Wills and Estate Planning: The Client Journey
Discover, Understand, Design, Execute
The client experience is at the heart of what we do at BLM. We have designed our client journey so that you are able to get the most of our time together.
To find out more, watch our short video below
|Discover:||We get to know you; we take time to get to know as much about you as we can.|
|Understand:||We learn and understand what your priorities are, both now and in the future. We care about building a partnership with you to ensure that your estate plan is as bespoke as your circumstances.|
|Design:||Only after gathering all the information we need and working with you, will we guide you through the estate planning process and help design a bespoke estate plan which protects your key priorities.|
|Execute:||Then we create bespoke documentation that ensures that your priorities are met in the best way. These documents will be stored in our designated storage facility which you can access upon request.|
To start your client journey, please do get in touch with a member of the team.
"James Beresford is “technically excellent and great with clients”"