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Willtrust Ltd

Willtrust Ltd deal almost exclusively within one area of legal services, that of succession planning. As such we are best placed to offer the advice that best suits your own individual circumstances. Willtrust’s Code of Practice through membership of the Institute of Scottish Professional Willwriters, our ethics and our philosophy ensure that our clients meet with the very best level of service and advice possible. That is at the very heart of our client proposition. Willtrust Ltd is a long established legal services firm that offer multiple solutions to our clients individual situation. No two clients have the same needs and requirements...something our Consultant's recognise when they are preparing a solution for your own individual circumstances. We provide a no-obligation home visit service at a time that is convenient to you that includes daytime, evening and even weekend appointments. We appreciate that people are living increasingly busy lives and such a service allows our clients to get their affairs in order at a time and place that is convenient to them. Alternatively, you are welcome to visit and discuss your requirements at our offices, whatever is most convenient to you. Our fully qualified Consultants will ask the right questions to obtain the right information required to advise on the right product accordingly. Willtrust Ltd offer an extensive range of Will options for you depending on your own particular circumstances including but not limited to: • Standard Wills • Continuing and Welfare Powers of Attorney • Discretionary Trust Will • Inheritance Tax Planning Will • Property Protection Trust • Asset Protection Trust (to protect against having to sell your or your loved one’s home to pay Long Term Care costs) • Living Will (or Advanced Medical Directive) • Executory Services • Pre-Paid Funeral Plans • Will Health Check Fees for your required legal services product are fixed from the outset regardless of the length of time our Consultants spend with their clients or to draw up the relevant documentation. This means that you will not feel rushed throughout any part of the process and accordingly, as a Willtrust client, you will be reassured that you are receiving the best possible advice. In planning for the future or nearing retirement, Willtrust’s services could prove to be invaluable. Financially you may possibly able to save many thousands of pounds. However, it is not always about money. Being content from the peace of mind of knowing that your last wishes will be carried out and that your loved ones are taken care of is also a great comfort to many people. Estate Planning goes hand in hand with financial planning. We also have a regulated financial services arm. Our sister company, Lockhart Grey Financial Planning, can provide expert advice in all financial service areas such as investments, pension and retirement planning, tax efficient savings, mortgages, insurance and protection planning, taxation and trusts, inheritance tax planning etc. If you wish to make use of their services, just say so. They will be more than happy to help.

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What do you love most about your job?

We help people, simple as that...

Within an industry that is still a taboo subject for many people, we pride ourselves in guiding our clients in enabling them to make an informed decision with regards to their Estate Planning provision.

This could be from producing a simple Will to preventing your or your loved ones having to sell their home to pay for Long Term Care costs.

No two clients or the recommendations that we make to them are the same. We see clients from all walks of life and all are treated alike...with respect, with compassion and with integrity.


What inspired you to start your own business?

Service and positive client outcomes.

Our founder has been in financial and legal service for over 24 years. He has owned his own businesses since 2002, over 18 years.

Having worked for one of the largest life insurers in the UK, a well known solicitors firm and a large independent financial adviser it became apparent sales were more important than the client, whereas he felt the opposite.

Taking care of your clients is the most important aspect for any business.

That is what we do at Willtrust, we will look after you and your loved ones.

Why should our clients choose you?

We are a Professional Will Writing and Estate Planning Company with offices in Glasgow and Paisley, however we service the whole of Scotland, having consultants within all geographical areas.

Willtrust Ltd deal almost exclusively within one area of legal services, that of succession planning.

As such we are best placed to offer the advice that best suits your own individual circumstances.

Willtrust’s Code of Practice through membership of the Institute of Scottish Professional Willwriters, our ethics and our philosophy ensure that our clients meet with the very best level of service and advice possible.

That is at the very heart of our client proposition.

Willtrust Ltd is a long established legal services firm that offer multiple solutions to our clients individual situation. No two clients have the same needs and requirements...something our Consultant's recognise when they are preparing a solution for your own individual circumstances.

We provide a professional, honest and ethical service at a reasonable cost and provide details of their fees in advance so that there are no nasty surprises.

However, it is not always about money. Being content from the peace of mind of knowing that your last wishes will be carried out and that your loved ones are taken care of is also a great comfort to many people.

Many companies claim to be a 'One Step Shop', when they clearly are not We are.

Estate Planning goes hand in hand with financial planning. We also have a regulated financial services arm.

Our sister company, Lockhart Grey Financial Planning, can provide expert advice in all financial service areas such as investments, pension and retirement planning, tax efficient savings, mortgages, insurance and protection planning, taxation and trusts, inheritance tax planning etc. If you wish to make use of their services, just say so. They will be more than happy to help you.

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Example requests

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Which service(s) do you require?

Lasting Power of Attorney - Health and Welfare, Lasting Power of Attorney - Property and Financial Affairs, Will

Who is this for?

Me and my partner

What is the total value of the estate?

£100k-£250k

In which ways would you consider receiving this service?

Face to face

Do you have any additional details

Just need straightforward wills and info about Power of Attorney. Husband 21 years older than me and due to have operation soon, so seems good idea to investigate these things.

Which service(s) do you require?

Will

Who is this for?

Mother

What is the total value of the estate?

£50k-£100k

In which ways would you consider receiving this service?

Face to face, Over the phone, Online

Do you have any additional details

Looking for a will to be written up on behalf of my mother in law 80, fiancée 54 and myself 47. We are all joint owners of our property.

Which service(s) do you require?

Will

Who is this for?

Me and my partner

What is the total value of the estate?

£100k-£250k

In which ways would you consider receiving this service?

Online

Do you have any additional details

My wife and myself are looking for an uncomplicated will that will ensure that all our property and other assets including savings etc. go to our daughter after our deaths

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Reviews

4.92/5.00

based on 62 reviews

The average rating for Bark Will Writers in Glasgow is 4.92, based on 62 reviews.

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