Pattison James Associates are a leading Will Writing and Estate Planning business and are proud members of the Society of Will Writers - a leading industry body that consumers are recommended to use when having their Will written.

Jamie Shannon and Nicole Pattison started the business from their home in 2013 providing our Will writing and estate planning service by way of home-visit appointment throughout South East England, with the sole mission of reducing the number of people dying without a Will.

Will purchases increased tenfold and additional advisers were brought in along the way, each being put through our internal training program to ensure that all our clients continue to receive the same quality advice and expectations required by Pattison James Associates.

Various advertising campaigns would quite literally see us sell in excess of 600 Wills in a 3 week period which for a small firm, meant at times, we found ourselves struggling to meet demand with clients sometimes having to wait days for consultants to simply find the time to call them to book in their Will writing appointment.

To solve this, we developed our own state of the art appointment booking system that enabled clients to simply book their appointment online at their convenience, and overnight, the delays in booking the initial appointment were resolved and the business continued to flourish.

We have a number of introducers who advertise our services and one day in 2017, a lady in East Anglia purchased our Will writing service from an introducer of ours but this was outside of our home-visit catchment area at the time so we regretfully had to cancel her purchase and the introducing company provided a full refund. But with our mission statement in mind (to get valid Wills in place for as many people as possible) we set about considering how best to expand our coverage to all areas within England & Wales (the reason this didn't include Scotland is simply that Will-writing laws in Scotland are different to those in England & Wales).

We found our answer in 2019 and after completing a lengthy due diligence process, in January 2020 we purchased 100% shareholding in a national Will writing company, taking it under our wing which enabled us to expand our coverage to all areas of England & Wales.

With the onset of COVID-19 in March 2020, we were forced to provide all Will writing appointments remotely via the telephone which turned out to be much more convenient for both our clients and our consultants.

Today, with our head office in Camberley Town centre (Surrey), all documents are drafted internally and our team of qualified professionals covering England & Wales we are well placed to continue our campaign to put a significant dent in the number of people in England & Wales dying without a Will.

Why Use Us?

  • All our consultants are members of the Society of Will Writers
  • We explain the process in plain English (see our reviews as a testament to this)
  • Full range of estate planning solutions which meet and surpass industry standards
  • Competitively priced with pricing publicly displayed (unlike many of our competitors)
  • Fully comprehensive professional service with no hidden extras
  • Professional indemnity insurance to £2.5M
  • National coverage throughout England & Wales
  • Appointments available to book online at your convenience
  • Appointments available via telephone and are subject to availability
  • Our client promise (as below)

Our Client Promise

Pattison James Associates Ltd believe that there is no one-size-fits-all and that everybody is different.
We will always put your interests first, we will...

  • Always try to be helpful, clear, easy to deal with, courteous and prompt.
  • Get to know you and your aims. Before any recommendations, your Adviser will carry out a thorough fact find to ensure that any advice provided and solutions proposed are tailored to your needs and goals.
  • Do everything possible to ensure that all our clients receive high-quality estate planning advice, and where suited, recommend the most appropriate solutions to meet their specific needs.
  • Explain all charges and fees.
  • Protect your data and only use it to provide our services and those of our sister companies. We do not share or sell any client data with any other company or third party without your prior consent.

The ultimate goal is to fully understand your current circumstances, your ultimate wishes and then recommend the most appropriate way to achieve those wishes, taking into account any risks that could prevent your wishes being fulfilled.

Click here to check our availability online and get started today!

Date here Special Offer
20% Off for the first 50 Bookings!

Voucher codes used: 20 out of 50

Hurry, only 30 Vouchers Remaining!

£68 for a Single Will instead of £85
£116 for Mirror Wills instead of £145

Voucher Code: JUBILEE20
Book Now

Special Offer Terms & Conditions
This offer is available to new and existing customers. Maximum of 50 bookings and so be quick to secure your discounted offer price!