service levels
We offer clear, fixed-fee estate planning services designed to suit a wide range of needs. From straightforward arrangements to more complex estates, our service levels allow you to choose the right balance of support, guidance and ongoing care.
Contact us for more information on our Service Levels, see the cost breakdown on our Price List, or carry on reading below.
Choosing Your Service Level
Whichever service level you choose, our focus is the same: clear advice, careful recording of your wishes, and the reassurance that your documents are properly prepared and signed.
We offer a Basic service for straightforward arrangements, a Standard service providing balanced, in-person guidance for most clients, and a Premium service with enhanced support for more complex estates or those wanting priority access and ongoing advice.
Further details on each service level are set out below. Full pricing information can be found in our price list here.
Standard Service
A balanced level of support, chosen by many clients. Prices start from £445 for singles and £645 for couples – see the price list here.
Our Standard service is suitable for a wide range of circumstances and is designed to provide reassurance at every stage. It combines personal guidance with professional checks and ongoing review, ensuring your arrangements are properly recorded and kept up to date.
What is Included
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Personal appointment: A home visit, or telephone or video call, with an experienced adviser to guide you and record your wishes.
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Professional document checks: All Wills and LPAs are professionally checked after signing to ensure they have been completed correctly.
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Draft revisions: Multiple draft revisions are included to allow for changes and refinements, subject to a fair usage policy.
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Printed and digital documents: High-quality printed documents are provided, along with secure digital copies for your records.
Additional Benefits
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Supervised signing with appropriate witnesses
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National Wills Register registration
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Five-yearly reviews to keep your arrangements up to date
Premium Service
Enhanced support for complex or higher-value estates. Prices start from £595 for singles and £895 for couples – see the price list here.
Our Premium service is designed for larger or more complex estates, or for clients who want priority handling and ongoing access to advice. It includes all the benefits of our Standard service, with additional features for greater reassurance and flexibility.
What is Included
- Multiple appointments: Home visits, or telephone or video calls, with a senior adviser.
- Priority handling: Checks, signings and registrations are prioritised throughout the process.
- Extended draft revisions: A higher number of revisions to accommodate more detailed instructions.
- Enhanced document presentation: Superior printed documents, plus secure digital copies.
Additional benefits
- Three-yearly reviews
- One year of helpline access (extensions available)
- One year of secure storage (extensions available)
- Basic Wills for up to two beneficiaries
- Minor changes included during your support period
Basic Service
Essential support for straightforward estates. Prices start from £335 for singles and £485 for couples – see the price list here.
Our Basic service is a lower-cost option for simple estates with clear wishes, providing a lighter level of professional support focused on the essentials.
What is Included
- Telephone appointment with an adviser
- Will checks only to ensure correct signing (LPAs not included)
- Limited draft revisions for minor changes
- Secure digital documents (printed copies optional)
Important Limitations
Our Standard or Premium service is required if your circumstances involve:
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Inheritance tax exposure
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Blended families, disinheritance or potential conflict
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Business or agricultural property
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Complex wishes or vulnerable beneficiaries
Our Basic service is not available for Probate Trusts or Tax Planning Reports.
Which Service Is Right for Me?
Choosing the right service level ensures you receive appropriate advice and support for your circumstances. If your estate is likely to change, involves complexity, or you want ongoing reassurance, a higher service level may be more suitable.
Our advisers will always explain which service level is appropriate and why, before you proceed. For a full breakdown of costs and what is included, please refer to our price list, or contact us to discuss your options in more detail.
