Make a Will & Protect Your Loved Ones...

Statistics indicate that around 70% of Britons do not have a Will. This is bad news for their families and good news for the Treasury.

Do you have yours? Decide for yourself, before someone else does, call us today and we can arrange to make a fully legal Will today in the comfort of your own home with one of our Consultants and in just one hour you can have peace of mind.

The different ways local Team can assist you:

We have a specialist team of Will consultants in Swansea who provide a wide range of estate planning services in the comfort and convenience of your own home.

Our Will Process

All our consultants go through an in depth course which ensures they are able to guide customers through the important process of creating their last Will and testament.

After the home visit our consultants transfer your instructions in a safe and secure manner to our professional Will drafters, who have over 20 years experience in the Will industry. From this point on you will receive a draft copy of your Will to check, before the real document is printed, bound and posted to your home address.

Most of our customers request that their Wills are stored securely in our purpose built storage facility, as this ensures that the Will cannot be lost, damaged or tampered with at any time before death.

Additional areas available include:

• Free awareness sessions for parent groups, local businesses and organisations to raise the profile and importance of having a professional will in place.
• Tailored local Charity services, where we can arrange for legacy options for your charity or agree income streams from Will’s to help support your charity.
• Working with Independent Financial Advisors and Mortgage Brokers, we can help to ensure all your customers are given an opportunity to protect their estate’s through a Will.

Corporate Services.

For local businesses and SME’s we are happy to give free advice to your employees on your premises, this is often perceived as an employee benefit, but without the need to expend any money.

We find that our services can help to cement employee loyalty, whilst providing a vital service to them and their families. Please call us to ask for details on these or any other bespoke services that we are happy to provide.