Will Writing

Tailored for Your Peace of Mind

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Simple Will Service

Designed for straightforward estates. Delivered with professional advice.

Our Simple Will Service is designed for clients with straightforward estate planning requirements who would like a professionally drafted Will without the need for more complex planning.

Working directly with one of our advisers, we will guide you through the process, explain your options and ensure your wishes are clearly documented.

Before proceeding, we will confirm that the service is suitable for your circumstances.

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Interactive Questionnaire

You will be granted access to our interactive questionnaire that you can complete in your own time. Once you have submitted your questionnaire you will need to book in your 45-minute review session via video call with one of our specialist advisers.

1

Review Session

During the review session, the advisor will review your submission and clarify any points with you whilst also providing additional guidance and advice where needed. Once the review session has been completed and we have received all necessary information from you, we will begin drafting your documents.

2

Drafting Your Will

The initial draft versions of your documents will be sent to you via secure email within 7-10 working days for your approval. During the drafting process, you have the opportunity to request changes to the documents or ask us to clarify any of the wording.

3

Sign & Witness

Once approved, the final stage is signing your Will either in our Heathfield office or remotely (We will provide full signing guidance if the remote option is chosen).

4

Standard Will Service

Our standard service is designed to be fully flexible to meet your requirements. We can accommodate the instruction meetings either at our Heathfield office, via video call or in the comfort of your own home*. This is a better solution if you would like detailed assistance or have complex needs.

*additional charge applies if you live more than 15 miles away.

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Specialist Will Service

This service includes everything that you would normally receive with our Standard Will service, but it is better suited for highly complex requirements, for example if you have vulnerable beneficiaries or are looking to create an increased level of protection for your estate.