Protective Will Package

A Will makes clear what you want to happen to your assets, wealth and possessions when you die. It is a legal instruction that makes things easier for your loved ones and ensures your wishes are followed.

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Why choose us?

Your Will should be more than just a ‘tick in the box’. It should be robust, transparent and set up to protect your money and sentimental items for many generations to come. We want you and your family to understand the entire will-planning process. We make it our mission to simplify the complex. Treating you throughout the process like a part of our own family. We are a team of approachable, caring individuals who deliver professional results.

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How the process works

Achieving the best results involves taking you on a logical, straightforward journey. Here are the steps we’ll take together:


Initial Conversation

To meet one another, understand your current situation and goals

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Options Explained

A follow-on meeting to present your personal Protective will Package options

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We will handhold you through any forms that need completing

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Will package drafted

We will handhold you through the checking and signing of draft documents

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Documents are signed by the people involved in your planning and returned for checking.


Final documents

Originals or copies are sent to you for storing

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