Wills and Estate Planning that actually protects your family, your home and your future plans.
Based in Walton-on-Thames, Prime Wills & Estate Planning helps individuals and families across Surrey put clear, legally valid plans in place for their future. We provide Wills, Lasting Powers of Attorney and family estate planning, with meetings available in person or remotely.
You don’t need to prepare anything
Most clients start with questions, not answers. The first meeting is simply a conversation where we explain your options clearly and guide you through the decisions.
Who we typically help
We work with many people who feel they have left this on the list for too long and simply want to get things organised properly.
You do not need to know what type of Will you need before speaking to us. The initial meeting is designed to guide you through the options clearly.
have children and want to appoint guardians
are unmarried or cohabiting
want children to inherit later than the age of 18
are worried about inheritance tax or care fees
have bought a home and want it protected
are in a second relationship or blended family
want to make things easier for family after a death
What happens after you book
1. Initial meeting
We talk through your situation and explain your options in plain English.
4. Signing appointment
We guide you through signing correctly so your documents are legally valid.
2. Written guidance
You receive a clear summary and supporting guidance so you can review everything in your own time.
3. Drafting
We prepare your documents and make any adjustments you would like.
5. Ongoing support
We remain available to review and update your planning as circumstances change.
There is no obligation to proceed after the initial meeting.
When a standard Will may not be enough
A basic Will works well for many people. However, some situations need additional planning to avoid unintended outcomes.
You own a property and want your share to pass to children rather than a future partner
You have children from a previous relationship
You are concerned about remarriage risks
You are concerned about future care costs
You are unmarried
You want children to inherit later than age 18
You want to help reduce inheritance tax
In these situations, we may recommend a trust within your Will. We will explain this clearly before any decision is made.
Example
A common situation is a couple who own a home and have children. If everything passes outright to the surviving partner, those assets can unintentionally pass elsewhere in the future. A trust can allow the surviving partner to remain secure in the property while ensuring the children ultimately inherit.
Ready to get this organised?
Booking a meeting simply starts a conversation. There is no obligation to proceed.
