Safeguard

Who we are

Pattison James Associates is a trusted team of experienced Will writers and estate planning specialists based in Camberley, Surrey. Established in 2006, we have been proudly serving individuals and families throughout England & Wales, offering personalized guidance and support to create robust and comprehensive estate plans.

Our mission

Our mission is to empower individuals to make informed decisions concerning their assets and ensure their wishes are respected when the time comes. With a focus on open communication and clear explanations, we guide you through the process of creating a tailored estate plan that meets your unique needs and aspirations.

1. Wills

• Creation of legally valid wills that reflect your wishes for the distribution of your assets after your passing.
• Personalized guidance on testamentary provisions, power of attorney, and inheritance planning.
• Review and updating of existing wills to ensure their continued efficacy.

2. Children's Provisions

• Ensuring the well-being of your children in the event of your passing.
• Establishing guardianship arrangements, trusts, and financial planning options to safeguard their future.

3. Property Trusts

• Implementing trusts to manage real estate, financial assets, and other investments.
• Optimizing tax efficiency and ensuring efficient distribution to beneficiaries.

4. Lasting Power of Attorney

• Designating trusted individuals to make financial and healthcare decisions on your behalf in the event of incapacity.
• Ensuring your wishes are respected and your well-being is protected.

5. Funerals

• Guidance on planning your funeral arrangements and expressing your preferences.
• Collaborating with you to create a meaningful and personalized ceremony.

Why choose Pattison James Associates?

• Experienced professionals: Our team has extensive knowledge and expertise in all aspects of estate planning.
• Personalized approach: We take the time to understand your individual circumstances, goals, and concerns.
• Accessible service: We offer home consultations throughout England & Wales for your convenience.
• Competitive pricing: Our services are affordably priced, with transparent fees and clear payment plans available.