Will Writing Service

Making a Will with Redwood Financial

People have many questions that they like to ask when embarking on their Estate Planning journey. This section is designed to provide answers to the most common questions we ask about making a Will. However, if you can’t find the answer here we’d loved to hear directly from you!

What Will Writing Services do we provide?

We have a comprehensive range of Will Writing Services available, from our basic Online Will Writing Service for single or mirror Wills to a fully bespoke individual Estate Planning Service that can include Protective Wills, Trusts, Guardianship, Lasting Power of Attorney (LPAs), Inheritance Tax Planning and Long Term Care Fee Planning, designed to give you the peace of mind that your family members and loved ones are protected when you die.

How does our Will Writing Service work?

We always encourage our Clients to start their Estate Planning journey by joining one of our Free Public Information Webinars or Seminars on the topic of Wills, Trusts and Estate Planning. This provides a great level of knowledge for Clients to then make an informed decision about what they want to achieve from their Estate Planning.

Clients will then request to have an Initial Meeting with us. This is a one to one meeting with a professional Adviser to understand your unique and specific Estate Planning Goals and for you to understand the options available to you to protect your Estate.

Clients can then choose to move to a Discovery Meeting. Based on your unique Estate Planning goals, our Adviser will create and share a bespoke Discovery Report. This will detail every aspect of advice tailored and recommended for you, with detailed costs broken down to the last penny including the VAT. You can then choose to ask us to implement all, some or none of the recommendations, only paying for the services you would like us to action.

The final meeting will be an Estate Planning Implementation Meeting. Prior to any final signing of your Wills and other Estate Planning documents, you will receive a draft to approve and if required request amendments to them. A signing Meeting will then be arranged to conclude the Will Writing Service.

We are strong advocates of involving your family members in the process and we will ensure that your chosen Beneficiaries, Trustee’s, Attorney’s, Guardian’s and Executors are involved as much or as little as you want throughout the process.

We know the family situation is different for everyone and our experience has taught us that by involving those who will benefit from or administer on your behalf your Will from early in its creation, there is clarity of understanding for the wishes and decisions you have made, and unity and support to help you achieve them. It also helps to drastically reduce the risk of your Will be contested by a disgruntled family member!

If all you need at this stage of your life is a basic Will or Mirror Wills that details your wishes instructs who should receive what in the event of your death, we can help you with that too. Our Online Will Writing Service is a great to start, or if you’d like a little help through the Will Writing Service process from our Team, we can assist you with that also.

Why should you use us for Will Writing?

With a combined experience of over 40 years in the Will Writing industry, our Advisors are well placed to make sure you receive the very best legal advice and planning.

We are a family-owned and run business and we believe in putting our Clients and their family’s at the heart of everything that we do.

As double Award Winners at the British Wills & Probate Awards 2018, for both Will Writing Firm of the Year (South) and Young Practitioner of the year, we have been subsequently recognised by the Trading Standards Buy With Confidence scheme as a business that has proven can be trusted.

Our renowned Wills, Trusts and Estate Planning Webinars and Seminars provide everyone with an opportunity to understand this topic in a fun and engaging way for free before they ever have to make a decision about their Planning.

Our Clients tell us they love our Fixed Price Policy, which means you will know every cost to the penny before having to make a decision or instruct us to act on your behalf. They also love the fact that we speak in Plain English wherever it is practical to do so, and where it is not, that we explain any jargon used in an easy to understand way.

Our Customer Service is highly prized by our Clients and is the envy of our competitors. Don’t just take our word for it, take a look at what people are saying here, or Google Reviews and at Trading Standards!

On top of all that, our No Quibble Service Satisfaction Guarantee ensures you can have confidence that if you are unhappy with any aspect of the advice or services we have supplied, we’ll give you your money back!

How do I know what Will Writing Service is best for me?

We always encourage our Clients to start their Estate Planning journey by joining one of our Free Public Information Webinars or Seminars on the topic of Wills, Trusts and Estate Planning. This provides a great level of knowledge for Clients to then make an informed decision about what they want to achieve from their Estate Planning.

If you are still unsure what you need, booking an Initial Meeting to discuss your Estate Planning Goals with an expert Adviser is a good next step. And because we charge for these meetings, our priority is giving you the very best legal advice, not trying to sell you services you just need!

If you believe our Online Will writer service is best for you, then don’t worry if you are still a little unsure. The system will ask you a number of qualifier questions to make sure that an Online Will is the most appropriate of our Will Writing Services for you.

You will not be able to complete or pay for our Online Will Writing Services if you do not qualify. You will instead be directed to contact us and we will arrange a complimentary video or phone call with an Adviser who will work with you to understand your Will Writing Goals and agree on a way forward that best protects your loved ones and family members.

Why is a Will important?

For many, writing their Wills can be a very daunting and emotional prospect, filled with legalese, myths and legends. So it is hardly surprising that so many put off doing it in the first place! All they want is to protect their loved ones, family members and beneficiaries from the financial and emotional impacts that their passing can bring to others if they die Intestate (without a Will).

We want to ensure that you have the very best advice when creating your Will and that it delivers the Goals you wanted to achieve. All too often we see poorly drafted Wills, (some by crafted by a solicitor or law firm!), that just fail to adequately protect you and your legacy.

A Will specialist like those employed at Redwood is skilled in the crafting of a professional and legally binding Will, as well as the expertise to provide and implement true Estate Planning advice.

How much does our Will Writing Service cost?

Our Online Will Writing Service starts at just £49 for a single Will or £79 for a Mirror Will.

Wills, Trusts & Estate Planning Webinars and Seminars are FREE.

An Initial Meeting with a professional Adviser to understand your unique Estate Planning Goals is £90.

A Discovery Meeting and the Discovery Report, which provides you with a complete breakdown of the Advisers expert recommendations for your bespoke planning is £193.

Estate Planning Implementation costs are unique to every Client, as the recommendations are bespoke to their needs. Everyone will receive a full breakdown of recommendations and the cost for each as part of the Discover & Discovery Report Meeting. You are in the driving seat and you choose what planning you want to instruct us to put in place, from all of the recommendations, to just some of them, to none of them!

As a guide, Estate Planning Implementation Meeting (Based on a couples Estate Planning) can be between £552 – £9,500 depending on the complexity of Estate Planning required

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Jasmine Lambert - Redwood Financial
Jasmine Lambert
Jasmine was awarded the British Young Practitioner of the Year in 2018. She is a qualified Financial Planner and full member of Society of Will Writers.
Trusted by our clients

Dealing with Jasmine and her firm has been an absolute pleasure. Practical, sensible and kind advice, in sometimes difficult circumstances, with total efficiency and dedication. I would not hesitate to recommend her to anyone else who needs some help with their financial circumstances.

Lucy, Redwood Client

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