The School /Workplace Surgery
The workplace estate planning surgery offers the following benefits:
- An opportunity for any member of your team to have their existing will reviewed for
free. The review will check 30+ aspects of the will to ensure that it is legal,
up-to-date, and error free. The subsequent report will highlight any shortcomings,
and any areas where the Will is likely to incur fees in the future. The applicant
is under no obligation to use our services to correct any shortcomings identified.
- To ask us any questions about estate planning related topics. Commonly people want
to know about long-term care fee planning, trusts, and Probate problems. But they
can ask any question on any topic.
- The surgery gives someone who is contemplating making their Will the opportunity
to ‘see before they buy’. Another words, they can talk to us in the comfort of the
staff room without making any commitment to use our services. If they are happy with
what they see then they can book an appointment with us.
- For the school / employer these free surgeries provide an opportunity to provide
a quality benefit to your staff - at no direct cost to the employer.
Our free fact sheet explains more about this service, and how easy it is to arrange.
To download your free copy please click the button below.
If you wish to book the surgery now, without obligation, please fill in the box to
the left and we will call you shortly to answer any questions that you may have,
and fix a mutually convenient time for the surgery.