Platinum, Bespoke

Platinum, Bespoke

Platinum, Bespoke Estate Planning

From £500

For people with more involved circumstances, or those who want a broader and more detailed review of their estate, wishes and practical arrangements.

Platinum includes a comprehensive discovery process, Sole or Mirror Wills tailored to your circumstances, and up to two hours with the principal consultant to explore your wishes and the matters that are important to you.

The service can include a broader review of your assets, liabilities, beneficiaries and estate-planning considerations, together with a written summary or recommendations where appropriate.

We can also assist with arranging secure storage of your original Will with HM Courts & Tribunals Service where requested.

Because Platinum is a bespoke service, the exact scope will depend on your circumstances. Any additional work, specialist input or costs will be explained and agreed with you before proceeding.

Where specialist legal, trust, tax or other professional advice is required, we will identify this clearly and explain the appropriate next steps.