Estate and Trust Planning in Norfolk.

Our estate and trust planning services are delivered by our experienced team of consultants who are all fully trained and always up to date with the many changes happening in the estate and trust planning world. We are members of the Society of Will Writers. We really know what we’re talking about!

You can feel secure in the knowledge that whatever advice we recommend is, if needed, backed by a product which best suits your needs, sourced from the whole market.

Our sister company, Face to Face Finance offers independent financial advice which often fits hand in hand with the estate planning process. So we can look after all your affairs under one roof.









Our approach

Our structured approach to estate and trust planning helps you understand exactly what’s happening at every step. We allow plenty of time for you to make the important decisions involved.

Our meetings usually take place in the comfort of your own home – we’re happy to come to you. But if you’d prefer to meet elsewhere, just name your place! Alternatively, you are welcome to come to our friendly office in Norwich.

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    Initial appointment

    We start with a detailed and confidential interview to understand your current circumstances so we can establish how we can help.

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    We’ll go away and prepare drafts of any documentation, based on the discussions we’ve had.

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    We’ll send the drafts to you to check over. We can then discuss and make any changes until you’re 100% satisfied with the content.

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    We will return with the original documents for you to sign, or can post them out for you to sign and return. You can then either keep the documents, or we can arrange for safe storage.