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Based in the Midlands, I offer a personal Estate Planning Service, tailored to your own specific requirements. Wills, Powers of Attorney's, property & asset protection trusts, lifetime trusts and Funeral Plans. I offer a professional service at affordable prices. I complete a formal consultation with each client and advise them accordingly, based on their own particular circumstances. You are not just asked to complete a questionnaire or complete your application on line. I am currently, only completing remote appointments. This suits many clients. and ensure that they are not put at any risk, during this pandemic. 'I am able to offer an 'express service', if required, for both wills and Power's of Attorney, for which a nominal additional fee may be charged.
Many clients have little or no understanding of estate planning and often think that they have to have many thousands of pounds in their estate. I am able to help those people in providing the correct advice, based on their circumstances, to ensure that their wishes are carried out. I take pride in helping people in all circumstances providing a professional service.
To have personal control over clients individual needs and requirements, ensuring the correct documentation is provided based on their own individual circumstances.
I am offering a personalised service tailored to individual needs and circumstances. Consultations are completely free of charge and there are no 'hidden' fees. My services for wills and Powers of Attorney are provided with 'no upfront fees', payment is only requested once drafts have been approved.
Yes, Due to the Covid situation I am mainly completing remote, telephone, video and online consultations.
I am currently not completing home visit consultations, ensuring no risk to any of my clients. All consultations are completed as telephone, video Zoom, Skype or WhatsApp to suit. My prices have also been reduced as consultations are completed on a non home visit basis, as this current time.
