A Will makes clear what you want to happen to your assets, wealth and possessions when you die. It is a legal instruction that makes things easier for your loved ones and ensures your wishes are followed.
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Your Will should be more than just a ‘tick in the box’. It should be robust, transparent and set up to protect your money and sentimental items for many generations to come. We want you and your family to understand the entire will-planning process. We make it our mission to simplify the complex. Treating you throughout the process like a part of our own family. We are a team of approachable, caring individuals who deliver professional results.
Achieving the best results involves taking you on a logical, straightforward journey. Here are the steps we’ll take together:
To meet one another, understand your current situation and goals
A follow-on meeting to present your personal Protective will Package options
We will handhold you through any forms that need completing
We will handhold you through the checking and signing of draft documents
Documents are signed by the people involved in your planning and returned for checking.