The Will Company was founded in 1995 by Stephen Oliver and Tracey Perkins, two professionals passionate about simplifying estate planning for financial advisors and their clients. Driven by a desire to streamline the process of creating legally sound and accessible wills, they envisioned a service aligned with the busy schedules of financial professionals.
Over two decades later, The Will Company has become the trusted partner for over 800 financial advisors, accountants, and solicitors. We understand the unique needs of financial professionals and their clients, offering a seamless and efficient will writing experience.
Our Expertise
We offer a comprehensive range of services covering all aspects of estate planning. Our services include:
Basic Wills: Providing clear and concise documents to ensure your wishes are clearly documented.
Estate Protection Trusts: Protecting assets and ensuring their distribution according to your wishes.
Powers of Attorney: Empowering trusted individuals to handle financial and personal matters in case of incapacity.
Advance Directives: Expressing your wishes regarding medical treatment in the event of incapacity.
Lifetime Trusts: Creating legal structures to manage and distribute assets during your lifetime.
Legal Services: Collaborating with experienced lawyers to address specific legal needs.
Our Core Beliefs
- Client-Focused: We prioritize understanding your unique needs and delivering personalized solutions.
- Accessibility: Streamlined processes and online resources make estate planning convenient and stress-free.
- Transparency: Clear communication and open access to information are vital for building trust.
- Expertise: Our team comprises qualified professionals with extensive experience in estate planning.
Why Choose The Will Company?
- Fast and Efficient: Receive your will drafted within 5 working days, with express options available.
- Unlimited Rewrites: Peace of mind knowing that your documents can be easily updated and amended as needed.
- Comprehensive Support: Receive personalized training, ongoing guidance, and access to dedicated support.
- Financial Professional Expertise: Benefit from the insights and experience of seasoned financial professionals.
Excellent Service and High Standards
The reviewers have expressed their utmost satisfaction with the services provided by the Will company and Wealth and Tax Management. The level of service is described as being of the highest standards, with the team being approachable and providing a high-class service in a timely manner.
Ethics and Ethos
The reviewers have praised the ethics and ethos of the companies, stating that they are second to none. This suggests that the companies operate with a strong moral compass and a commitment to excellence.
Recommendations
Both reviewers would highly recommend the companies to others, with one reviewer stating that they wouldn't hesitate to do so.
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