Business Details
31 Years
experience
Professional Will Writing Services in Northampton
Established in 1995, The Will Company specialises in providing professional Will-writing services tailored for Financial Advisers, Accountants, and Solicitors. Our founders, Stephen Oliver and Tracey Perkins, identified a gap in the market for a reliable, efficient service that integrates seamlessly into client meetings. With over 25 years of experience, we guarantee Wills drafted within 5 working days and offer unlimited free rewrites for stored Wills.Our team includes STEP-qualified professionals, ensuring expertise in estate planning, Trusts, and legal documentation. We are authorised by the Society of Will Writers and provide indemnity cover up to 2.5 million, reflecting our commitment to quality and client protection. Our services extend to Powers of Attorney, Lifetime Trusts, and legal support, serving over 800 adviser firms nationwide.
Services
Basic Wills
Estate Protection Trusts
Powers of Attorney
Lifetime Trusts
Legal Services
Details
- Year established: 1995
Highlights and features
- 25 years of experience serving Financial Advisers and legal professionals
- STEP-qualified Will drafters with advanced certifications
- Indemnity cover up to 2.5 million per claim
- Guaranteed Will drafting within 5 working days
- Comprehensive training and support for advisers
Associations and certifications
- Society of Will Writers
- STEP (Society of Trust and Estate Practitioners)
What people say
Professional friendly team
Excellent training courses
Sound advice accessible
Peace of mind in process
Trust in end product
Services
Basic Wills
Basic Wills are straightforward documents outlining asset distribution post-death. Ideal for clients without complex Trust requirements. Our service ensures clarity and legal compliance, providing peace of mind for straightforward estates.
Estate Protection Trusts
Estate Protection Trusts safeguard assets for future generations. Designed to ringfence property, investments, or funds, these Trusts assist in tax planning and ensure long-term protection of wealth for beneficiaries.
Powers of Attorney
Powers of Attorney allow appointed attorneys to manage financial or welfare decisions if you lose capacity. We draft Lasting Powers of Attorney, ensuring legal validity and alignment with your wishes.
Lifetime Trusts
Lifetime Trusts protect assets during your lifetime. Used for succession planning, these Trusts secure property, pensions, or life assurance funds, ensuring controlled distribution to beneficiaries as specified.
Legal Services
Our legal services include Transfer of Equity, Deeds of Variation, and property registration. Partnering with solicitors, we handle complex legal requirements, ensuring compliance and seamless execution for estate planning.
People
Stephen Oliver
Co-Director
Co-Director and STEP-certified expert in Trusts and Estates. Leads training for financial advisers and authored a guide on estate planning. Former Financial Adviser with 20+ years in Will writing.
Tracey Perkins
Co-Director
Co-Director and principal Will drafter. Holds STEP Advanced Certificate in Will Preparation with Distinction. Specialises in Trusts and ensures precision in estate planning documentation.
Zo Oliver
Operations Manager
Manages Store Safe, Powers of Attorney, and Severance of Tenancy. Graduated in Zoology and ensures efficient client service. Enjoys equestrian activities in her free time.
Louise Chamberlain
Personal Assistant
Manages client appointments and membership services. Coordinates behind-the-scenes operations. Marathon runner and animal lover with a focus on client support.
Deanna Lear
Office Administrator
Handles document production and client file management. Qualified nail technician with a passion for organisation. Enthusiastic about spending time with her husky, Kylo.
Questions
What services does The Will Company Company offer?
We provide Wills, Estate Protection Trusts, Powers of Attorney, Lifetime Trusts, and legal services like Deeds of Variation for financial and legal professionals.
How quickly are Wills drafted?
Basic Wills are guaranteed within 5 working days. Express options are available for urgent requirements.
Are your services regulated?
Yes, we are authorised by the Society of Will Writers and hold STEP certifications, ensuring compliance with industry standards.
Do you support financial advisers?
We offer training, marketing support, and document storage tailored for Financial Advisers and their clients.
What indemnity cover do you provide?
Our indemnity cover protects up to £2.5 million per claim, offering security for clients' estate planning needs.
Can I store my Will with you?
Yes, stored Wills qualify for unlimited free rewrites and secure document management as part of our service.
