More about Morecambe Bay Wills
Local, independent specialists
Local, independent specialists with personal experience of dealing with the challenges that come with planning for and dealing with estates.
Cost effective and efficient
We offer a cost effective, efficient and personal alternative to solicitors so are able to keep our prices low but we have the qualifications and expertise to assist you in all the services we offer.
Certified
We are members of the Society of Will Writers and Estate Planning Practitioners, and comply fully with their Code of Practice. This Code has been drafted in consultation with Age Concern, LACORS and the Citizens Advice Bureau.
Industry Standard Professionals
As members we meet minimum professional standards, are fully insured, undertake continuous professional development and have legal back up if the need arises.
Credentials
All our Estate Planning consultants have attained the Society of Wil Writers Estate Planning qualification.
As full members, we are fully insured (£2m liability), comply with their Code of Practice, and annually enhance our training.
Our founder, Nicola, is also a member of their Professional Standards Board.
You can find out more about the Society of Will Writers here.
We are also corporate members of the Best Foundation.
Best Foundation is a new membership organisation for forward thinking estate planners. It also has a Code of Conduct we must adhere to, and offers a fabulous Client Guarantee
You can find out more about the fantastic services they provide on their website.
Awards
Proud to be recognised at the British Wills & Probate Awards, the “Oscars” of the Estate Planning industry, for the last 3 years!
Community and Charity
We donate 5% of every Will / Power of Attorney invoice to local charities. So far, we have raised over £20,000 for CancerCare! In 2024 we are spreading our donations across 4 amazing local charities that do so much for our community! In addition, we give up our time freely to spread awareness with visits to local businesses, community groups and charities to talk to their staff and members. Our 4 chosen charities are:
