If you are thinking about making a Will or a Lasting Power of Attorney but are not sure where to start, a free Will consultation is a good first step. At A.D.E. Wills, every client begins with a free, no-obligation initial chat. It gives you the chance to tell us what you need, ask questions, and find out how the process works before you commit to anything.
What is the free Will consultation?
The free initial chat is an informal chat with Edward, a Full Member of the Society of Will Writers. It takes place online or over the phone. There is no charge and no obligation to go ahead.
During the conversation, we will:
- listen to what you want to achieve and what has prompted you to act now
- explain the general rules that may apply to your situation
- suggest which service would suit you, such as an In-Person Will, an Online Will or an LPA
- tell you the fixed fee before you decide anything
- answer any questions about how the process works
Initial guidance is part of the conversation. However, the detailed work of taking your instructions happens later, at your Will or LPA appointment.
Who is it for?
The free initial chat suits anyone who wants a Will or LPA prepared for them. For example, you might be making a Will for the first time, updating an old one after a change in your family, or thinking about who could help you if you lose capacity in the future.
We do not review Wills written by you or another provider, and we do not offer advice sessions for people writing their own Will. Instead, if your existing Will needs to change, we can prepare a new one for you.
What to have ready
You do not need to prepare anything for your free initial chat. Still, it helps to have a rough idea of:
- your family, including any children, stepchildren or dependants
- what you own, such as your home, savings, pensions and life insurance, and roughly what they are worth
- how you own your home, if you own it with someone else
- who you might want to inherit, and who you might trust as executors or attorneys
- any existing Will or LPA
If you are unsure about any of this, that is fine. We can talk it through together.
What happens next?
If you decide to go ahead, we book your appointment. You can choose an In-Person Will, at your home or our Oxford office, or an Online Will by video appointment, with phone as a backup.
- Your appointment. First, we take your full instructions and explain the choices you need to make.
- Your draft. Next, we send your draft Will with a personalised booklet explaining it clause by clause. Unlimited draft changes are included.
- Your printed Will. Finally, once you approve the draft, we post your printed Will with a step-by-step Signing Guide.
We send our invoice with your draft, and payment is due within 14 days. If you are making an LPA, the process is similar, and we can also register it with the Office of the Public Guardian for you.
Inheritance Tax and financial questions
We can explain the general Inheritance Tax rules, such as the nil-rate band and the residence nil-rate band. However, we do not give tax or financial advice. Where you need it, we can refer you to an appropriate professional. GOV.UK also has a clear guide to Inheritance Tax.
Our fees
All our services are fixed fee, and no VAT is charged. You can see the prices on our Wills Pricing and LPAs Pricing pages.
Book your free initial chat
To arrange your free initial chat, call us on 01865 507174 or email info@adewills.co.uk. You can also get in touch through our Contact page.
