In brief
You’ll know what happens to the house, the pensions and the policies, and you’ll have the right names in the right places so the money moves without avoidable delays.
We’ll map what you have, check who gets what in practice, and flag the gaps that cause delays later. You’ll finish with clear decisions, written checks, and a short action list you can hand to your solicitor.
We start by getting everything on one page, then we test it for real-world outcomes. We cross-check wills against policy nominations, pension expressions of wish, account ownership and any joint assets, and we note the few items that usually trip people up. You’ll see the logic for every recommendation.
A bit about us
We do estate planning reviews for people who have built up a mix of assets over time and want one joined-up plan. Most of our work starts after a change: a mortgage update, a pension starting, a parent’s death, or a business getting more valuable than it used to be. We take what you already have and make sure it works together.
We get picked because we don’t stop at the will. We check the nomination forms, the joint ownership details and the attorney appointments that decide what happens on the day, even when the paperwork looks fine at a glance. We write down each assumption as we go, so you can see what is confirmed and what still needs a decision.
Meet the team
You’ll deal with the same four of us from the first meeting to the final action list, so you’re not repeating yourself.
Team
Eimear Fahy, Estate planning adviser. Eimear leads the estate planning review meeting and turns your answers into a workable asset map and decision list.
Conor Glynn, Will and EPA coordinator. Conor coordinates will and Enduring Power of Attorney items and keeps the solicitor queries tight and specific.
Siobhán Kelly, Pensions and insurance review. Siobhán pulls apart pensions and life assurance paperwork and checks nominations against what you want to happen.
Tadhg Walsh, Client file manager. Tadhg keeps the file moving, logs what we are still waiting on, and makes sure you get written confirmations.
Recent work
Here are three recent estate planning reviews that show the kinds of knots we untangle and how we leave a file that is easy to act on.
Portfolio
Couple retirement tidy-up. Wills were up to date, but two pensions and a life policy still pointed to an old situation. We confirmed current nominations, corrected one outdated beneficiary, and listed the exact solicitor edits needed for the will and EPA decisions.
Small business owner alignment. Policies and pensions were spread across providers and the will referenced old shareholdings. We mapped business and personal assets, checked ownership and nominations, and set out a sequence of updates so nothing was changed in the wrong order.
Family farm succession review. Land and entitlements were held in a mix of names, with unclear transfer intentions. We outlined likely CAT exposure, highlighted the decisions that affected thresholds, and produced a solicitor-ready action list for the chosen route.
“We finally knew what would happen, and what needed fixing first.”
Homeowner, updating their paperwork after a parent’s death
How this runs
We keep this work practical. We won’t ask you to rewrite everything at once. We’ll confirm what is already in place, show you what it leads to, and then list the few changes that make the biggest difference.
1. Fact-find meeting Week 1 We meet and build your asset map together. We note property ownership, accounts, pensions, life cover, and any business or farm assets. We’ll ask outcome questions, like what you want to happen if one of you dies first, so we can test the paperwork against a clear intention. 2. Document review Week 2 You send us the wills you have, policy schedules, pension statements and any nomination forms you can access. We read them for decision points, not just for headings. Where a document is missing, we tell you exactly what to request and who usually holds it. 3. Beneficiary and ownership check Week 3 We cross-check the will against the things that sit outside it, including pension nominations, life policy beneficiaries and joint ownership details. We write down what is confirmed, what conflicts, and what is unclear. If something depends on a provider’s rules, we note the exact question to ask. 4. Recommendations and action list Week 4 We meet again to walk through findings and choices. We outline likely CAT exposure and relevant thresholds at a high level, then agree the actions. You leave with a short list for you and a separate list for your solicitor, so updates happen cleanly and in the right order.
Pricing
Choose the tier that matches how many documents and moving parts you want us to review within the four-week estate planning review timetable.
Priced items
Get started
If you want to get your paperwork lined up and checked properly, we can book the estate planning review and start the fact-find.
1. Sign this proposal to confirm the estate planning review. 2. Pay 25% to secure your booking slot. 3. Send over what you have and we’ll schedule the Week 1 meeting.
Signature
Fee summary
Payment
To book the work, we invoice 25% when you sign. We invoice the remaining 75% when the engagement is complete. Each invoice is payable within 14 days of its date.
What we need from you. We’ll ask for copies of wills, policy schedules, pension statements, and any nomination forms you can find. If key documents arrive late, the four-week timetable shifts because we can’t review what we don’t have.
Changes to scope. This proposal covers the four-week estate planning review described above. If you want us to review extra entities, additional properties, or further policies beyond what we agreed, we’ll confirm the added fee in writing before we start.
Meetings and attendance. Your fact-find meeting can be in person or by video. If you need to reschedule, tell us as soon as you can so we can hold the slot for you and keep the timetable on track.
Third party information
Where we need confirmation from a provider, we’ll tell you exactly what we’re asking for. Providers reply on their own timelines, and delays there can extend Week 2 and Week 3.
Advice and legal work. We’ll outline options, risks, and next actions, including what to ask your solicitor to draft or amend. We do not draft wills or legal instruments, and your solicitor confirms legal wording and execution.
Records and confidentiality. We keep your documents and notes on your client file and share them only with people you authorise, such as your solicitor. If you want us to liaise with someone, you’ll confirm that permission in writing.
Ownership of work. Once the engagement is complete and fees are paid, you own the recommendations and action list we produce for you. We keep a copy on file so you can ask for it again if you misplace it.
