This option is ideal for those with busy lives who may not have the time to visit us at our offices but want to have a conversation and seek guidance from one of our experts.
It is suitable for relatively straightforward wills where general advice is sufficient; this may include general advice regarding tax and the use of trusts but if specific advice about a particular tax point peculiar to a person is required, or a detailed bespoke tax report, then another offering may be more suitable.
In this offering we provide a comprehensive will writing instruction form which highlights any issues that require consideration and assists in determining the best way to give effect to your wishes.
A qualified wills adviser is available on the telephone to go through the will writing instruction form and answer any of your queries. They will then prepare and send a draft of your will to you.
Upon receipt of that draft, our wills adviser is available again on the telephone to address any queries and make any amendments that may be necessary. Once a draft is finalised, a final version is sent for execution, along with a detailed guide as to how to do so. Once it is executed, the will is stored free of charge.