Local, independent specialists
Local, independent specialists with personal experience of dealing with the challenges that come with planning for and dealing with estates.
Cost effective and efficient
We offer a cost effective, efficient and personal alternative to solicitors so are able to keep our prices low but we have the qualifications and expertise to assist you in all the services we offer.
Certified
We are members of the Society of Will Writers and Estate Planning Practitioners, and comply fully with their Code of Practice. This Code has been drafted in consultation with Age Concern, LACORS and the Citizens Advice Bureau.
Industry Standard Professionals
As members we meet minimum professional standards, are fully insured, undertake continuous professional development and have legal back up if the need arises.
Credentials and Community
We are full members of, and regulated by, the Society of Will Writers. We must be fully insured, comply with their Code of Practice, and annually enhance our training.
Our founder, Nicola, is also a member of their Professional Standards Board.
You can find out more about the Society of Will Writers here.
Collaboration
We collaborate with a number of local companies that, like us, are passionate about looking after their customers. If you need personal financial or mortgage advice, or are looking for support for your business, we can highly recommend them.
We work closely with The Consult Centre in Morecambe, who provide coaching, mentoring and personal development for small to medium business owners and their teams, as well as social media build, content writing, design and management, and also web design, room hire and PR.
You can contact them on 01524 418225 or visit their website.
Nicola volunteers at The Growing Club CIC, which is a grass roots social enterprise which offers funded, and subsidised, employment and enterprise skills training courses for women.
Designing and delivering female friendly programmes for women who are unwaged and looking for their what next, and those who want to start, or grow their business or organisation.
You can contact Jane Binnion, the Growing Club founder, on 07521 314926 or visit their website.
