Consultation
Inheritance Conversation
A facilitated meeting to align wills, gifts, and pension nominations with how your family actually makes decisions.
From £890 for a focused family session
Who it is for
Parents and adult children who need a calm, structured conversation about estate intentions before solicitor drafting begins.
What is included
- Pre-meeting questionnaire for each adult participant
- Ninety-minute facilitated session (in person or video)
- Summary note listing agreed intentions and open legal questions
- Optional second session if sibling disagreements need a cooler second pass
What is not included
- Drafting of wills, trusts, or lasting powers of attorney
- Valuation of business interests or property surveys
- Mediation for active legal disputes
How we work together
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1
Separate questionnaires
Each adult completes a short form so no one walks into the room blind to another’s assumptions.
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2
Facilitated session
We keep the discussion on gifts, nominations, and care preferences—not investment performance.
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3
Summary for your solicitor
A concise note you can hand to a solicitor so drafting starts from shared language.
Practical details
- Duration
- Two to three weeks including preparation
- Delivery
- Northern Ireland office or UK-wide video
- Preparation
- Current wills (if any), pension nomination forms, and a rough list of major assets
- Fees
- From £890 for up to three participants; larger family groups quoted individually
- Next step
- Enquire and mention who will attend the Inheritance Conversation