Your journey begins with a confidential meeting with an experienced estate planning consultant. We’ll assess your personal and financial circumstances, discuss your goals, and understand any concerns you may have about protecting your family and passing on your estate.
Based on your circumstances, we’ll recommend a bespoke solution, whether that’s a standard Will, a Trust-based Will, or more advanced planning options. Our advice ensures your chosen plan aligns with your values, assets, and family structure.
Once you’re happy with the proposed plan, we’ll proceed upon full payment. You’ll receive a payment receipt, our Terms of Business, and we’ll book a follow-up call over zoom to take detailed instructions to start drafting your will process.
We’ll carefully gather your wishes, including executors, guardians, trustees, and how your assets should be divided. A written summary will be provided to you for a review, to make corrections and confirm the data is correct, to start the drafting process.
Your Will or Trust document is drafted based on your confirmed instructions. Once approved, we guide you through the witnessing process to ensure the document is signed legally and correctly, giving your plan full legal standing.
We explain the importance of storing your Will professionally rather than at home. If you choose secure storage, your original document will be held safely, and you’ll receive a digital copy along with a storage certificate for peace of mind.
Every journey starts with a confidential meeting where we listen, understand your goals, and offer tailored guidance. Your peace of mind is just a conversation away.
