Rod was recommended to us by the Nature Foundation, an organisation we already support and trust.
We were very lucky in that the recommendation came just as we were planning to update our current wills. The company who did our previous wills offered a fixed quote for what we considered to be three minor changes.
Rod quoted a similar figure, but it was for completely new Wills, Powers of Attorney, and Advanced Care Directives for each of us. That quote did include discounts for being members of Nature Foundation as well as having them as one of our beneficiaries. Since we already met those criteria, no further outlay was needed to receive the discount.
This is our fifth Will. We are confident that it is by far the most complete and the easiest to understand of any of our previous attempts.
Rod patiently explained each proposed change, the reasons behind it, and the implication for our executors. His priority was that what we wanted to occur was translated into the legal wording needed to ensure that this would happen.
Rod made what can be difficult and frustrating into something that, while not simple, was much easier than we had feared. In fact, the major problem we had during the whole process was getting the proper wording from the charities that we wanted to be beneficiaries.
Even Rod can’t help that! Obviously we thought each of the previous Wills were accurate at the time they were written. Under Rod’s professional guidance, we were shown various gaps and possible interpretations that would have meant that there could have been legal obstacles in carrying out our wishes.
With Rod’s expertise in dealing with estate issues, we are now assured that all is how we intended. Rod is professional, patient, and determined that what he is suggesting is completely understood.
He not only answered all of our questions (and there were many), but also reassured us that any further questions were welcome, and would be answered at no further charge. In addition, he allows us to make changes within a year with no additional fees.
Again, his priority is that his work is correct. Rod was also consistently punctual for every meeting we had, whether it was a phone call, Zoom meeting, or the one face to face meeting needed to witness signatures. This curtesy was appreciated and is worthy of mention.
It took less than a fortnight from our first introductory phone call to the signing of our completed Wills. Most of that time was spent researching the charities’ required wording. Without that, the whole process would have been completed in only a few days.
We have no hesitation in recommending Rod to anyone who wants an efficient, professional, knowledgable, and patient solicitor to help in writing these important documents.
