guarantee of success. We draw these documents up for you now so they are in place should they be needed but please remember Lasting Power of Attorney documents can't be drawn up for those who have already have lost capacity.

Trusts

We typically use Trusts to avoid inheritance tax on some assets and to prevent receiving beneficiaries subsequently losing assets as a result of remarriage, divorce, care home fees and creditors.

Prepaid Funeral Plans

The cost of funerals is rising far quicker than RPI. The cheapest of funding your funeral is buying at today's prices, today. The same funeral director will conduct the same service at the same time however many years down the line they are required to perform the service. By purchasing today, that cost is paid for meaning your loved ones don't need to find money to pay for your funeral (remembering that your own assets will be frozen at that time and can't be used to pay the funeral director's costs directly until months down the line once a grant of probate has been issued and funds made available again. With our plans you don't pay for them long into retirement until the day you die. Instead, once purchased (either up front or with instalments) your plan is purchased and you have nothing further to pay. Its not a very exciting thing to spend your money on but it makes financial sense to do so and the cost of buying a plan increases every year so the sooner you purchase, the more money there is to pass onto your loved ones.

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