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We are extremely proud of the work we do, especially the confidence and peace of mind our clients gain after working with us. The following case studies will give you a feel for what we do and how we do it, for clients with more complex estate planning requirements:

Providing Complete Solutions To Property Investors

Providing complete solutions to property investors

6 April 2023

An extremely important project for a couple of property investors who were in a very precarious situation if anything should have happened to either of them.

Will Provision For Husband And Wife Business Owners

Will provision for husband and wife business owners

20 March 2023

The intricacies of balancing your family and business when preparing your Will – and the pitfalls of getting it wrong.

Mandy Aldridge

Rachael was recommended to help one of my clients complete their will… Rachael made the whole thing so easy – asking clear and straightforward questions during a telephone conversation to inform her recommendations, using jargon-free language to ensure that everything was easy to understand, and being extremely patient and easy to deal with… They were delighted with the service they received.

Mandy Aldridge
Stephen Urlich

My wife and I had Heir Tight Wills prepare our Wills and legal Powers of Attorney through the recommendation of a friend and have to say we couldn’t have been more delighted with Rachael’s expertise and knowledge of their creation along with the associated estate planning which was quite complex. We would thoroughly recommend Heir Tight Wills and Estate Planning Limited to anyone wanting to get their Wills prepared by a real professional!

Stephen Urlich
Peter Arnold

The contingency planning that is built into Rachael’s Wills and Powers of Attorney that she prepares for you are excellent. … The tax treatments, flexibility and candid explanations of your options put you in a strong position to make the correct informed judgements about this vital aspect of managing the estate and wealth you have worked hard to accumulate … my entire family thank her for her professional advice and competence.

Peter Arnold
Simon Rycroft

Rachael is a first rate Will Writer & Advisor. I was initially referred to her back in 2014 by our financial advisor. Subsequently Rachael has undertaken reviews and rewrites of all our documentation. She is straightforward, easy to deal with and the finished articles are sound. It takes a real weight off your mind to have all this legal stuff taken care of.

Simon Rycroft
Danny Lucas

Impressive in all areas. Proactive, friendly, thorough, knowledgeable, prompt and extremely professional.

Never knew such a service existed in this space.

Rachael has taken things to a whole new level and set a new benchmark of what customer service is. It has been both inspirational and very reassuring working with her.

Danny Lucas - Lucas Group
Janin and Diane Da Gama Campos

We decided to appoint Rachael to advise on and prepare our Wills, Lasting Powers of Attorney and Expression of Wishes Letters after discussions with various solicitors, including large local solicitor firms.

We found Rachael to be the most up to date on Wills and inheritance matters, which made us confident that we were getting a Will which was fit for purpose. We would have no hesitation in recommending her services to friends, members of our family and others, and in fact would put her at the top of our list for inheritance matters.

Janin and Diane Da Gama Campos