Based on your answers we recommend…

The Bundle.

£1,750

  • • Our fully comprehensive estate planning package

    • What you get:

    • Non-standard Will (including Will trusts)

    • Severance of Joint Tenancy

    • Both LPAs - health & welfare and financial

    • Unlimited copies of your LPAs to distribute to your attorneys

    • Letter of Wishes

    • Digital Legacy Document

    • Lifetime Will storage at the National Will Archive

    • 2 x Executor cards for Will retrieval

    • Pension nomination information

    • Life insurance trust information

    • Drafted by our qualified Society of Will Writers professional

    • Clear, legally-sound documentation

    • OPG filing fee included (£164)

    • Clear instructions on how to witness and sign all your documents

    • TOTAL SAVINGS: -£370

    • Extra peace of mind:

    • Every LPA and Will undergoes third-party checking

    • If there are any mistakes, we will cover the cost of resubmission for both LPAs

    • Full professional indemnity insurance coverage

    • Our full service so you know everything is compltely covered ✨

    • You complete our onboarding form

    • We study and research your case based on your personal situation

    • Together we have a virtual meeting where we will go through any niggling details, answer any of your questions and take payment

    • First draft of your documents by email within approximately 2 weeks

    • After this is approved, the final copies will be posted to you for signing and witnessing

    • Once you return your Will it will be sent to the National Will Archive for secure storage and we will post you your executor cards in the post

    • Once you return your signed LPAs, we will register them with the OPG and you can expect return of your documents within 9-11 weeks

  • We understand that you might not need all the bells and whistles. If you don’t, feel free to check out our individual Will and LPA services below.