FAQs 

Payment is required before we prepare your documents.

You can pay by debit card, credit card or bank transfer — whichever is most convenient for you.

Before you go ahead, we will share our terms of business so everything is clear. Once payment has been received, we will send you a receipt so there is a clear record of what has been agreed.

That is absolutely fine. The initial 15-minute call is free and is there to help you understand your options.

During the call, we will listen to your situation, answer your questions and explain what may be worth considering.

Where appropriate, we will send you a summary of our conversation along with our recommendations, so you have everything in writing before deciding what to do next.

Yes. A Will is not just about how much money you have.

It is about making your wishes clear, choosing who should deal with your estate, naming guardians for your children where needed, and making things easier for the people you leave behind.

Even a simple Will can give your family clarity at a difficult time.

Your estate may not go where you expect, and it can create delays and uncertainty for your family.

The rules that apply are known as the rules of intestacy. These rules decide who inherits from your estate if you die without a valid Will, and they may not reflect what you would have wanted.

You can find out more on the GOV.UK intestacy checker.

A Will allows you to make your wishes clear and helps make things simpler for the people you leave behind.

You can write a Will yourself, but many people prefer to have guidance to make sure everything is done properly. A professionally prepared Will helps ensure nothing important is missed, your wishes are clearly recorded, and you have peace of mind that your Will has been prepared correctly.

You should review your Will whenever your circumstances change.

Key life events — such as marriage, divorce, separation, the birth of a child, a bereavement, moving home or remortgaging — can all affect what you need to have in place.

It is also sensible to review your Will every few years, even if nothing major has changed, to make sure it still reflects your wishes.

Without a Power of Attorney, even your closest family members may not have the legal authority to manage your finances, access your accounts, pay bills or make decisions on your behalf.

If you lost capacity without one in place, your family may need to apply to the court for authority to act for you. This can be a lengthy, costly and stressful process.

A Power of Attorney helps avoid that uncertainty by allowing you to choose the people you trust to step in if needed.

Not necessarily. This is one of the biggest misconceptions.

Even if you are married, in a civil partnership, or have been together for many years, your partner may not automatically have the legal authority to access your bank accounts, manage your finances, pay bills, or make decisions about your care.

A Power of Attorney allows you to choose who should be able to step in and act for you if needed.

It depends on the type of Power of Attorney and where you live.

In England and Wales, a Property and Financial Affairs Lasting Power of Attorney can usually be used once it has been registered, either straight away with your permission, or only if you lose mental capacity. A Health and Welfare Lasting Power of Attorney can only be used if you lose mental capacity.

In Scotland, a Continuing Power of Attorney can also be used once registered, either straight away or only if you lose capacity. A Welfare Power of Attorney can only be used once the relevant welfare decisions need to be made because you no longer have capacity.

In Northern Ireland, an Enduring Power of Attorney deals with property and financial affairs. It can be used while you still have capacity, with your permission, but it must be registered with the Office of Care and Protection if you lose capacity.

We will explain exactly how the rules apply to you and help you decide what is right for your situation.