The Next Steps

1One of our advisors will contact you according to your preference (phone/video/home visit)

2We’ll listen to your needs and understand how we can help. We can give you advice and explain everything clearly so you can confidently decide what you’d like to do

3You’ll then receive a welcome pack with a copy of how you’d like us to proceed

4Our legal team will then start to create your legal documents

5We’ll send you a draft document, so you can change anything you’d like to

6Once you’re happy the final document will be created

7Store your legal documents with us

8Then you can relax, knowing everything is in place