Will Writing and Estate Planning

At From Acorns Estate Planning, we understand that planning for your family’s future requires a professional and personal approach. We specialise in will writing and estate planning that protects your legacy and provides peace of mind for the next generation.

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Will Writing and Estate Planning

Our experienced team is dedicated to delivering tailored solutions that ensure your wishes are clearly documented and your family’s future is secure. We guide you every step of the way with clarity, compassion, and professionalism.


Email us to get started

How does the process work?

Step 1: Request an Invitation

To ensure the security of your data, access to our app is by invitation only. To request an invitation:

    Step 2: Complete Your Fact Find

    Once you have access, the first step is to fill in the fact find with your:

    ✔ Personal details

    ✔ Family information

    ✔ Asset details

    This information is kept private and is only seen by us. It helps us understand your asset structure and any potential inheritance tax liabilities.

    Step 3: Book a Consultation Call 

    After submitting your fact find, we’ll arrange a call via Zoom or phone to:

    📌 Review your details

    📌 Discuss your estate planning goals

    📌 Answer any questions you may have

    This step ensures all information is accurate and allows us to tailor your plan to your specific needs.

    Step 4: Receive Your Recommendation Report

    Next, we’ll create a detailed recommendation report with interactive animations explaining various planning structures.
    You’ll be able to:

    🔹 Explore both basic and advanced estate planning strategies

    🔹 Learn about products that may be essential to your plan

    🔹 Gain a clear understanding of your options before making any decisions

    Step 5: Choose Your Next Steps

    Once you’ve reviewed your report, you can decide which recommendations to proceed with. You have full control—you can:

    ✅ Proceed with all recommendations

    ✅ Select only the options that suit your needs

    We’re here to guide you and ensure you have the best planning in place.

    Step 6: Confirm & Start the Process

    Together, we’ll confirm your chosen products and structures. The processing time depends on your selections:

    • Some plans take 2–3 weeks
    • Others may take 6–8 weeks

    If feasible, we’ll meet with you personally to finalize and sign the necessary documents, ensuring a smooth and supportive experience.

    Ready to protect your Assets?

    Email Now

    Why work with From Acorns Estate Planning?

    Specialist in Wills & Trusts

    We are ideally placed to help you arrange your Will, full Estate Planning Solution, and protect your assets for the next generation and beyond.

    Dedicated point of contact

    With From Acorns you have a dedicated point of contact who will manage your Estate Planning from start to finish saving you time. 

    Work at you own pace

    Our lives are busier than ever. We have made it easy to complete your Wills and Estate planning from the comfort of your own home. We are always available to meet virtually to discuss your needs and our recommendations. This gives you peace of mind that your wishes are being carried out. 
    All content has been deemed to be correct as of the date of going to press.  We have made great efforts to ensure accuracy but accept no responsibility for errors or omissions. The guidance contained within this website is targeted at consumers in the UK only.

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