Honest pricing. Straight answers.

Most services are completed within a few weeks, depending on what’s required and how quickly documents are reviewed and approved.

Not usually — I’ll guide you on anything helpful to have, but the first conversation is simply about understanding your situation and priorities.

Yes, I regularly work with advisers and accountants to ensure your planning is joined-up and aligned with your wider financial picture.

I provide estate planning services across the North West of England, with in-person appointments available locally. I’m based in Crosby and also work with clients remotely where appropriate.

No — the initial consultation is free and without obligation, giving you space to decide what’s right for you.

Costs depend on the service you need, but pricing is always explained clearly upfront so there are no surprises.

Yes. In England & Wales, marriage or entering a civil partnership usually cancels any existing will, unless it was written specifically in anticipation of that marriage. It’s one of the most common reasons to review your will.

Divorce doesn’t cancel your will, but your former spouse is treated as though they had died — so any gifts to them, or their appointment as executor, will usually fail. A review is strongly recommended.

Your will must be signed in front of two independent adult witnesses, both present at the same time. Beneficiaries — and their spouses or civil partners — shouldn’t act as witnesses. I’ll guide you through signing correctly.

It’s sensible to look at your will every few years, and always after a major life event such as marriage, divorce, a new child, moving home or a change in your business.

Yes. Your completed will can be stored securely, ensuring it’s safe, accessible and properly recorded.

Not everyone does. A trust can be valuable where you want to protect property, provide for children or vulnerable family members, or control how and when assets are used. I’ll help you decide if a trust is right for your situation.

Trustees should be people you trust to act responsibly and follow your wishes. I provide practical guidance to help trustees understand their responsibilities and carry out their role with confidence.

Many trusts must be registered with HMRC’s Trust Registration Service. I’ll make sure your trust is written and registered correctly.

A Property & Financial Affairs LPA can be used once registered, with your permission. A Health & Welfare LPA can only be used if you lack the mental capacity to make a decision yourself.

Yes. An LPA must be registered with the Office of the Public Guardian before it can be used. I manage the registration on your behalf.

If you lose capacity without one, your family may need to apply to the Court of Protection to become your deputy — usually a slower and more costly process.