I give advice on Estate Planning, which involves the use of Wills, Trusts, Lasting Power of Attorneys and Funeral Plans.
When I visit clients and listen to their concerns, it may mean that my advice would include all, or most of the products above.
Sometimes the total cost of an estate plan is beyond my clients’ immediate budget, which means they either accept part of the Estate Plan and complete at a later date, or defer completely, thus leaving their estate vulnerable.
Depending on the client, I have sometimes allowed them to pay the costs over a period of time, which ensures they have the estate plan in place for themselves and their family – however, the payment plan has always been on a “Gentleman’s agreement”.
After watching an episode of Judge Rinder’s Court and listening to you every week, pointing out the dangers of not having a legally enforceable agreement, I thought the time had come to discuss this matter with you.
You listened attentively to my concerns and knew exactly what agreement I needed to protect my business in the event of a client defaulting on payments.
Within one week of our meeting, you had drafted the legally binding document and sent a copy by email for my consideration. After a couple of tweaks, I was armed with an enforceable agreement, which is easy to complete and easy to understand for both my clients and I.
By having this enforceable agreement, you have ensured my business is trading safely and has given me peace of mind. I am sure that if I have to go before Judge Rinder, he would find your agreement faultless!
BEB are very caring, professional, and knowledgeable and I have no hesitation in recommending your services.