Pattison James Associates Ltd
Pattison James Associates Ltd are based in Camberley, Surrey and provide a Will Writing & Estate Planning service to our clients throughout England & Wales. We aim to quickly understand your circumstances and children's requirements along with what assets you have and who should receive your assets on death. From there will advise you on the correct estate plan for your circumstances and wishes and draft your Will and any associated documents accordingly. Many firms attempt to do this over the phone and then decide if it is worth sending a consultant out to see you. Whilst this approach is understandable, certainly from a commercial aspect, it doesn't resonate with our principles and culture. It is not often you will sit down and make arrangements for your Will, the financial security of your family, who should receive your assets and under what terms. With this in mind we take the time to come out and see each and every one of our clients, explaining how a Will works on death and how to ensure, as best as possible, that your assets can be distributed at death in accordance with your wishes and that your family have the financial security that you desire for them. Put simply, to complete this process properly and to do you any justice, this process needs to be carried out face to face. Anything less will, without doubt, leave shortfalls that can prevent your wishes being upheld on death. If you don't have a Will that meets your requirements or, if you have concerns that your current Will and overall estate plan is less than 100% suited to your needs, then Pattison James Associates will be able to resolve your situation to a point that once your new Will and estate plan has been signed you can sit back with the peace of mind you crave, knowing your Will and estate plan are exactly as you wish.
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Peter Harrison
Estate Planning Practitioner · Other
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Gary Lewis
Estate Planning Practitioner · Other
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Kirsten Wright
Estate Planning Consultant · Legal
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- 2estate planning practitioner
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- 1estate planning consultant
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