How We Work
Personalised consultations, fixed prices, and hassle-free document handling for your peace of mind.
Simplifying the Process for Your Convenience
Our team ensures a hassle-free and comfortable experience by meeting you in the comfort of your own home. We strive to make the process simple and unintimidating.
At the meeting, instruction taking is conducted and personal circumstances fully discussed together with any particular concerns or issues the client may wish to discuss. Suitable options will then be given and fixed prices for the work given. Such quotations will not be varied. We then, following the meeting, request Authority to Proceed allowing us to commence drafting.
Subject to this, draft documentation will be produced and sent to the client within 21 days of the Authority to Proceed. Once the drafts are approved (and this may be after making amendments) the documents are sent to execute “the Attestation” process, which involves the signing and witnessing of the final (engrossed) documents.
We then request the final signed documents back to place into document storage (where applicable).
Society of Will Writers
Vision Estate Planning is proud to be a trusted member of the Society of Will Writers. As a member, we adhere to the highest professional standards and ethics in the field of will writing, ensuring that our clients receive expert guidance and quality service for their estate planning needs. You can rely on us to provide comprehensive solutions and peace of mind for the protection of your assets and loved ones.
For a free initial consultation