What families say after working with us

Challenge

A family with no idea where to begin

A retired couple in their late sixties, both in good health, knew they needed to "sort things out" but had no framework for what that actually meant. They had a will drafted years earlier but were unsure if it was still valid, and their other records were scattered across several folders, boxes, and a shared email account.

What we did

Records Organisation Service over three sessions

We worked with the couple across three sessions over four weeks. The first session was focused on gathering and reviewing what they had. The second and third sessions were spent sorting, labelling, and building the summary index. We pointed them to their solicitor for the question of whether the will needed updating — not something we could answer ourselves.

Outcome

A completed file and a productive meeting with their solicitor

Four weeks after completing the service, the couple confirmed that they had met with their solicitor with their organised file in hand, updated their will, and — in their words — "finally feel like grown-ups about this." Their adult children also received a copy of the summary index.

"We came in completely lost and left with a clear file and a list of exactly who to speak to."

Challenge

A 40-something professional with no documents in place

A self-employed professional in his early forties with two school-age children. He had no will, no idea what documents he should have, and found the topic uncomfortable enough to keep avoiding. His wife had similar concerns but also felt overwhelmed about where to start the conversation.

What we did

Family Legacy Journey Programme for both spouses

Both husband and wife attended the educational sessions together. The orientation session helped them understand what a will does (in general terms), what other documents are typically relevant, and which professionals handle which aspects. The records sessions that followed gave them a structured way to gather and organise what they had, and to identify what was missing.

Outcome

A completed binder and, weeks later, a signed will

The couple completed the programme over eight weeks. They described the "prepared questions" list as the thing that made the biggest difference — they went to their solicitor feeling ready rather than out of their depth. Six weeks after completing the programme, they confirmed their wills and Lasting Power of Attorney documents were in place.

"The questions list alone made our solicitor appointment run so much more smoothly."

Challenge

Adult children unsure how to help their ageing parent

Three adult siblings whose mother, a widower in her late seventies, had become more forgetful. They wanted to help her get her records in order but were worried about approaching it the wrong way — they did not want to seem like they were "rushing" anything, and were themselves uncertain about what records actually needed to be gathered.

What we did

Meadow Orientation Session for the family, then Records service for the mother

We began with an orientation session attended by all three siblings, which helped them understand the landscape and — equally importantly — helped them approach the topic with their mother in a more informed and confident way. The mother then completed the Records Organisation Service over two sessions, with one sibling present throughout.

Outcome

A clear file, more confident family conversations

The mother now has a complete, labelled personal file. The siblings described feeling much more confident talking about related topics as a family — something the orientation session in particular seemed to enable. One sibling noted: "We stopped avoiding the subject and started actually having the conversation."

"We stopped avoiding the subject and started actually having the conversation."