How we work

At SLS Wills and More, we want you to feel confident and supported throughout the process. Here’s what working with us typically looks like:

What happens when you want to go ahead?

Here is what we do:

1. Free Will Review or Consultation
We begin with a free 30-minute meeting to understand your circumstances, goals, and concerns. During this session, we explain our advice, outline costs, and give you time to ask questions so you can make an informed decision.

2. Instruction Meeting
If you choose to go ahead, we take detailed instructions. This usually takes around an hour, during which we guide you through the legal process in plain English and record the information needed to draft your documents.

3. Drafting and Explanation
Your documents are carefully drafted to reflect your instructions and tailored to your situation. We don’t rely on templates – everything is bespoke. We then explain the contents to you clearly, ensuring you fully understand and have the opportunity to ask questions.

4. Finalising and Signing
Once you approve your drafts, the final versions are prepared. We provide full guidance on the signing process, as this is essential for validity. Where possible, we attend the signing (attestation) to ensure everything is carried out correctly.

Our Team

Our Expert Team

Tracy Jemmett

Admin Assistant

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Get in touch with Tracy

Lisa Aldridge

Estate Planning Consultant

Book in with Lisa

Jessica Oliver

Administration Support

Get in touch with Jess

Getting ready

Preparing for your appointment

Preparing for Your Appointment

To make the process smooth, please have the following ready:

Valid ID (we are required to verify your identity).

Any previous Wills.

A list of your assets, liabilities, life assurance, and pensions, noting whether they are held in sole or joint names.

Details of any mortgage or a redemption statement if applicable.

GOT A QUESTION?

What happens when you want to go ahead?

Things to Think About

When preparing your Will or other estate planning documents, we will discuss:

Who you would like to appoint as executors.

Guardians for minor children.

Provision for pets.

Gifts made in recent years (excluding birthday and Christmas presents).

Any funeral wishes you may have.

Specific gifts or charitable legacies you’d like to include.

What happens when you want to go ahead?

Estate planning review:

Our service goes beyond writing a Will. We carry out a full estate planning review which may include:

Reviewing any existing Will.

Considering your Inheritance Tax position and possible reliefs.

Exploring ways to reduce tax liabilities.

Supporting funeral planning arrangements.

Identifying if you would benefit from a Lasting Power of Attorney.

Explaining how Advance Medical Directives work.

Advising on secure storage of your Will and other documents.

These meetings are designed to help you protect, preserve, and pass on your assets to the right people at the right time.

TESTIMONIALS

What others are saying about us...

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We provide clear, professional advice on Wills, Lasting Powers of Attorney, Trusts, Probate, and Estate Planning.
Our goal is to give you peace of mind, knowing your wishes and loved ones are protected.