Business Details
13 Years
experience
Professional Will Writing & Estate Planning Services
Pattison James Associates are a leading Will Writing and Estate Planning business established in 2013. With over 12 years of combined experience, our team of qualified professionals provides tailored estate planning solutions across England & Wales. We specialise in guiding clients through the creation of Wills, Trusts, Lasting Power of Attorney, and Probate services, ensuring legal compliance and clarity. Our mission is to reduce the number of people dying without a Will by offering accessible, transparent, and competitively priced services. We pride ourselves on explaining complex processes in plain English, as evidenced by our client reviews. Our state-of-the-art online booking system allows clients to schedule appointments at their convenience, while our 2.5M PI insurance underscores our commitment to professionalism.We serve clients remotely via telephone, ensuring convenience and safety, particularly during periods like the COVID-19 pandemic. Our client promise focuses on putting your interests first, providing high-quality advice, and protecting your data. With 35,914 Wills written to date, we continue to expand our national coverage while maintaining rigorous internal training standards for all consultants.
Services
Wills
Trusts
Lasting Power of Attorney
Probate
Estate Administration
Document Storage
Financial Services
Details
- Year established: 2013
Highlights and features
- 12 years of experience in estate planning with 35,914 Wills written
- Transparent pricing with no hidden extras
- Fully comprehensive service with 2.5M professional indemnity insurance
- Client reviews highlight clear explanations and professional service
- National coverage across England & Wales with remote appointments
Associations and certifications
- Society of Will Writers
What people say
Professional and thorough
Clear explanations
Stress-free process
Knowledgeable consultants
Excellent value
Services
Wills
Our Will writing service ensures your wishes are legally documented. We guide clients through asset distribution, executor appointments, and inheritance tax considerations. Clients receive clear explanations of legal terms and processes, with options for mirror or complex trust-based Wills. Appointments are conducted via telephone for convenience.
Trusts
We create bespoke Trusts to protect assets from risks like inheritance tax, remarriage, or care costs. Trusts are integrated with Wills to ensure beneficiaries receive intended inheritances. Our consultants explain trust structures and their benefits for specific circumstances like disability provisions or property protection.
Lasting Power of Attorney
We draft Property & Financial Affairs and Health & Welfare LPAs. Documents are registered with the Office of the Public Guardian for 82. Our service includes guidance on appointing attorneys and understanding decision-making responsibilities during incapacity.
Probate
Fixed-fee probate support handles estate administration, tax filings, and asset distribution. Our panel solicitors manage Letters of Administration or executor duties, charging based on work required rather than estate value, with fees paid from the estate.
Document Storage
Professional storage safeguards original Wills and documents in bank vaults. Includes unlimited updates for life, digital registration with the National Will Register, and controlled access for executors to prevent loss or damage.
People
Jamie Shannon
Director
Co-founder with over 12 years' experience in estate planning. Developed the company's online booking system to improve client access to Will writing services.
Gary Lewis
Estate Planning Consultant
Specialises in trusts and inheritance tax planning. Praised for clear explanations and no sales pressure, with expertise in maximising inheritances for families.
Kirsten Wright
Estate Planning Consultant
Recognised for professional service and thorough guidance. Assists clients with Wills, LPAs, and document reviews, ensuring clarity and legal compliance.
Nicky Harrison
Estate Planning Consultant
Provides straightforward advice on Wills and estate administration. Known for empathy and detailed explanations of complex legal requirements during client consultations.
Peter Harrison
Estate Planning Consultant
Offers expert guidance on mirror Wills and estate updates. Clients highlight his patience and ability to simplify legal processes for stress-free planning.
Questions
Why do I need a Will?
A Will ensures your assets are distributed according to your wishes, appoints guardians for children, and minimises inheritance tax liabilities.
What areas do you cover?
We provide services nationwide across England and Wales via telephone appointments.
How much does a Will cost?
Single Wills start at £68 and mirror Wills at £116, with discounts available for online bookings.
Can you update existing Wills?
Yes, we offer free updates to existing Wills as part of our storage service.
Are your consultants qualified?
All consultants are members of the Society of Will Writers with specialist training in estate planning.
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