We aim to provide our service in the most convenient way possible. Our Free Remote Service is available to All in the UK. Our Face to Face Consultations are available for residents living within easy reach of our office in Southampton, Hampshire.
The Will Writing and Estate Planning advice and services available from Protect & Prosper are delivered in a friendly, sensitive and professional manner.
We like our clients to choose the most convenient way for them to receive advice. This can be over the phone, via video link or in person or a mixture of these methods.
While we are flexible, seeing our clients in person has the advantage of being able to explain any strategies and answer questions with the use of visual aids, where it is safe to do so. This makes it easy for our clients to understand complex strategies and products can sometimes be.
The areas serviced for "in person" consultations include Southampton, Winchester, Portsmouth, Bournemouth and all surrounding Towns and Villages. These are held during normal office hours.
If a Face to Face meeting is preferred, during the current pandemic, all we ask is that we all follow government guidelines to keep each other safe.
This of course involves using hand sanitiser, face coverings and where possible social distancing. Weather permitting, a garden is a good meeting place.
First Stage - Understanding Your Needs and Budget
We refer to our initial meetings as "Discovery Meetings", this is because we understand our clients have many questions about how they can best protect the people and items they value. We use the first meeting to discuss our clients’ needs and to make them aware of the future risks to themselves, their loved ones and the items or assets they value the most.
In this meeting it is common to cover concerns like.
Second Stage - Professional Recommendations
Once we have a good understanding of our clients’ needs and their circumstances, we will make our recommendations and agree any areas that are a priority.
Our recommendations may involve a simple solution with a single product or service, such as a Standard Will or, it could involve complex asset protection strategies involving multiple products and services. This is very much driven by our clients’ needs and budget.
To allow time to consider the options and any recommendations we make we often arrange a second meeting where we strive to answer any questions and give further explanations before taking instructions for any agreed services.
Where our Legal Services are required, your instructions will be handed to experts at Willpack Ltd, a sister company of The Society of Will Writers who we use to correctly draft your legal documents.
When your documents have been drafted, we will send them for checking and ask you to confirm the documents reflect your wishes and are accurate. Your draft documents will be securely shared electronically with you for speed.
Once we have your approval, we will proceed to producing your final documents.
When your documents are ready, we will send your finished documents immediately. We will provide easy to follow instructions on how to sign your documents and have them witnessed. You will be offered assistance, usually by phone or video link..
Once complete, you will be provided with options of where to store your legal documents securely.
Depending on complexity and urgency, the entire process should only take 28 days from the date of your order. Lasting Powers of Attorney involve an application process with The Office of the Public Guardian which can take three to four months on average before your LPA's are registered.
Please call us on 023 8212 5559 if you have any questions regarding this.
Making a Will is probably one of the most important financial decisions you can make.
The decisions you make today before you put pen to paper will determine how well your wishes are carried out and could potentially create a legacy that lasts for generations. It's a decision not to be taken lightly!
Protect & Prospers Free 30 Page Guide to Writing Your Will helps you consider all of the important aspects of writing your Will and planning ahead to protect and control what happens to all the things you have worked hard for throughout your life.
Protect & Prosper
2 Ash Drive, Southampton, SO30 3FA
Protect & Prosper is the trading style of Proprietor, Mr. Anthony B. Hill FISM, CertCII, Aff.SWW. Legal Services are provided in Association Premier Solicitors LLP and Willpack Ltd.
Copyright © 2020 Protect & Prosper - All Rights Reserved.
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