Reducing Risk: Our Approach to Securing Your Future

At The Legacy Wills Company, we believe that making informed decisions about your estate planning shouldn’t be a leap of faith. It should be a well-informed, thoughtful process that puts your needs and objectives at the forefront.

That’s why, before we ever ask you to invest in our services, we invest in you by providing the knowledge, facts, education, guidance, and answers you need to make the best decisions for your future.

Our commitment to risk reduction begins with understanding your unique situation and goals. We take the time to review your circumstances thoroughly, keeping up-to-date with changes in tax and legislation that could impact your estate planning.

Through our ongoing Continual Practise Development (CPD), we ensure that we are always equipped to provide you with the most relevant and effective advice.

We understand that every decision involves some level of risk. That’s why we go the extra mile to educate ourselves and our clients, ensuring that any course of action you choose is right and appropriate for you.

We believe in transparency and clarity, so you can trust that the recommendations and approaches we suggest are fully explained and tailored to your needs.

Our commitment to reducing risk extends beyond just providing advice. We also offer ongoing reviews of your estate planning to ensure that it remains up-to-date and aligned with your goals.

If, despite our best efforts, our services fail to protect your assets as intended, we will refund any fees incurred, provided you have informed us of any changes in your circumstances.

Your peace of mind is our priority. By working closely with you to understand your current and future needs, we can help you navigate potential obstacles and protect your assets for generations to come.

Our goal is to minimise your risk and maximise your peace of mind, so you can focus on enjoying the fruits of your labour without worrying about the future. Book a discovery call and prepare for tomorrow by taking the right steps today.

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Client Testimonial

“Having seen John of Legacy Wills present at a property event, it was clear he had both the breadth of knowledge and experience and also the ability to make a very dry subject both understandable and engaging. That’s a tough call when talking about Wills, Trusts and death. John produced Wills and POA’s for myself and my wife in a timely, effective and reasonable manner. I have subsequently recommended him to numerous colleagues and friends to cut out the jargon and challenges surrounding this critical protection, which is too often deferred or neglected.”

Dan Norman