BSD
BSDBarrett-Smith & Doulton
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No obligation. We come to you.

Simple, Step-by-Step Process

How It Works

Getting your estate plan in place is simpler than you think. We guide you through every step with patience, clarity, and personal attention.

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Book Your Free Consultation

Contact us by phone, email, or through our website. We will arrange a convenient time for your consultation — no obligation, no pressure. This initial conversation helps us understand your needs and recommend the right services.

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We Visit You at Home

One of our experienced estate planners will visit you in the comfort of your own home — or we can connect by video call if you prefer. We take the time to understand your family, your assets, and your wishes, explaining everything in plain English.

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We Prepare Your Documents

After your consultation, we prepare your documents with meticulous care and attention to detail. Whether it is a Will, LPA, Trust, or Life Pack, everything is drafted to the highest professional standards.

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Review, Sign & Peace of Mind

We arrange a follow-up meeting to review everything with you. Once you are completely happy, we guide you through the signing process and ensure all your documents are properly executed and securely stored.

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What to Expect at Your Consultation

Your free consultation is a chance to talk through your situation with an experienced estate planner. There is no pressure and no obligation. Here is what you can expect:

  • ✓A relaxed, friendly conversation in the comfort of your own home
  • ✓A full explanation of your options with no legal jargon
  • ✓Clear, transparent pricing with no hidden fees
  • ✓No obligation and absolutely no pressure to proceed
  • ✓Plenty of time for any questions you may have
  • ✓A written summary of our recommendations for you to consider
Consultation meeting between estate planner and client

Frequently Asked Questions

Common questions about our process and what to expect.

A typical consultation lasts around 60 to 90 minutes. We never rush — we take as long as you need to discuss your circumstances and answer all your questions.
There is no formal preparation needed. However, it can be helpful to have a rough idea of your assets (property, savings, pensions) and to think about who you would like to benefit from your estate. We will guide you through everything during the meeting.
We provide transparent, fair pricing with no hidden fees. You will receive a clear quote during your consultation, before any work begins. There is absolutely no obligation, and our initial consultation is completely free.
Most estate plans are completed within two to four weeks from your initial consultation. Simple Wills can often be ready sooner, while more complex arrangements involving Trusts may take a little longer. We keep you informed at every stage.
Absolutely. In fact, we encourage couples to attend the consultation together. Many of our services, such as Mirror Wills and joint LPAs, are designed for couples and are more cost-effective when arranged together.

Have a question that is not answered here? Get in touch and we will be happy to help.

Ready to Get Started?

Book your free, no-obligation consultation today. We will visit you at home or connect by video call at a time that suits you.

Book Free Consultation023 8202 1538