LIST OF FEES/CHARGES - February 2024

Each client is different. I pride myself on transparency in terms of costs. Please note though that estate planning is not a “one size fits all” process. The cost for estate planning will depend on its complexity and each individual’s situation. I will always agree a price with you before doing any work. All fees are subject to VAT

* all Powers of Attorney attract a further registration fee (each) of £82.00 payable to the Office of the Public Guardian.
So for an individual the 2 Powers of Attorney will have a registration fee of £164 and for a couple £328.

PROCESS

• An initial meeting in person, on-line or on the phone. No charge for this meeting.
• At the meeting we discuss your assets/liabilities/situation and go through what will work best for you.
• We agree the cost for the work I will do for you. We set a time to meet again to sign the documents.
• I invoice for half my fees. Once this is settled, I draft and prepare the documents for you.
• All draft documents are usually with you within 1 week or less by email or post, so long as all information is available.
• You tell me of any required changes/questions.
• We meet to sign the documents or I send them to you for signing with instructions. I usually provide a 2^nd witness for the Will signings.
• Upon signing I will give you the invoice for the 2^nd half of my fees. Any LPA disbursements are payable at this time.
• I register the LPAs with the Office of the Public Guardian. We agree whether you are storing the Wills or I am storing them for you.