Protect What Matters Most to You
Ensure your loved ones are cared for and your wishes honoured. Creating a will provides clarity and peace of mind for you and those you cherish.
Return to HomeWhat This Service Provides
This service gives you the assurance that your estate will be distributed according to your wishes, reducing uncertainty and potential difficulties for those you leave behind. You gain clarity about your affairs and the confidence that comes from having matters properly arranged.
Beyond the legal documentation, you receive the understanding that your family will be spared unnecessary complications during an already challenging time. Your assets will pass to the people you choose, in the manner you determine, rather than being subject to intestacy rules that may not reflect your intentions.
The service includes consideration of matters such as appointing guardians for children, providing for dependants, addressing tax implications, and establishing lasting powers of attorney. These elements work together to create a comprehensive plan that respects your circumstances and priorities.
Why People Put This Off
Many people find themselves thinking about estate planning but never quite getting around to it. The reasons are understandable: it feels uncomfortable to contemplate mortality, the process seems complex, or there simply never seems to be the right moment to address it.
Perhaps you worry about making the wrong decisions, or you feel uncertain about how to fairly divide your estate. You may have complicated family circumstances that make the situation feel particularly delicate. Or you might simply feel overwhelmed by the terminology and process involved.
Without a will, your estate would be distributed according to intestacy rules that may not align with your wishes. This can create difficulties for your loved ones, potentially causing family disputes or leaving some people without the provision you would have wanted them to receive. The longer this remains unaddressed, the more uncertainty exists.
How We Guide You Through This
Our approach begins with a conversation about your particular circumstances. We discuss your family situation, your assets, and what you hope to achieve. This allows us to understand your priorities and address any concerns you may have.
We explain the options available to you in straightforward terms, helping you understand the implications of different choices. Rather than presenting you with overwhelming detail, we focus on what matters for your situation. You make the decisions; we ensure they are properly documented and legally sound.
The process includes drafting your will, reviewing it with you to ensure it accurately reflects your intentions, and making any necessary revisions. We also discuss related matters such as lasting power of attorney, which allows you to appoint someone to make decisions on your behalf should you become unable to do so.
Throughout this process, you receive clear explanations and patient guidance. There is no rush, and you can take the time you need to feel comfortable with your decisions. The final documents are prepared with attention to detail and executed properly to ensure they will be effective when needed.
What to Expect When Working with Us
Your journey begins with an initial consultation where we learn about your circumstances and what you wish to achieve. This conversation takes place at a comfortable pace, allowing you to share as much or as little detail as you feel ready to discuss.
Following this, we prepare a draft of your will based on your instructions. You receive this document with sufficient time to review it carefully. We then meet again to discuss any questions or adjustments you would like to make. This iterative approach ensures the final document truly reflects your wishes.
When you are satisfied with the content, we arrange for proper execution of your will, explaining the formalities involved and ensuring everything is handled correctly. You receive guidance on safe storage and how to make future amendments should your circumstances change.
Throughout this process, you have the opportunity to ask questions and raise concerns. We remain accessible and responsive, providing the support you need to feel confident in your decisions. The experience is designed to be straightforward and reassuring rather than stressful or confusing.
Investment in Your Family's Future
The engagement fee for this service is £620, which covers the entire process from initial consultation through to final execution of your will.
This investment provides you with professionally prepared legal documents that accurately reflect your wishes, guidance throughout the decision-making process, and the peace of mind that comes from having your affairs properly arranged. The value extends beyond the immediate documentation to include the protection of your family's interests and the prevention of potential disputes or complications.
The service includes preparation of your will, explanation of its contents, guidance on proper execution, and initial advice on related matters such as lasting power of attorney. Any revisions to the draft document during the preparation phase are included within the engagement fee.
Should you decide later to update your will due to changed circumstances, that would constitute a separate engagement. However, the initial service ensures you have a solid foundation in place that can be adapted as needed over time.
How We Ensure This Works for You
Our methodology for will preparation follows established legal principles and professional standards. We ensure your will meets all formal requirements for validity, reducing the risk of challenges or complications in the future.
The process is structured to give you time to consider your decisions carefully. We review each element with you, explaining the implications and ensuring you understand what you are agreeing to. This deliberate approach helps prevent hasty decisions that you might later regret.
Progress is measured by your comfort level and understanding rather than arbitrary timescales. Some people prefer to move through the process quickly once they have made their decisions, while others appreciate more time for reflection. We adapt to your pace.
The realistic timeline for completing a straightforward will is typically four to six weeks from initial consultation to final execution, though this can be shorter or longer depending on the complexity of your situation and your preferred pace. You remain in control throughout.
Your Confidence in This Decision
We understand that engaging a solicitor for estate planning represents a significant step. You deserve to feel confident in both the service and the outcome.
Our commitment includes providing clear communication throughout the process, revising documents until you are satisfied they reflect your wishes, and ensuring you understand what you are agreeing to. We do not consider the engagement complete until you feel comfortable with the final documentation.
Before you commit to the engagement, we offer an initial consultation where you can discuss your situation, ask questions about the process, and determine whether this service meets your needs. This gives you the opportunity to make an informed decision without obligation.
If you discover during the initial stages that you need more time to consider your options or that now is not the right moment to proceed, you can pause or withdraw from the engagement. Our aim is to assist you when you are ready, not to pressure you into decisions you are uncertain about.
Taking the First Step
Beginning this process is simpler than you might expect. The first step is to contact us with some basic information about your situation. This can be as brief or as detailed as you feel comfortable providing.
Following your initial contact, we arrange a consultation at a time that suits you. This meeting can take place at our offices in Cardiff or, if more convenient, we can arrange alternative arrangements. The consultation provides an opportunity for you to ask questions and for us to understand your circumstances.
After the consultation, you have time to consider whether you wish to proceed. There is no pressure to make an immediate decision. If you choose to move forward, we begin the process of preparing your will according to the schedule we have discussed.
The barriers to beginning are minimal: you simply need to make contact and share some information about your situation. From there, we guide you through each step, ensuring you understand what is happening and why it matters.
Begin Planning for Your Family's Future
The conversation about your estate planning can begin today. Share your details, and we will arrange a time to discuss how we can assist you in creating a will that reflects your wishes and protects your loved ones.
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