Check my STEP membership
Search STEP's online directory for my name.
Search STEP's online directory
Will preparation
The STEP Will Code
When I prepare your Will, I follow the STEP Code for Will Preparation in England and Wales.
The STEP Will Writing Code
England and Wales
What the Code is
A framework for careful will preparation
STEP introduced its Code for Will Preparation in England and Wales to give clients peace of mind that their will preparer is doing the best possible job.
The Code sets a quality standard for will writing. It is a set of ethical principles and a framework for careful preparation, not a step-by-step procedure.
I prepare Wills in line with the Code. I explain my qualifications, charges and relevant tax implications. I take your instructions carefully, consider your circumstances and explain the features and effect of your Will. I provide you with a draft to review before signing.
For you, this means careful, precise advice and a well ordered process. I prepare your Will to a recognised professional standard, with your instructions and wishes at its centre.
Will writing is not officially regulated in England and Wales. The Code is not regulation. It is a set of principles that I follow as a STEP member.
For you as my client
Open, careful and personal advice
I work openly and transparently, and I act with integrity. I gather the information needed to understand what matters to you and to prepare a Will that reflects your wishes.
A badly drafted Will can have consequences you did not intend, particularly for larger or cross-border estates. I encourage you to use a reputable and qualified practitioner.
A Will must be signed on paper with the required witnesses physically present.
Membership and guidance01 02 03
I am a full member of STEP
STEP members in England and Wales are bound to follow the Code as a condition of membership. I am listed in STEP's online directory of members. You can search for my name there.
Read the Code
STEP's Code for Will Preparation in England and Wales.
Read the STEP Will Code (PDF)Read the public guide
A guide to the Code for people preparing a Will.
Read the Guide for the Public (PDF)STEP's process
Raising a concern
If you believe that a will preparer has not met the standards in the Code, you can contact STEP through its disciplinary process. STEP investigates complaints under that process.
Read STEP's complaints process04
The Code is a framework of ethical principles. It is not a step-by-step will writing procedure or official regulation.
Begin with a private conversation
I offer a free, confidential consultation to discuss your Will and answer your questions.