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Cavendish Provincial Wills and Estate Planning

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About

Cavendish Provincial Wills and Estate Planning is an established business in the Southwest. we pride ourselves on our commitment to provide a professional and speedy service at all times, whilst maintaining the highest quality of work.
We all know it is wise to have a Will, but the reality is that over 67% of the UK adults do not have a Will in place.

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Reviews (7)

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5/5

7 customer reviews

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22 August 2019

Emma came to our home at a time convenient to us. She made everything so easy and gave us tips about things we hadnt thought of. So glad we have everything sorted. Now we can rest easy. More...

Reviewed on Google Maps

15 August 2019

Having put off getting my affairs in order as it seemed so daunting to me i finally set the wheels in motion with the help of EmmaI received a very friendly and knowledgeable service and it was so much more straightforward than i initially thought it would be thanks to her clear explanations/insight at every stage I would highly recommend Emma at Cavendish Provincial

Reviewed on Google Maps

15 August 2019

Professional, Friendly, helpful service. Emma explained everything thoroughly to us, answering all of our questions even when asked the same thing more than once to get it clear in our heads. I now feel happy and confident that everything has been taken care of and I don't need to think about it again for a long time. Emma is so happy to help, and willing to make time to talk things through so you are 100% happy, which when doing something like this is so very important. If we need any amendments in the future we will definitely be going back to Emma @ Cavendish :) More...

Reviewed on Google Maps

30 June 2019

Very pleased with the Will Writing Service provided by Emma at Cavendish Provincial. Quick to respond, knowledgeable, really pleasant to deal with and great value. Would highly recommend.

Reviewed on Facebook

30 June 2019

No one ever WANTS to write a will. We don't WANT to think about what is going to happen when we die. It wasn't until getting a mortgage and having a child that I realised I really needed to sort this. When I was recommended Emma from Cavenish Provincial, I soon came to realise that this process wasn't nearly as scary or morbid as it had become in my head. She made it interesting and lighthearted and my husband and I are now much happier knowing we wouldn't leave chaos behind us. Highly recommend Emma, she deals with everything professionally, promptly but with great humour and kindness. Thank you Emma.Love Sheryl and Kev More...

Reviewed on Google Maps

7 May 2019

We can highly recommend Cavendish Provincial & Estate Planning. Emma offers a very friendly service with knowledge & experience. She guided us through the process of making our wills, which helped us make our decisions and cleared up issues that we were unsure of. We found her charges very affordable and of good value. More...

Reviewed on Google Maps

22 February 2019

Complete stress free professional experience. Will be recommending to friends and family.

Reviewed on Facebook

Q&As

I love working directly with clients to bring them peace of mind that everything will be taken care of the way they wish. Alleviating the stress and worry by finding the solutions needed.

I have worked for myself for over 20 years and enjoy the flexibility it gives me. It means I can choose to schedule appointments when it is most convenient for my clients. Evenings and weekends included, I am not controlled by office hours or geography. 100% confidential and fully indured. I abide by the Society of Will Writers code of conduct.

I feel I give 100% to every client. I am always happy to discuss and answer questions, there is no pressure or rush to get a job completed. My client comes first and only when they are 100% happy, we complete. I am flexible with fitting people in and always accessible via phone, text or WhatsApp.
What you get from me is a good job done by a cheerful consultant.

I have been providing my service remotely for the last 4 years, so when Covid came along, this wasn’t a problem. I could carry on providing the service throughout. After an initial phone conversation, we can set up a meeting via zoom or teams. This allows a virtual face to face conversation, which is quicker and more flexible. This means I can offer my services anywhere in the UK. The documents when drafted are posted out to you will full instructions on any signing etc needed. Don’t delay because it’s difficultto find time to get to an office, call me and set up a virtual online appointment.

To all face to face meeting I carry full ppe. If needed, I am happy to wear a mask, gloves and visor, keeping my distance. I have conducted meetings in gardens and Will signings in clients drives. Client safety is very important and I will always abide by any rulings and clients wishes. Hand sanitizer has become an item in every coat pocket!

Services

Single Wills, Mirror Wills (couples).
Your Will is your wishes as to where you want your estate to go when you die. It’s not morbid, it’s practical and very important. Non of us want to leave our family and friends with no idea what we wanted to happen. We can also give instructions as to who has guardianship of our children, if we don’t, the court will decide.
There can also be Trusts set up in your Will. Property Trusts that safeguard your ownership in a property for the future for example.

This legal document, when registered with the Office of The Public Guardian, gives legal permission for your chosen attorneys to make decisions for you when you can’t.
There are two types. The Health and Welfare LPA and the Financial LPA which allows your attorneys to bank, pay bills and make financial decisions for you. This is important to be in place if you lose capacity but also what if you had to be in hospital for a while and couldn’t take care of your finances. Your attorney can.

This gem of a trust is set up during your lifetime to safeguard your assets. This can be a property or properties, cash assets or investment assets. Safely put in Trust to pass on to future generations, the details of which go in your statement of wishes. If you would like to know more about these trusts, please do get in touch.