You wouldn’t do your weekly shop without knowing how much you were paying for the things you were buying, would you? Or book your holiday without knowing the cost until you were on the flight home?
In the same way, when someone asks us to deal with the estate of someone who has died we tell them in advance and in writing what it will cost for us to deal with everything for them.
Not all firms of solicitors take this approach (although an increasing number do) but a certain chain of nationwide undertakers make a point of telling their customers that they are the only people anywhere who will deal with an estate on a fixed price basis, which quite simply is wrong. A lot of people fall for it though, and end up, after they have been sweet-talked into signing up with the undertakers, having to deal with call centres many miles away. Not the best way of having to sort things out at an emotional and difficult time for the family.
At Poole Townsend we have a team of experienced solicitors who are specially trained to deal with estates. We offer a free first appointment without obligation so that we can work out what needs to be done. Sometimes this can be nothing at all, but at least we tell you instead of signing you up to something that you don’t need. We can often reduce your stress and anxiety just by explaining the procedures in simple terms and pointing you in the right direction to sort things out yourself.
We work from offices all around the Furness area so are never too far away and we will come to see you at home if you have difficulty getting to us. You will be dealing with one person who knows and understands your particular case, not just some random person at the end of a phone line – if you can ever get through to them, that is. We know and understand how difficult it can be dealing with call centres and having to start from scratch each time you get through to a person after selecting the options from a pre-recorded voice. After all, no one likes that, do they?
As part of the process, we will also go through what the change in circumstances will mean for you in terms of your own planning. If you have inherited a large amount of money, you need to know what that means to you. Will it affect your tax status? Can you protect it (and your own assets) for the future? Can you give some of it away?
Book your free appointment with us here to speak to a member of our expert team.