Home Visits & Family Meetings

Home Visits — a personal, face-to-face way to talk things through properly

Last verified: April 2026 (England & Wales)

Some clients prefer to talk things through properly in person, in a familiar setting, rather than try to work everything out from a form or a checklist.

Home visits and family meetings offer a calmer, more practical way to discuss Wills, Lasting Powers of Attorney, trust planning, or a review of existing documents. The aim is to make the next step clear and straightforward.

The short video below gives you a quick feel for how home visits and family meetings work in practice.

Why people choose this option

Clients often choose this route because it feels easier, more personal, and more practical.

It can work especially well where:
• you would prefer to meet at home
• travel is awkward or inconvenient
• you want family members to hear the same explanation together
• you have existing paperwork that would be easier to review in person
• you simply want a clearer starting point before deciding what to do next

Family meetings can also be helpful where several people are involved and it would be useful for everyone to hear the same general explanation at the same time.

Meeting options

Meetings can usually be arranged:
• at home
• by video call
• in a quiet local office where suitable

We can work out the best format during the initial call.

Travel and distance

For meetings a little further away, there may be a modest travel charge. If so, this is always discussed and agreed in advance before anything is booked.

Next steps

The best starting point is usually a short call.

That helps us understand what you need, whether a home visit or family meeting would be useful, and what the sensible next step looks like.