Planning for the future can feel daunting, especially when it involves your Will, Trust, or Lasting Powers of Attorney. That’s why we believe it’s important to make the estate planning process clear, relaxed, and easy to understand.
If you’re wondering what actually happens during an estate planning appointment, this guide walks you through it step by step. Whether we meet face-to-face, over the phone, or online, the aim is always the same: to help you feel confident and in control of your decisions.
Step 1: A Friendly Welcome and a Chat About You
The appointment starts with a relaxed conversation. We will ask about your personal circumstances, things like:
- Are you married, single, or in a relationship?
- Do you have children or dependents?
- Have you made a Will or LPA before?
This part of the meeting helps us understand your family setup, your goals, and any areas where you might need advice or support.
Step 2: Exploring Your Assets and Wishes
Next, we’ll go through your assets in simple terms, no jargon, no spreadsheets needed. We’ll look at:
- Property ownership (including main home or rental properties)
- Savings, investments, pensions
- Business interests, if relevant
- Personal possessions or sentimental items
We’ll also discuss who you’d like to:
- Inherit your estate
- Be responsible for carrying out your wishes (Executors)
- Act as guardians for your children (if applicable)
- Be appointed as your attorneys (for Lasting Power of Attorney documents)
This is your opportunity to ask questions, explore options, and talk through any concerns you might have.
Step 3: Discussing the Right Estate Planning Tools
Once we have a clear picture of your situation, we will explain what estate planning solutions may suit your needs. This could include:
- A Standard Will
- A Mirror Will for couples
- A Trust-based Will (to protect beneficiaries or assets)
- Lifetime Trust arrangements
- Lasting Powers of Attorney (for health and finances)
- Will storage and regular updates
We will explain the pros and cons of each, along with any costs, so you can make informed decisions without pressure.
Step 4: Confirming Your Instructions
If you feel ready to go ahead, we will take your formal instructions at this stage. We will summarise what we’ve agreed, confirm who will be included in the documents, and talk you through the next steps, including time-frames for draft of you important documents.
You’ll also have the option to review everything in your own time before anything is finalised.
Step 5: After the Appointment
After our meeting, I’ll:
✅ Send you a written summary of what we discussed
✅ Provide drafts of your documents for approval
✅ Answer any follow-up questions you may have
✅ Help arrange a convenient time for signing your documents (this can be done in person or remotely, with witnesses), we can support you with this if required.
We will also offer options for secure Will storage and annual check-ins if you’d like ongoing support.
How Long Does It Take?
Appointments usually take around 90 minutes, depending on the complexity of your estate. For couples or those considering more detailed Trust planning, we may take up to 2 hours to ensure everything is covered properly.
Final Thoughts
Estate planning doesn’t have to be stressful. Our job is to guide you through the process with care, clarity, and professionalism, making sure your wishes are recorded properly and your loved ones are protected.
If you’re ready to start planning or simply want to find out more, we offer a free, no-obligation initial consultation.
Book your appointment today
Call 0151 531 9174 / 07756 990624
Or click here to contact us
Let’s make your estate planning simple, personal, and stress-free.