I am here to help make your arrangements professionally and efficiently, so you can then get on with your life, safe in the knowledge that you have done the right thing to safeguard your assets for your family.
If you have any questions about Wills, Trusts or Powers of Attorney but were always afraid to ask, Id be delighted to help with a no-obligation consultation.
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Writing your Will
My aim is to take your instructions and provide a simple, concise, easy-to-understand document that is a true reflection of your wishes.
We are all unique and have different circumstances and aims. Adhering to any social distancing advice, I visit many clients at home/garden, which is comfortable, private, stress free and saves you travel, child care and if you are working from home, time off work. Here, I take time to listen to you, our circumstances, worries and wishes.
My visits and advice are totally free and without obligation. By conducting a short and relaxed fact-find about you, I clarify your aims and major areas of concern. I then explain in a jargon-free way how I can help and I take down your Will details. Many clients, having put off Will making for many years, comment on how quick and easy I make the procedure and what a positive experience it is.
I answer any questions and in most clear cut cases I will arrange for your draft Will(s) to be emailed for your approval then posted to you directly for speed with signing instructions.
Taking the time to listen to your needs
However in some cases and certainly if you have any areas of concern, have more complex needs, are elderly or want to discuss matters with your family for example, I will happily speak to you again to explore your options more fully. Our advice is backed up in writing and there is never any pressure to take our advice or purchase any products.
I take time to listen to your concerns and questions. Rather then being reactive I like to be proactive and explore additional protection and future proof your estate planning as much as possible.
If required I can also offer you additional personalised recommendations and guidance to suit your needs, for example Trusts, Powers of Attorney for Health & Welfare or Property and Finance.
I can also explore if there are any pressing needs for advice within your immediate family. We like to provide a rounded service to ensure there are no nasty surprises down the line.
Sometimes people in care or hospital want to make a Will and we are of course happy to visit at short notice and work closely and efficiently with them.
Serving local people across Bromley, Orpington, Croydon, Bexley, Sevenoaks, Central London and South East London and beyond.