Let's discuss your family's unique situation and create a protection plan that gives you complete peace of mind
This is a no-pressure, no-obligation conversation designed to understand your situation and show you exactly how we can help protect your family.
We’ll review what protection you already have in place and identify any critical gaps.
No question is too simple or complex. We’ll explain everything in plain English.
We’ll outline exactly what you need to protect your family and provide clear next steps.
You’ll leave with complete clarity about what you need—whether you work with us or not.
“The Clarity Call changed everything for us. We finally understood what we needed to protect our children.”
deborah@legacywillsandtrusts.co.uk
Typically 30–45 minutes. We'll take as much time as needed to answer all your questions and ensure you have complete clarity.
Absolutely none. The Clarity Call is about understanding your situation and showing you what's possible. You'll never feel pressured to make a decision.
Nothing! Just come with your questions. If you've completed the Family Protection Audit, we can discuss your results, but it's not required.
We encourage it! Estate planning affects the whole family, and it's helpful to have both partners involved in the conversation.