Based in Ipswich, Suffolk, Will Plans Ltd cover Suffolk, Norfolk and North Essex and will visit you in the comfort of your own home to advise on the crucial reasons why registering a Lasting Power of Attorney is so important and they help with all the necessary paperwork for registration.
They can see you in the evening or at weekends and charge no extra for this service.
Established in 2014 and with Rob Adams as a fully qualified Will Writer and member of the Institute of Professional Will Writers (IPW) Will Plans provide an extensive range of will writing and estate planning services.
From the moment you contact us you’ll notice the difference with a friendly and helpful voice waiting to assist you in making a Will or dealing with Power of Attorney matters. We also offer the choice of professional storage of your will with National Will Safe Ltd giving you peace of mind that your documents will always be safely looked after.
Rob Adams – Professional Will Writer
Rob is a fully qualified Will writer having passed the necessary examination to become a Full Member of the Institute of Professional Will writers (IPW) in June 2013.
In addition to the writing of Wills, he deals with areas such as discretionary trusts, power of attorney and the severance of joint tenancies. Having had 25 years experience within financial services during which time he has worked both as a life and pensions consultant and run his own Independent Financial Adviser (IFA) firm Rob is very attuned to listening to customers financial objectives, hopes and concerns, and providing the solutions to match.
Away from work Rob enjoys the company of The Falconers Golf Society (who regularly question his handicap of 28!), following his beloved Ipswich Town FC where he performs stewarding duties, and listening to music especially that of the Beatles.
Dawn Adams – Administration
It is Dawn who records the customer details, preparing the structure of the Wills for drafting, and who documents the Wills for storage.
As co-director, along with Rob, of Will Plans Dawn has developed professional connections from which customers are referred who need Will writing and estate planning. Dawn has over 30 years experience in banking, insurance, and financial administration and so is very well qualified to deal with the documenting of material-not just Wills, but items such as Power of Attorney forms and Trusts.
Following Ipswich Town she is a season ticket holder which also forms a large part of Dawn’s out of office hours interests as well as dancing and running her Avon sales team!! As she says “more hours in the day would be nice!”