Why Your Choice of Will Advisor Matters
Think back to the last time you asked someone to prepare a will for you. Was the process something like this?
- They asked what you wanted included.
- You told them.
- They produced a document that matched your instructions.
If so, that wasn’t a professionally prepared will.
At Complete Estate Protection, we believe creating a will should be a guided, professional experience—designed to protect your loved ones and give you true peace of mind.
Here’s what you should expect from a properly qualified and regulated specialist:
- A consultation with an experienced advisor who is backed by the right professional qualifications and indemnity protection.
- A thorough discussion about your family and financial circumstances, not just your immediate wishes.
- Clear explanations of the options available to you, including the pros, cons, and any potential tax implications.
- Honest advice—steering you away from unnecessary complexity or unsuitable choices.
- Time to reflect on your decisions without pressure to act immediately.
- Reassurance that sometimes the simplest solution really is the best.
- Confidential meetings without beneficiaries present to ensure your best interests come first.
- A carefully drafted will, with clear guidance so you understand exactly what each clause means.
- Support at the signing stage to ensure everything is completed correctly and legally binding.
Your will is one of the most important documents you’ll ever make. While you may not see the benefits yourself, it plays a vital role in protecting and providing for the people who matter most to you.
If your previous experience felt more like the first scenario, now is the time to choose a professional who truly has your best interests at heart.
At Complete Estate Protection, we help families all across the North East make sure their wills are watertight, valid, and ready when needed.
Contact us today to start your journey toward securing your legacy.
