At Kendal Wills we specialise in dealing with other professionals such as Accountants and Independent Financial Advisers.
“I have introduced Paul to clients who have required advice on wills and probate.
My clients have always found Paul to be very straight forward, as he explains the various options to them clearly”
J.T. Independent Financial Adviser, Kendal.
We offer a high level of service and feedback in such cases and can visit clients in their homes up to 50 miles from Kendal. If you have more distant clients, we would still be pleased to assist and can recommend a Will writer local to your client who will also be an Institute of Professional Willwriters member.
We can conduct evening appointments at a time to suit your client rather than just a time to suit us.
Kendal Wills do not appoint ourselves as executors on the Wills, so there are no nasty surprises for the executors and family, as regards excessive charges for probate work, and your clients are free to “shop around” when choosing a firm to administer the estate.
We are also pleased to talk to local charities who may want to encourage legacy giving.