Our Meetings

We use various methods of communication including telephone, email, video conferencing and virtual events. 

At the first meeting, we gather information to make sure we understand your circumstances and what you would like to happen to your estate in the event of death.

At the second meeting, we will make our recommendations along with the costs of our services. If you decide to procesd, we will gather full details of the family and friends who may be included in the Will and issue a Client Summary for you to check all details are correct.

Once you have confirmed the details are correct, we will draft up all documents including a Will Commentary and a Will Clarity statement, should someone decide to challenge your Will.