A complete estate plan

Fielding Triggs - www.fieldingtriggs.com
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myKeegan329's review of Fielding Triggs - www.fieldingtriggs.com

“A complete estate plan”


written by myKeegan329 on 03/02/2023

We asked Fielding Triggs for a complete Estate Plan for myself and my wife and that is exactly what we got.
The Estate Planning Presenter visited us in our home and we requested a complete plan. He responded with a comprehensive explanation of what it would entail. By the end of the meeting we had discussed Wills, Expressions of Wishes, LPAs and Tenants in Common and we had draft documents for them all. All our questions snd some we had not thought of, had been answered.
Throughout the process any questions we had were answered in a very friendly and professional manner giving us confidence that whatever we agreed to was sensible and appropriate.
There was a lot of discussion and explanation, much of which we would not have considered if it had not been for the advice of the Presenter, this was exactly what we were looking for, helpful guidance. We were happy to make the purchase based on all the information we had been given.
The process was straightforward and we are very pleased and grateful that we now have a plan in place.

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Joadams2022's Comment

Written on: 15/02/2023

Thank you very much for your time taken to write such a positive review. Here at Fielding Triggs our mission is to ensure that our clients receive the best possible service in meeting their needs and to ensure that they understand exactly what they are putting in place, free of confusion, ambiguity and doubt. The Presenter who assisted you will be delighted to read the review. If we can be of further service please do not hesitate to contact us.

Estate Planning Co-Ordinator - Fielding Triggs

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