How it Works


How it Works
 

HOW IT WORKS

Four simple steps to complete peace of mind.

01

Free Conversation
to Get Started

Speak with us by phone, video call or at home for a relaxed 15-minute consultation where we take the time to understand what matters most to you.

02

The Right Protection

We’ll guide you towards the most suitable combination of Wills, LPAs and Trusts to protect your wishes, your family and your legacy, all with clear, upfront pricing.

03

Review & 
Sign

We prepare your documents, explain everything clearly, answer any questions you may have, and guide you through the signing process with confidence.

04

Store & 
Support

Your documents are securely stored, and whenever life changes, we're here to help keep your plans up to date.

FREQUENTLY ASKED QUESTIONS

Good to know.

How long does the whole process take?

For a straightforward Will or LPA, it’s usually a couple of weeks from first consultation to signed documents.  So, an initial chat, a draft for you to check, and a final appointment to sign.  If your situation is urgent, we can often move faster.

Do I have to visit an office?

Not at all.  Everything can be done from the comfort of your own home, across Nottinghamshire, Derbyshire and Leicestershire, at no extra charge.  Many clients find a home visit far easier and more relaxed.

Is the initial consultation really free and without obligation?

Yes, genuinely.  The consultation is free, and you are under no obligation to proceed.  We’ll explain what we recommend and what it would cost, and you’re free to take your time deciding.

Do I need both a Will and LPA's?

In most cases, yes.  Having both documents in place gives you the reassurance that your affairs will be looked after, your loved ones protected, and important decisions made by the people you choose, both during your lifetime and after you're gone.

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