About Us

More about Morecambe Bay Wills

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.

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

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

Full members of the Society of Will Writers

All our Estate Planning consultants have attained the Society of Wil Writers Estate Planning qualification.

As full members, we are fully insured (£2m liability), comply with their Code of Practice, and annually enhance our training.

Our founder, Nicola, is a Fellow of the Society and a member of their Professional Standards Board.

You can find out more about the Society of Will Writers here.

We are also corporate members of the Best Foundation.

Best Foundation is a new membership organisation for forward thinking estate planners. It also has a Code of Conduct we must adhere to, and offers a fabulous Client Guarantee

You can find out more about the fantastic services they provide on their website.

Awards

Proud to be recognised at the British Wills & Probate Awards, the “Oscars” of the Estate Planning industry, for the last 5 years!

Community and Charity

Donations from fees

We donate 5% of every Will / Power of Attorney invoice to 5 amazing local charities (details below) that do so much for our community!

So far, we have donated over £50,000 for charities that do so much for our community!

Spreading Awareness

In addition, we give up our time freely to spread awareness with visits to local businesses, community groups and charities to talk to their staff and members.

Let us know if you’d like us to come and talk to your team / members / users

Our Community Fund

We share our profits too!

The “Morecambe Bay Wills Community Fund” supports small local organisations making a difference in their communities. Grants totalled £7,500 in 2025 and are being doubled to give £15,000 in 2026.

Click HERE to nominate all year round

Morecambe Bay Wills supports Positive Futures

Positive Futures is a mental health and mental illness charity for the people of Lancaster and its surrounding areas, A friendly and experienced team supports people with a range of mental health needs.

You can contact Positive Futures on 01524 587223 or visit their website.

5% of all our invoices from North Wales Wills is donated directly to Disability Skiing Cymru, based in Llandudno. A small not-for-profit volunteer led organisation helping those with disabilities enjoy something completely new.

You can contact the organisation at [email protected]‍ or visit their website.

Unique Kidz and Co is a place to play, have fun, make friends and be unique. Founded in 2009, the charity was set up by two mums, Denise and Jane, who were unable to find suitable childcare for their own disabled children.

You can contact UniqueKidz on 01524 831132 or visit their website.

Morecambe Bay Wills are friends of Morecambe FC Community Foundation

Morecambe FC Community Foundation operates a range of innovative projects, schemes and initiatives supporting education, health, social inclusion and sports participation. A true community organisation!

You can contact MFC Community Foundation on 01524 412125 or visit their website.

Morecambe Bay Pulmonary Fibrosis Support Group helps patients, and their families, navigate this life limiting condition and live well with it. Meeting regularly in Cumbria and Lancashire, the group provides a safe space to share experiences and receive information and support.

You can contact them at [email protected]