Estate Planning Solutions Opiniões 350

We chose Estate Planning Solutions after attending the meeting at the Cottons Hotel. We are using the services of Paul Dodsworth. Paul has been very helpful when he has visited us. Everything is being done in a very professional manner. We would certainly recommend Estate Planning Solutions.

Estate Planning Solutions was recommended to me by a friend and I contacted the lady I delt with from then on. She had very good social skills and was very good at presenting the will writing package to me. I have only praise for the way she manoeuvre through the sequence of events to the final signing.
I am considering using the same company to set up a trust for my house and also for my daughter to have them on record to handle probate and similar.

Nadine Abrahams,
She was clear and concise and very easy to deal with. Nadine gave us confidence in what we were doing.
John Graham

Everything was explained in detail.

We had a personal recommendation from a friend who had used the services of Paul Dodsworth. From the very first contact Paul was professional, friendly and took time to explain all the options we had in plain English and with no pushy sales waffle. Paul came to us at our convenience and we found the whole experience from start to finish excellent and would highly recommend. Getting organised about such matters is often something you put off - too hard, too complicated etc. but having someone walk you through it meant we finally got it sorted!

Very professional service and Paul explained everything clearly for us to help us make the correct decisions for our needs.

Great professional advice, highly recommended

Fell at the first hurdle, thought someone would call me to explain a little about a power of attorney before setting up a call with my parents who require PoA for, but never received this call. When I asked why this was the case, I was advised the call was just to set up an appointment with my parents, that if I wanted information in the meantime, I should on the government website. This company seems to lack foresight in its customers needs. I say this because i advised them that my father may lack capacity, and may be confused about the appointment, but to mitigate against this i could talk to him first.My question is, why would you tell customers to look on the government website for information about PoA when that's why they have come to you. I feel like you have really missed the point here. What ashame, just relieved I didn't instruct you to deal with this matter.

Heather and the office team guided us through the whole process. Very professional services

Friendly, knowledgeable personnel with excellent supporting documentation. The “Trust Package” purchased was delivered in the manner described well within the time period stated.

Good communication, helpful advise

I have no regrets using Estate Planning Solutions. I appreciated the assistance of my Senior Consultant, Mr Phil Ogden, who from our initial appointment to signing off, was professional, informative, and a delight to work with. I fully trusted my personal matters in his hands.

Seamless process from start to finish. All our needs net.

They made it very easy and explained everything I would always recommend them. They are always there for you.

Professional approach at all times. Plenty of time and information given to us throughout the process. We were kept informed of progress at all stages. We now feel confident our wills are truly set out to achieve all our wishes.

Amazing service from Heather at Estate Planning Solutions. We cannot thank Heather enough for all her help, support and guidance. Nothing is too much trouble for Heather. She is such a warm & caring person, she really does make you feel so relaxed and comfortable when my parents were organising there Wills & Power of attorney, the whole process was completely stress free due to help and support Heather provides.

Heather is so dedicated and provides such an incredible service. We are so grateful our friend recommended Heather to us. We will always be truly grateful for all her help and support.

Review of will held by eps. Reminder that due to be reviewed. And plenty of support to make tweaks and explain options.