‘David Gee Wills and Probate was recommended by our financial advisor. We needed Wills including a Trust, Lasting Powers of Attorney and to transfer our property to Tenancy in Common. The advice was made very clear and easily understood. A very professional service. We would gladly recommend David to others.’
Mr & Mrs E
Northamptonshire
Will Writing
The only way to ensure that your savings and property is passed to the people you wish is to have a professionally drafted Will.
Please take a look at my video to see how my Will Writing service can help you.
You may wish to protect the family home, provide for vulnerable beneficiaries, create trusts for inheritance tax planning, or make a gift to a charity and I can help and advise you on this.
For business owners, a Will is even more essential to ensure assets are passed to the most appropriate beneficiary – which may be other family members or business colleagues – in a tax-efficient manner.
I can either visit you at home or you may prefer a phone or video appointment whichever is more convenient for you.
A Personal Service
The following reflects the personal attention you can expect from my Will Writing service
- Initial consultation with no obligation
I am happy to have an initial meeting to discuss your requirements and see if my services are of benefit. - Where shall we meet
Meetings can be arranged at either your home, business premises or phone and video appointments are available. - Your instructions are taken
Once you are happy to proceed I will take your instructions ready for drafting. - Personally drafted documentation
I will draft your Wills personally to ensure your wishes are correctly recorded. - Draft documentation sent for your approval
An opportunity for you to check through your draft Wills. - Wills issued for signature and witnesses
Once you have approved your drafts the final documentation will be issued for signing. - Safe storage
It is important to ensure your Wills are securely stored and I can offer safe storage if required.
Why Choose David Gee Wills and Probate
Over 30 Years experience advising clients
Having worked in the financial services business for over 30 years my wealth of knowledge will help you decide which is the most beneficial way to proceed with your Wills, Lasting Power of Attorney and Probate.
I am a member of the Society of Will Writers which means all clients have the reassurance that all business is conducted under a strict code of conduct.
Professional and Personal Service
I pride myself on providing a professional and personal service. All documents will be drafted by me personally.
I am supported by a team who are always on hand to take your calls and enquiries.
Our aim is to take you through the process of making a Will, Lasting Power of Attorney or Probate as easy as possible.
Specialist Trust Knowledge
I offer advice on a wide range of solutions from basic to more complicated Wills incorporating trusts to protect your needs.
My experience in Estate and Trust planning enables me to explain this complicated financial subject in an easy to understand way.