A focused guide for this stage
People who want to organise their facts, compare proposals properly and use paid professional time more effectively.
Prepare for professional advice · England & Wales
Before You See a Solicitor
A practical preparation workbook for anyone considering a will, LPA, trust or wider estate-planning service.
- Quote-comparison worksheets
- Questions to test trust proposals
- Meeting scripts and a one-page brief
£1922-page PDF
Join the launch list Prepare with more clarity
Arrive prepared, ask sharper questions and reduce the risk of paying for work or products you do not understand.
Look inside
Two sample pages from the workbook.
Full contents
- Family, dependant and objective mapping
- Privacy-conscious estate snapshot
- Property-ownership check
- Will-complexity traffic light
- DIY, checked and specialist-help guide
- Professional fee-comparison worksheets
- Trust and sales-claim questions
- Ready-made phone, email and meeting scripts
- One-page professional meeting brief
Edition 2026.3
What is not included?
- A will, trust deed or LPA
- A recommendation to use a particular structure
- Personal legal, tax or financial advice
Does this replace a solicitor?
No. It helps you prepare for professional advice and understand what you are paying for.
Is it useful if I have not chosen a solicitor?
Yes. The worksheets are designed to be completed before requesting or comparing quotes.
Will it tell me which trust to buy?
No. It helps you test whether a proposed trust solves a real problem and what further advice is needed.
Be told when it’s ready
Get an email when this guide is available. No payment today.
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