Wills & Estate Planning
Every individual should take advice and instruct a professional to prepare a Will in order to ensure that their property and affairs are dealt with in the way that they want. For straightforward Wills matters can sometimes be dealt with by one appointment to include finalising instructions, approving the draft Will and then producing an engrossment for signature.
For more complicated Wills involving wealth planning and perhaps Discretionary Trusts we and the client need to think more carefully. Draft documents can be prepared and exchanged over a sensible period of time by agreement. Some clients like to deal with us by email in relation to these matters which gives additional flexibility in terms of exchanging draft documents and incorporating amendments. We are happy to visit clients at their home address if they are unable to attend our offices.
For further information please contact:
Judy Dyke on 0121 693 2222