You may have been put off by the prices some solicitors & companies charge to help get your affairs in order but may also be reluctant to attempt this online yourself without advice (which is probably a good thing!).

We like to think of ourselves as the best of both worlds, we have some of the brightest minds in the industry to help our clients, as well as the technology required to keep our prices competitive.

Estate Planning is more than writing a Will, and that is not to diminish the importance of a Will, after all, why would you work most of your life building a legacy for you loved ones and not ensure it gets there?

We will guide you through this process, giving you helpful tips throughout to ensure your loved one’s lives are not made any more difficult when that time comes.

After hearing the different ways you can have your affairs set up, you may want to implement planning to protect assets for loved ones against third parties, or possibly mitigate inheritance tax, both are great ways to ensure your beneficiaries receive as much of your estate as possible.

Our meetings often take place in the comfort of your own home, but if you would prefer a video call meeting, this can also be arranged. 

Our Estate Planners currently cover the following areas for home visits:

• Hertfordshire
• Essex
• London
• The South East
• The South West

In this meeting your Estate Planner will find out all the information they require to ensure they give you the best advice. This will include discussions about your life up until this point, your family & friends, as well as what your goals are going forward. 

Once you have booked a meeting, to help get things started, your Estate Planner will give you a few things to think about prior to them arriving.