Face to face
We firmly believe that the services we provide and the advice that we give should be delivered by meeting our clients face to face and taking time to understand their needs and wishes. The Wills and Lasting Powers of Attorney we draft can be very different from the ones that our clients thought they needed when they called us to make an appointment. Zoom, WhatsApp, Skype and FaceTime mean that we don’t have to be in the same room to be face-to-face!
At our first meeting, we ask you to tell us what you want to happen when you are no longer around to take care of your finances, property and your loved ones. We listen carefully to your priorities and wishes and advise you about any steps you may need to consider in planning your estate. Once we have everything we need, we create your personal documents and send you a draft copy in the format you prefer (by email or by post).
Signing and witnessing
We think that it is really important that our clients understand their Will so that when the time comes there is no need for expensive legal help to explain what it all means. All of our documents are written in plain English using established precedents. We supervise the signing and witnessing of your documents to ensure that all the legal formalities are carefully followed but you can opt-out of a supervised signing meeting if you wish.
If you prefer or require a home visit please let us know as our estate planning consultants are happy to meet you wherever you feel most comfortable. Our head office team provides a home visit service in Stoke on Trent, Leek, Cheadle and the surrounding towns of north Staffordshire. We have trusted partners and associate consultants throughout England and Wales.
Once we have all the information we need, we will give you a firm quote for the work required. Our prices are fixed and published in advance so there can be no nasty surprises or extras. We only ask for your payment once you have signed your Will or Lasting Power of Attorney and are delighted with the work we have done for you.
Our Trusted Partners
Storing your legal documents
Secure, insured, waterproof and fireproof storage
The original legal document, Will or Power of Attorney, is the only legally binding version. The original Will is your only Will and must be kept safely.
Never keep an original Will at home. If you have a fire, flood or burglary, you risk losing your Will. If your Will is damaged in any way, even by a paperclip, then it may be declared invalid.
Carisma Wills can arrange to store your legal documents with National Will Safe – a complete document archive solution that solves all of the problems of protecting important legal documents, for a low annual fee.
Never store your original Will in a safety deposit box – a grant of probate is required to open the box and to obtain a grant your executors need the original Will.
Locating your Will when it’s needed
The Certainty National Will Register is a database of Wills written and the storage location of each document.
The Certainty National Will Register is chosen, endorsed and used by legal professionals, law firms, insurers, government agencies, charities, public sector organisations and the public to register Wills and search for Wills.
Certainty is the longest-established and by far the largest register in the UK. As well as storing your Will safely, registering your Will is an essential part of the Will making process.
If you choose to store your Will with National Will Safe, then its location will be automatically logged on the Certainty National Will Register.
“Will certainly recommend to family and friends.” Mr P Long, Ipstones
“I would highly recommend Carisma Wills Services.” Mrs C Mitchell, Cheadle