Home Visits & Family Meetings

Home Visits — a personal, face-to-face way to get everything right

Many clients prefer to meet in person. A home visit lets you talk through your Will, LPAs, or Trusts in the comfort of your own home. You can ask questions freely, see examples, and take your time without the pressure of forms or travel.

If you prefer not to meet at home, we can arrange a quiet office nearby. For example, I often host meetings at the Market Harborough Building Society head office, and other offices are available across the surrounding counties.

The first visit is free within 30 miles of either our Rugby office (CV23 0UQ) or Welford office (NN6 6HN). Beyond that, visits are charged at £2 per mile from the nearest office. Always agreed in advance.

Some people like the visit as an introductory, fact-finding meeting. Others prefer it at the end so that I can hand-deliver and oversee signing in person. Whichever works best for you. For very local clients, both options are possible.

Press the centre square below for a short video

Family Meetings — clear, calm, and transparent

When several family members are involved, a family meeting can help everyone understand what’s being planned.

For example, I recently met first with a husband and wife to go through their Wills and LPAs. Once they understood their options, they invited their wider family — parents, uncles and aunts — to join a larger meeting. I explained everything around the table so they could decide, without pressure, what they might want in their own Wills.

Afterwards, each person had their own private follow-up appointment to give instructions. It’s open, respectful, and keeps the conversation positive.

Family meetings often work well for:

• Blended families or second marriages
• Parents who want their adult children to understand decisions
• Those supporting elderly relatives or acting as attorneys

It’s about ensuring everyone receives the same information in a calm and professional setting.

Simple as 1-2-3

1 — Quick Chat

A short, friendly conversation to understand what you might need. I’ll outline what’s involved and give you an indicative price before arranging a visit or video call. No forms or commitment — just a clear starting point.

2 — Meeting (Home, Office, or Video)

We review your wishes, examples, and address any questions. You’ll get a clear explanation of your choices, along with a confirmed price and next steps. Meetings can take place at your home, in a local office, or by video call — whatever suits you best.

3 — Sign & Complete

Everything is checked and signed. For local clients, I can hand-deliver documents and guide you through the signing. Others prefer to complete by post or online. Either way, the process is smooth, clear, and well-supported from start to finish.

We’ve designed the process to be clear, stress-free, and easy to remember, just like our phone number 07500 866 123.