Who we help
For individuals making a first will, business owners and anyone whose family or financial circumstances have changed.
What the service can include
- Review of your wishes, assets and family circumstances
- Appointment of executors and intended gifts
- Consideration of business interests and related documents
- Drafting, explanation and guidance on signing the agreed will
The scope is agreed for your matter. It depends on the documents, the issues and what you ask us to do.
How the work usually progresses
Take your instructions
We discuss your circumstances, beneficiaries and who should administer the estate.
Prepare and review
We draft the will, explain its effect and work through your questions.
Arrange signing
We explain execution requirements and discuss storage and future review.
What to prepare
- Existing will or codicils
- Summary of assets and business shareholdings
- Names of intended executors and beneficiaries
- Relevant family circumstances or overseas connections
Fees and the first consultation
The initial consultation is £325 + VAT. Further work is separately scoped and priced. We will explain the charging basis and any expected third-party costs before you instruct us.
Questions about wills
When should I review an existing will?
A change in family circumstances, assets or business ownership is a reason to seek a review. Tell us about marriage, separation, deaths or significant transactions.
Can my will cover overseas assets?
Cross-border estates may need advice in more than one jurisdiction. Tell us about overseas property or connections so that the scope can be agreed.