A Clear Process That Makes Complex Planning Simple

From initial consultation to complete implementation,

Here's exactly what to expect when working with us

Your Complete Family Protection Journey

Every step designed to build your confidence and ensure you make informed decisions about your family's future

Week 1: 90-Minute Consultation

Discovery & Understanding

We listen to your family's story, understand your concerns, and assess your current situation. This isn't a sales presentation - it's a comprehensive review of what protection makes sense for your specific circumstances.

What You'll Experience:

Complete family situation assessment
Current planning review and gap analysis
Clear explanation of your protection options
Honest guidance about what you actually need

Week 2-3: Detailed Analysis

Comprehensive Analysis

Behind the scenes, we conduct thorough analysis of your assets, risks, opportunities, and family dynamics. This deep dive ensures we understand every aspect of your protection needs.

What We Deliver:

Detailed inheritance tax exposure calculation
Asset protection vulnerability assessment
Care fee exposure analysis
Family protection gap identification

Week 4: 90-Minute Strategy Meeting

Strategy Presentation

Clear presentation of your customized protection strategy with all options explained in plain English. We show you exactly what we found and what we recommend, with transparent pricing and timelines.

You'll Receive:

Written vulnerability analysis report
Customized protection strategy recommendations
Clear timeline and investment breakdown
Alternative options and their trade-offs

Week 5-12: Implementation

Documentation & Implementation

Professional drafting of all documents with regular communication and progress updates. We handle all the complexity while keeping you informed every step of the way.

Implementation Includes:

Professional legal document preparation
Regular progress updates and communication
Quality review and accuracy checking
Complete implementation support

Week 12+: Ongoing Support

Review & Ongoing Partnership

Final review of all documents with detailed explanation, plus ongoing support to ensure your protection evolves as your family grows and changes.

Ongoing Support:

Line-by-line document review and explanation
Annual review meetings and updates
Life change adaptation and modifications
Continuous protection optimization

Choose Your Starting Point

Multiple ways to begin your family protection journey, depending on your current needs and comfort level

Family Protection Consultation

60-90 Minutes | Online Video Call

Comprehensive review of your family situation with detailed analysis of protection needs and clear recommendations.

Complete family situation assessment
Inheritance tax exposure calculation
Protection gap identification
Clear strategy recommendations
Transparent investment discussion
No obligation to proceed

Quick Questions Call

15 Minutes | Phone Call

Brief discussion to answer specific questions about your situation and determine next steps.

Quick situation overview
Specific question answers
Service options explanation
Timeline and process clarity
Next steps guidance

Self-Assessment First

5 Minutes | Online Tool

Complete our protection needs assessment to understand your situation before scheduling a consultation.

Online protection assessment
Immediate results and insights
Personalized recommendations
Resource downloads
Optional consultation booking

What to Expect During Your Consultation

Clear expectations for our first meeting together - no surprises, no pressure, just honest guidance

Before We Meet

We'll send you a simple preparation guide with information to gather. Most of what we need, you likely have readily available. No stress, no complicated forms.

During Our Consultation

90 minutes focused entirely on understanding your family's needs. We listen more than we talk, ask thoughtful questions, and provide clear explanations of your options.

No Pressure Approach

Our goal is education, not sales. We provide honest guidance about what you need, even if that means recommending less than what we could sell you.

After Our Meeting

Written summary of our discussion with clear next steps. Take time to consider your options - we're here when you're ready to proceed.

Complete Confidentiality

Everything discussed remains completely confidential. Your family's financial information and planning needs are treated with absolute discretion.

Timeline Discussion

Clear explanation of how long implementation takes, what's involved at each stage, and realistic expectations for completion.

STILL NOT SURE?

Frequently Asked Questions

Do I really need more than a basic Will?

If your home, pensions, and savings total more than £325,000 (most UK homeowners), a basic Will leaves your family exposed to 40% inheritance tax plus potential creditor claims and family disputes. Our technical will analysis reveals your exact exposure and shows you what additional protection makes sense for your situation.

Aren't Trusts only for wealthy families?

This is the biggest misconception in estate planning. With UK inheritance tax starting at £325,000, most homeowners benefit from trust protection. Our average client saves £47,000 through proper planning - that's nearly 10x their investment in trust strategies.

Can't I just sort this out later when I'm older?

The best trust strategies require time to mature and become effective. Waiting until crisis or advanced age often means facing limited, expensive options. Families who plan early have access to powerful strategies that those who wait simply can't use.

How do I know if your Technical Will is worth the extra cost?

Our Technical Will includes a comprehensive vulnerability analysis that reveals your exact inheritance tax exposure, asset protection needs, and family security gaps. Most clients discover risks worth £10,000-£100,000+ that basic wills completely miss. The analysis alone typically saves families far more than the Will costs.

What if I get your Will and decide I don't need Trust protection?

Perfect! Our Technical Will stands alone as complete, professional protection. There's no obligation to implement additional strategies. However, 82% of our clients will choose to add trust protection once they understand their specific vulnerabilities and the potential savings associated with it.

Will my family lose the house if I need care?

Under current UK law, your home can be seized to pay care fees if you need residential care - costs that often exceed £60,000 annually. Many families are shocked to discover that a lifetime of building wealth can be wiped out by a few years of care costs. Property protection trusts prevent this by legally removing your home from care fee assessments, ensuring it passes to your family as intended. The key is setting this up before you need care - waiting until care is required makes protection impossible.