Be cautious, as my family had a troubling experience with the representative after losing a loved one. His lack of professionalism and kindness during our grief was disheartening. His actions caused significant stress for my father and me. While he may explain complex matters well, it seemed he complicated things further for financial gain. If considering his services, think carefully, and if you've already engaged him, it may be wise to consult a reputable solicitor for a second opinion. Our experience with his planning was distressing, leading us to seek help from highly regarded solicitors who revealed serious issues in the documents. We felt overwhelmed and unsupported through the process, and his response to our complaints was dismissive. After much struggle, we found new legal support, but it was a long and painful journey.
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Estate Planning, Wills, Trusts, Lasting Power of Attorney, STEP Member
