What is the process?

The estate planning process involves these simple steps:

1. Review meeting*:
   • This meeting will be a chance for me to fully understand your personal circumstances including: your family and important relationships, your assets and your general wishes and aims.
   • I will then be able to discuss with you in more detail about your key considerations and concerns and the options available. This may include one or more of:
     • Inheritance Tax planning and mitigation,
     • Lifetime gifting,
     • Asset protection,
     • Business succession planning,
     • Beneficiary considerations (such as incapacitated beneficiaries or concerns about future re-marriage and divorce),
     • Potential claims against the estate,
     • The use of trusts to help address one or more of the above concerns, and
     • Any other complexities.
   • By the end of the meeting, a plan on how best to proceed will be agreed.
2. Following our meeting: I will prepare and send out to you your draft Will and any accompanying documents.
3. Once approved: Once you are happy with your draft Will and any accompanying documents, final bound versions can then be signed. I will outline any further steps needed and when it should be reviewed.

*The initial Review Meeting can be virtual or in person. I also seek to be flexible where possible with timings f you are unavailable during usual office hours. I can offer evening and weekend appointments as agreed in advance.

Who is it suitable for?

The Estate Planning Service is designed to provide bespoke advice to you for your personal circumstances.