Updating a Will with clear, practical advice and home visits

"Mike Cattermole was extremely helpful in explaining what options were available that would work best for my circumstances. The meetings were very useful to talk through my needs and have advice presented in a friendly and common sense way. I also really appreciated the fact that Mike was willing to come to my home – this was extremely convenient for me and added to that sense of being looked after."

Background

Christine contacted Jacksons to update her Will and wanted reassurance that her wishes were properly understood and clearly reflected. It was important to her that the advice was practical, straightforward and tailored to her own circumstances.

Approach

From the outset, Christine found the process easy to follow. The options available to her were explained clearly and in plain language, allowing her to make decisions with confidence. She felt comfortable asking questions throughout and appreciated being kept informed as matters progressed, with queries answered promptly.

Meeting in person was also an important part of the experience for Christine. Home visits were arranged, allowing discussions to take place in a relaxed and convenient setting, which helped ensure that her wishes could be explored fully and without pressure.

Outcome

Christine felt supported throughout and commented that she would have no hesitation in using Jacksons again or recommending the service to others.