Our Estate Planning Process
We make the process straightforward and stress-free. Our dedicated team assists clients with the administration of their estate plan, guiding them through each step to ensure all legal requirements are met.
1. Initial Consultation
A free call or meeting (in person or online) to understand your goals, family situation, and any concerns about inheritance or tax.
During this initial consultation, we cover all aspects of estate planning, including identifying and addressing potential estate disputes that may arise over wills, trusts, or executors.
2. Review & Recommendations
We assess your assets, existing documents, family structure, and tax position, then provide tailored options with clear explanations and costs. Our estate planners in London pay close attention to detail during this review, ensuring that every aspect of your estate plan is thoroughly considered and that their recommendations are customised to your unique needs.
3. Drafting Your Documents
We prepare all necessary documents Wills, trusts, LPAs and send drafts for review. Having a lawyer draft your documents ensures legal validity and helps prevent future estate litigation by addressing potential issues before they arise.
4. Signing & Implementation
We guide you through signing, witnessing, and legal requirements to ensure everything is valid and properly registered. We also assist executors in navigating the administration process, helping them fulfill their responsibilities and manage the estate efficiently.
5. Ongoing Support
Your estate plan can be updated whenever your circumstances change. Our team is here to assist you in keeping your estates and estate plans current, ensuring they reflect any changes in your assets, family situation, or relevant laws. We offer periodic reviews to keep everything up to date.