Book Your Free Consultation
A quick 4-step booking. Takes under a minute.
Why Book a Free Estate Planning Consultation?
Estate planning is about more than writing a Will. It is the process of making sure your family, home and assets are protected if the unexpected happens. Yet many people put it off because they do not know where to start, worry about cost, or simply have never spoken to a professional advisor.
A free 30-minute consultation with Castle Family Legal gives you the opportunity to talk through your situation with a qualified advisor in plain English. You will get honest guidance on whether a Will, Lasting Power of Attorney, Trust or probate support is right for you — and a clear fixed-price quote if you decide to go ahead.
- No obligation, no hidden fees and no pressure to proceed.
- Talk by phone, video call or home visit across England and Wales.
- Discuss Wills, LPAs, Property Trusts, Inheritance Tax and probate in one place.
- Get a personalised action plan and fixed-price quote tailored to your needs.
What to Expect From Your Free Consultation
Your free 30-minute consultation is a relaxed, no-obligation conversation with Greg Stevens, a qualified UK estate planning advisor with over a decade of experience helping families across England and Wales. There is nothing to prepare and no awkward sales pitch — just a friendly, plain-English chat about your circumstances and what matters most to you and the people you love.
We know that thinking about Wills, Lasting Powers of Attorney, Trusts and Probate can feel daunting. That is exactly why we offer this initial review free of charge: so you can ask any question you like, understand the options clearly, and only ever commit when you feel ready. If a Will or Trust is not right for you, we will tell you honestly.
What We'll Cover Together
- Your family situation, property ownership and any blended-family considerations.
- Whether a Simple Will, Property Protection Trust Will or Whole Estate Trust Will fits your needs.
- Whether Lasting Powers of Attorney for Property & Finance and Health & Welfare should be put in place.
- Practical ways to avoid any 3rd party claims on your estate and protect your home for your children.
- A clear, fixed-price quote so you know exactly where you stand — no hourly billing surprises.
Three Easy Ways to Meet
We offer phone calls, video calls and home visits across the South of England. Many of our clients prefer a home visit so the whole household can be involved — especially when discussing arrangements for elderly parents or younger children. Evening and weekend appointments are available.
Is There Any Obligation?
None whatsoever. The 30-minute review is genuinely free, with no pressure to proceed. If you choose to instruct us afterwards, every service is offered at a fixed price agreed up front — Simple Wills from £195, Property Protection Trust Wills from £495, Whole Estate Trust Wills from £805, and Lasting Powers of Attorney from £150 each. We are regulated by the Society of Will Writers and registered with the ICO (registration ZA823752), and your data is treated in line with our published Privacy Policy.
Use the form above to book, or call Greg directly on 07868 588 798. Most consultations are confirmed within one working day.