Templar Estate Planning

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Reviews

1. katrina Fuzesi ★★★★★

   David spent a lot of time with my elderly parents, carefully and clearly explaining all the options open to them. Nothing was too much trouble - even when they came back to him several times to ask for info on other matters. His knowledge and suggestions were incredibly useful. My husband and I were so impressed we will be getting him to re-do our wills. We all highly recommend him.

   almost 9 months ago
2. Gala Copley ★★★★★

   Claire and Dave of Templar Estate Planning were a great team from start to finish. We knew very little about will preparation and they took the time to explain everything clearly for us, including lots of options and detail. It was really helpful that they were flexible with telephone and in person consultations, and they also were accommodating when we had to bring along our infant. Fantastic service and we highly recommend them to anyone!

   almost 11 months ago
3. Nicky Jackson ★★★★★

   I highly recommend Templar Estate planning. They explained in detail different ways of doing our wills that would be in the best interest of our families and protecting us in the future. Great advice, really friendly and made the process simple from start to finish.

   1 year ago

1. Olga Gdula ★★★★★

   We chose Templar Estate Planning because they offered us a Saturday appointment, which is so helpful when working full-time. In the meeting, David kindly explained the different aspects of wills and documentation, tailored to our specific needs. We were very pleased with how supportive David was, and how quickly our wills were drafted and ready to sign. Overall, fantastic service.

   1 year ago
2. Toni Whittle ★★★★★

   Through a friend we became aware of Templar estate planning, since our wills were never going to write themselves we needed someone to guide us from start to finish. We contacted David for an initial relaxed discussion, once David knew our thoughts and requirements the rest of the process was very simple and straightforward. The communication from both David and Claire was good and a short time later, we have now wills in place and peace of mind. Thank you both for the assistance and value for money service. We have recommended you to another friend and would have no hesitation contacting you again in the future.

   1 year ago
3. Jack Peachey ★★★★★

   Dave provided me a professional and friendly service. Would recommend to anyone

   almost 3 years ago

1. Jude Chapman ★★★★★

   I had been putting off planning a will for far too long. I knew that I wanted to use a small, local company and Templar seemed to fit the bill. David was very approachable. He explained the options open to me, and left me to decide which one to take. No hard sell; just professional advice delivered in a friendly, comfortable environment. Exactly what I’d been looking for. Thank you.

   almost 3 years ago
2. Juliet Sykes ★★★★★

   David & Anthony were very professional, informative and kind. They took time to explain everything in easy to understand terminology when helping my elderly mother with her LPA and updating her Will. We didn’t feel rushed or hurried and we all felt they dealt with everything in a very sensitive manner. The price for the LPA was very competitive in comparison to other local companies. I was so impressed with their service that I have asked Templar to also act on my behalf even though I am not local!

   almost 3 years ago
3. Helen Doyle ★★★★★

   I engaged Templar Estate Planning to arrange my Will and they provided an excellent service, very speedy and cost effective. I would highly recommend using them to anyone who requires this specialist service.

   almost 4 years ago

1. Andy Ray ★★★★★

   Really happy to have chosen Templar for our long over due Will planning. David right from the start helped guide my wife and I through the various options clearly and concisely (and translating a lot of jargon that we had no clue about!) super happy with the service provided would highly recommend.

   almost 5 years ago

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