Sarah Metcalfe
Estate Planning Practitioner
Direct Dial: 01276 733080
sarah.metcalfe@pjawills.co.uk
Society of Will Writers Membership Number: ME84090809/24
Sarah Metcalfe of Pattison James Associates has a wealth of knowledge and experience in Will writing & Estate Planning and always puts her client's best interests at the centre of everything.
Sarah is very personable and friendly. During our call to update my Will, she took the time to explain things clearly and was always happy to answer my questions in detail. She is responsive via text and email/follow up messages, keeping me informed of the next stages. Would definitely recommend…
This iz Justina
Great Service Sarah Metcalfe was great, made the process as simple and clear as it could be. Happy to explain all info and answer my questions. Can be a difficult subject, but she made it easy and sometimes with humour, great to have peace of mind.
Angela Harvey
Pattison James Associates
Will Writers & Estate Planners covering England & Wales
35,914
Wills Written
12
Years in Business
227
New Clients
last month
87
Existing Client Wills
last month
£2.5M
PI Insurance
12
Years' Membership
The cost of making a Will is far cheaper than the ultimate cost of not making a Will!
You can enjoy our Professional Will Writing Service at an affordable price
£85 for a single Will
£145 for mirror Wills (Wills for couples - only £72.50 per Will)
During your Will writing appointment, Sarah will:
- Explain how a Will works
- Understand what assets you own
- Advise you on where you stand in relation to Inheritance Tax
- Discuss guardianship if you have children under 18
- Get a detailed understanding of your wishes and then advise on the most appropriate way to achieve these, highlighting any shortfalls where applicable
- Complete your Will instructions ready for drafting
- Explain the signing process
You may know how you would like your Will to be structured and who will perform the various roles such as Executors, Guardians and everyone's favourite - Beneficiaries! Or you might not have a clue!
Either way, you will see that we are experts in explaining the various elements and roles within a Will that are pertinent to you, taking into account all the relevant laws & taxation that apply for your particular circumstance without explaining all the laws etc that just don't apply to you.
The upshot will be that at the end of your appointment, we will have all of the information we need to begin drafting your Will, ready for signing.
Generally, our clients know all the answers to the questions we ask during their appointment but occasionally there are one or two outstanding items such as the address of an executor for example which you can forward on to your consultant after the meeting.
Your Will writing appointment would typically last around an hour though we don't like to rush our clients and so we always allow 2 hours in case you have lots of questions that you would like answered.
If you don't have a valid Will that represents your wishes and you are over 18, there is really no reason to delay making a Will any longer - just click through to our online booking system now to schedule your appointment and purchase your service and then leave the rest to us.
How to make a Will with Sarah of Pattison James Associates:
Book your Will writing appointment with Sarah
Book your Will writing appointment online now or if you prefer, call either Sarah on 01276 733080 or our Head Office on 01276 903400 and we will do this for you.
Say goodbye to that "I must get a Will" feeling and book your appointment in now.