How does it work?

01

We have an initial informal conversation about your family circumstances and options to consider. There's a Questionnaire to complete, to detail what's in your estate.

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03

Then there are T&Cs to sign, a payment to make based on your requirements/ options chosen and then we take your instructions.

04

You check your instructions

05

You receive documents to sign and keep safe.

If arranging Lasting Powers of Attorney – signed documents are checked and sent to OPG (Office of the Public Guardian - a Government department) to make them legal. The OPG charge an additional amount for registration.

02

A Recommendations & Options Report is produced for us to discuss.