Making Will writing easier for you.

Gilson Gray’s Private Client team are combining smart technology with outstanding advice and customer service, to make will writing a better experience for our clients.

We recently launched a new online Will Questionnaire which allows you to provide your instructions from the comfort of your own home. The Will Questionnaire should take approximately 10 minutes for you to complete.

Once you have completed the questionnaire, our team will contact you to discuss your instructions and provide you with a quote. Our team can arrange a virtual appointment, by telephone or video-telephone, to discuss your instructions in greater detail.

However, if you would prefer a traditional face-to-face meeting our team would be delighted to welcome you to one of our offices . We are here to guide you through every stage of the process and provide expert advice and assistance.

We know that you want to be able to access information securely and easily. We have placed an emphasis on modernising the service that we provide, based upon customer feedback. For example, you can view your completed will using your mobile or tablet device through our secure application known as “ShareFile”. This allows you to access your important documents at a time that suits you.

We will store your principal will in our firm’s strongroom and we do not charge a monthly or annual fee for holding it on your behalf.

You can complete the process without visiting the office at a time that is convenient for you.

We understand that you never just need a lawyer. Our private client team work closely with our in-house financial advisers and other teams across our business (such as property and family law). This allows to you ensure that all of your personal affairs can be catered for. We work together to ensure that your estate planning and your long term financial plan (such as pensions and investments) are fit for purpose.

Will writing is just one of the services that our private client team offers. We work closely with our commercial team to ensure that our clients’ personal affairs and business affairs dovetail. We help our clients plan for the future, preserve wealth within the family and ensure that our clients’ affairs are administered in a tax efficient manner.

Contact

Please contact Joe Davies jdavies@gilsongray.co.uk or 0131 285 7846 from our Private Client Team for any more details.

The information and opinions contained in this blog are for information only. They are not intended to constitute advice and should not be relied upon or considered as a replacement for advice. Before acting on any of the information contained in this blog, please seek specific advice from Gilson Gray.