A reliable estate planning team for firms without one in-house.
We work with solicitors whose firms do not retain a Wills department, or whose private client team is at capacity. Drafting and process to a standard your clients will recognise.
Like-for-like quality, without the overhead.
Firms that have stepped back from private client work still hear the same client questions. The choice is to lose the client or to refer the work. We provide a route that keeps the relationship in your firm.
Our drafting standard is set by a Trust and Estate Practitioner. The process, file notes and storage standards are familiar territory for solicitors.
What you should expect.
Conflict checks
We will run our own conflict checks and confirm with you before contacting the client.
Document copies
Signed copies returned to your file, subject to client consent.
Probate referrals back
If the firm later acts on the estate, we can hand back without fuss.
Common questions.
We run our own conflict check and confirm clear with you before engaging the client.
Our founder is a Trust and Estate Practitioner through STEP and a Fellow of the Society of Will Writers. Drafting standard reflects that.
The form takes two minutes.
We will contact your client within one business day and keep you informed at the appropriate stages.
Talk to us about how a partnership could work.
The introduction form is the simplest route, but if you would prefer a conversation we are happy to set one up.
Or call us on 01304 577 998