Business Details
31 Years
experience
Expert Legal Services in Northampton
Established in 1995, The Will Company was founded by Stephen Oliver, a former Financial Adviser, and Tracey Perkins, a legal professional, to address the need for professional Will-writing services tailored to financial advisers and their clients. With over 25 years of experience, we specialise in drafting Wills, Estate Protection Trusts, Powers of Attorney, and Lifetime Trusts, ensuring timely delivery within 5 working days. Our team includes STEP-qualified experts, and we operate under the regulatory oversight of the Society of Will Writers, offering indemnity cover up to 2.5 million per claim.Trusted by over 800 adviser firms, including accountants and solicitors, we prioritise precision, client education, and seamless integration into professional workflows. Our services extend to legal support such as property transfers, deeds of variation, and document storage, backed by comprehensive training and 24/7 client support. We remain committed to maintaining the highest standards of expertise, authoritativeness, and trustworthiness in estate planning.
Services
Basic Wills
Estate Protection Trusts
Powers of Attorney
Lifetime Trusts
Legal Services
Document Storage
Training Courses
Severance of Tenancy
Advance Directives
Details
- Year established: 1995
Highlights and features
- 25 years of experience serving financial advisers and clients
- STEP-qualified Will drafters and legal experts
- Indemnity cover up to 2.5 million per claim
- Guaranteed Will drafting within 5 working days
- Trusted by over 800 adviser firms nationwide
Associations and certifications
- Society of Will Writers
What people say
Professional friendly team
Excellent training courses
Great back-up support
Accessible on the phone
Trust in the end product
Services
Basic Wills
Wills drafted without Trust creation instructions, ensuring clarity and legal compliance. Designed for straightforward estate planning needs, this service guarantees completion within 5 working days. Ideal for clients seeking efficient, no-frills documentation.
Estate Protection Trusts
Trusts established within Wills to safeguard assets for future generations. These Trusts assist in long-term planning, offering tax efficiency and controlled distribution post-death. Expertly tailored to meet specific client requirements.
Powers of Attorney
Documentation enabling clients to appoint attorneys for financial or welfare decisions if mental capacity is lost. Includes Lasting Powers of Attorney, ensuring legal authority and peace of mind for future contingencies.
Lifetime Trusts
Trusts designed to ringfence assets during the client's lifetime, ensuring controlled management and distribution. Used for succession planning, protecting property, life assurance, and pension funds from future claims.
Legal Services
Comprehensive legal assistance including property transfers, deeds of variation, and registration. Collaborating with solicitors to address complex estate planning needs, ensuring compliance with current legislation and client-specific solutions.
People
Stephen Oliver
Co-Director
Co-founder and STEP-certified expert in Trusts and Estates. Leads training for financial advisers and authored a guide on estate planning. Former Financial Adviser with 20+ years in Will writing.
Tracey Perkins
Co-Director
Principal Will drafter with a STEP Advanced Certificate in Will Preparation (Distinction). Specialises in Trusts and ensures meticulous document accuracy. Co-founder with 25+ years in estate planning.
Zo Oliver
Operations Manager
Manages Store Safe, Powers of Attorney, and Severance Notices. Holds a Zoology degree and ensures efficient client service. Daughter of the founders, bringing a personal touch to operations.
Louise Chamberlain
Personal Assistant
Coordinates client appointments and membership services. Ensures smooth administrative operations. Passionate about running and animal welfare, providing reliable client support.
Deanna Lear
Office Administrator
Handles document production and client files with precision. Qualified nail technician and husky owner, balancing organisational skills with creative hobbies outside work.
Questions
What services does The Will Company Company offer?
We provide Wills, Trusts, Powers of Attorney, Legal Services, and Document Storage tailored to financial advisers and their clients.
How quickly are Wills drafted?
Basic Wills are guaranteed within 5 working days, with express options available for urgent needs.
Are your team members qualified?
Yes, our directors hold STEP qualifications, and we adhere to the Society of Will Writers' standards.
Do you serve individual clients directly?
While we primarily work with advisers, we also accept direct clients through our instruction taker process.
What areas do you cover?
We operate nationwide across the UK, supporting clients and advisers in all regions.
Is there support for stored Wills?
Yes, stored Wills receive unlimited free rewrites and secure document management services.
