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Estate Planning Services (Scotland) profile image

Estate Planning Services (Scotland)

West Lothian

‘21 Certificate of Excellence

A well established and professional legal company offering - Wills, Powers of Attorney, Family Protection Trusts, Executry Service, Pre-paid Funeral Plans, and Household Documents Inventory and Control. Our first meeting is 'free and without obligation'. All meetings, (remotely or in person) will be with the company's Owner/Principal and can be arranged in the comfort and privacy of your own home on a date and at a time that is mutually convenient. As a member company of The Society of Will Writers and Estate Planning Practitioners, they have a mandatory requirement that for our clients protection we have in place Professional Indemnity Insurance of £2million. Estate Planning Services (Scotland) has arranged insurance cover of £2.5million. We are subject to annual mandatory Continuous Professional Development (CPD), and strict compliant adherence to the stringent requirements of the Society's work practices, enables them to endorse us as being 'Safe to do business with'. For further information do please visit our website - www.estateplanningservicesscotland.co.uk

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a professional

What do you love most about your job?

Discussing with clients the importance of Wills, Powers of Attorney and all other aspects of Estate Planning relevant to them. Afterall if we fail to plan, we plan to fail. Maintaining the highest standards of professionalism with all clients is paramount to our success.

What inspired you to start your own business?

Having worked for many years with a large legal firm in Edinburgh and subsequently with another legal firm in Glasgow - with solicitor offices throughout Scotland and also in England, I felt that not sufficient time was being spent with clients asking pertinent 'what if' questions, to ensure that specific, comprehensive bespoke solutions were provided for every client. Estate Planning Services (Scotland) takes time to understand clients needs fully before making recommendations. Too often, legal firms simply take instructions from clients, without delving sufficiently into their personal situation and family relationships. Our clients often comment that our service is more in-depth than anything they have experienced before - and they appreciate that.

Why should our clients choose you?

We are experienced, trustworthy, reliable and professional. We always try to put our clients at ease, and explain everything to them in a language that is easy for them to understand. As a result, our clients often recommend us to their friends, relatives, work colleagues and others. Our clients, when governments permit, like the idea of being able to discuss these important matters in the relaxed comfort and privacy of their own home.

Can you provide your services online or remotely? If so, please add details.

Yes. If clients have access to the various video platforms available, e.g. Zoom, Skype etc. in-depth telephone conversation to discuss requirements etc.

What changes have you made to keep your customers safe from Covid-19?

We strictly follow government guidelines to ensure that all our clients are kept safe from COVID-19, e.g. minimising our physical visit to one signing/witnessing call as appropriate, and maintaining social distancing and ensuring the wearing of quality face masks.

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Wills and Estate Planning FAQs

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Having to allocate your estate can be a very sensitive task and often complicated task. This can be made harder the more intricate you wish your will to be. When writing a will, whether it’s straightforward or more complex, it’s a good idea to get some professional help and advice. Many people choose to go for a solicitor when it comes to their will writing needs, but an accredited Will Writer can be just as effective, at a fraction of the price.

If you opt for a face-to-face meeting, your will writer will schedule an appointment in your home. During this appointment, your Will Writer will have a conversation about your specific circumstances.

With telephone-based services, you will be assisted with enquiries much in the same way as a face-to-face appointment.

During both of these conversations, your Will Writer will ask you to confirm some details:

  • What type of assets you own – this includes any possessions, property and savings

  • Your executors – members in your family that are tasked with handling property, paying debts/taxes a liaising with beneficiaries

  • Your beneficiaries – what family members receive what/how and in what amounts. This includes what charities are awarded compensation. Your will writer will give you suggestions on all of these factors and how to organise them prior to drafting.

With an online service, your Will Writer will respond to a set of online questions about your will. After completing these questions, you will receive a draft by either email or post, which you will then be required to sign in the presence of a witness.

So what should you think about when looking for a will writer? Bark makes it easy to compare professionals and get quotes immediately. Here are some points you may wish to review before selecting an estate planning professional:

  • Take a look at past reviews or testimonials from previous clients

  • Check whether the Will Writer specialises in your specific circumstances (i.e. overseas assets)

  • Accreditation by The Law Society – proves the legitimacy of the professional

  • Possible member of The Society of Will Writers or The Institute of Professional Will Writers – proof of up-to-date training Insurance in the case that your will is challenged legally (adhering to a code of practice

These are great places to start when hiring your Will Writer.

Getting a Will Writer has some very obvious benefits. You may have assets you wish to split among a wide range of people. Or you may not know how you wish to divide your estate at all. In either of these cases, a Will Writer can help to clarify your motivations and see to it that your family is provided for correctly.

The will-writing process itself can be very intricate. If you are confused about the ways in which your estate can be organised, or you’re unaware of the best way to protect your estate for future generations, a Will Writer can be very valuable. With an accredited Will Writer, you can make sure that your estate is not only allocated correctly but that all assets left behind are safeguarded for future generations.

One very important aspect of writing your will is that it is legally binding. It is very easy to write a will in theory – but incorrect or omitted information can cause unpleasant disputes between family members. These disputes can rage on for years and years. By having your will looked over by a professional, you avoid needless confusion or altercations between your loved ones.

Making sure your will is kept up to date shouldn’t be forgotten either. A good Will Writing company will keep details on file, and also let you know when you should update your will accordingly. Looking over your will on a frequent basis is very important. Not only does this keep you up to date with regulations, but you can also make sure everything you’ve stated in your will is still current.

Yes! Bark makes it simple to find and hire a Will Writer from the comfort of your home. Just tell us what you’re looking for and we’ll connect you with the best Will Writers for the job. Most Will Writers will be able to offer their services online or remotely, all you’ll need is a phone or a strong internet connection.



based on 195 reviews

The average rating for Bark Will Writers in Edinburgh is 4.99, based on 195 reviews.

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