• gw@willsandtrusts.co.uk

Will Writing, Trusts, LPA and Probate services provided across Wiltshire and Gloucestershire with home visits on request

Malmesbury
01666 744002

Swindon
01793 939793

Chippenham
01249 599249

Cirencester
01285 414285

Gloucester
01452 905452

Cheltenham
01242 379242

The Goodwills Approach

The Goodwills approach helps save you time and Money.

By having a centralised legal team and consultants based around the country, Goodwills can save you time, money and effort without sacrificing quality or regulatory protection.

CONTACT US

Our Approach

The Initial Consultation

Our initial consultation will help us to understand your requirements and circumstances. This can be held at our offices or in your home if you are in our covarage area. We will complete a structured questionairre so we are capturing the correct information. Once completed we will discuss with you where any risk lie and what needs to be done to ensure your assets and loved ones are looked after correctly.

We will also provide a fixed price quotation for the price of the wrok. This will not change unless what you ask us to do changes. This payment is paid to Goodwills Wilts and Glos. Part of this is retained by us for providing the advice and support, and the remainder is paid to Goodwills Legal Services Ltd as a cost for producing the legal documents.

Completing Forms

If you wish for us to proceed with our recommendations, we complete any forms as required, and we will request payment by cheque, cash, card or bank transfer. We will also require identification too. All paperwork is then forwarded to the legal team at Goodwills Legal Services Ltd head office. They will then send you an engagement letter outlining what we have discussed, and prepare all legal documentation as required.

Checking Legal Documents

Draft copies will then be sent to you for checking. This gives you a second chance to check the spelling of names, addresses and all choices you have made. Once you have told us the documentation is correct then documents will be sent to us for signing.

Signing and Storing / Processing

A second meeting will be arranged for us to explain the legal documents to you. You can then sign these, and we will act as a Witness where required. You may need another witness depending on what documents are being signed.

You will either retain the documents, or they will be returned to Goodwills head office for processing or storing as required.

Urgent Wills?

If your documents need producing urgently, then we can potentially speed up the process should their be an urgent need to do so. Please contact us for further information.