Templar Estate Planning Bewertungen 

I have been putting off for ages taking action to arrange Powers of Attorney, despite knowing how important it is do this. I found David Robinson and staff at Templar Estate Planning extremely helpful, explaining very clearly and patiently (given that I am 85 years old) the processes involved, and providing useful material to take home and read. I followed his directions and the forms are now ready to be sent for registration.

Dave was super helpful coming to us to discuss at our home due to disability. No big sales pitch or exaggerated claims for what he could save us in IHT …just matter of fact stuff that will benefit us and make things more secure for our kids. A bit of a dent in the IHT likely to be paid is a bonus and he has shielded our Estate from inheritance monies in future.

Both David and Claire were very helpful and informative. David explained the options available to me and listened to my personal circumstances before making relevant suggestions as to how to make a Will

I was listened to , and felt fully informed of my options .

Both Claire and David have always put me at my ease and I felt confident they would understand and advise on any matters that arose both from making a will and sorting out a LPA.

I got in contact with them as a result of a personal recommendation and am happy to pass this on.

David was very helpful and clarified the best options for us in making our wills and powers of attorney. We found the explanatory documents that he also gave us really helpful.

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.

David was very helpful from the outset and gave clear concise advise about the writing of a new will and other aspects of inheritance planning, and lasting power of attorney.
I have only had the new will compiled at the moment would may well go back to him in the future for anything else that becomes necessary.

Excellent service characterised by a friendly and efficient approach. I unhesitatingly recommend Templar.

Great company. Very helpful and friendly. Explained everything well, and dealt with my request quickly and efficiently, and at a good price. I would definitely recommend this company

David is a very pleasant and straight forward person to help you. I wanted to sort out a will and POA. The process was simple and straight forward. I’d recommend to anyone. Much easier that trying to do it yourself on line

Dave provided a super service and helped me no end. Peace of mind is a wonderful thing!

My parents used Templar to make their powers of attorney and would highly recommend them. David and Claire working together as a team are both friendly and efficient and always on hand to help.

Dave was able to help us with our requirements and explained every thing in detail Both he and Claire kept us updated and were knowledgeable, courteous and friendly. We would recommend them.

David and Claire are both really helpful and friendly, and make the whole process as stress free as possible.

My wife and I have recently had simple wills prepared by Templar.although the wills are simple there were a couple of issues with my wife’s family which David dealt with tactfully and effectively.
Very satisfied and I consider the fees to be reasonable.
Phil Stott

The service I received from David and Claire was professional, friendly and extremely helpful. Responded quickly to any queries and changes I had to make during the process. Made it look so simple and easy.

David Robinson provided what I asked for and at a reasonable cost.

The service we have received from David has been stellar! He kindly offered to see us on a Saturday, at very short notice, for which we couldn’t be more grateful. David took the time to explain everything patiently in the meeting, and then drew up our wills exactly to our requests. The wills were drafted and signed within a few short days. We cannot recommend David enough.

My visit to Templar Estate and time spent with David Robinson was extremely helpful and informative. I only wish I had done it a few years earlier as it was extremely helpful.

Absolutely delighted with the speed of response and the advice we have been given. I would recommend Templar Estate Planning ro anybody who needs clear, supportive advice

David was most helpful and explained everything very clearly so we could understand. He covered all the things we wanted done and gave us some very good advice nothing was too much trouble. I would thoroughly recommend him and the company.