Free Will Writing

Employee Wellbeing

Free Will Writing

Employee Wellbeing
Our Free Will Writing Service is available to employers and their employees without charge and can be an added feature to an already established Employee Benefits Programme, or the beginning of a new one.

In short, our professional Will Writing Service can be made available to your staff without charge (usually £199). For us this is a great way to gain new potential clients, for the employer the service will enhance employee wellbeing, improve company culture, and demonstrate your continued dedication to your teams wellbeing.

Since 2011, over 20,000 employees have opted to make their Will with Dunham McCarthy as part of this free service. Brands such as Jaguar Land Rover, JCB and Argos are working with us to help their staff plan for the future.

https://dm-legal.co.uk/wp-content/uploads/2019/11/Home_06_grey.png

FOR THE EMPLOYERHow does it work?

The first step is to communicate the availability of the service to employees. To this end we provide a specific webpage that explains the service and allows interested staff to book their initial consultation (this is the link staff at Jaguar Landrover use for example https://dm-legal.co.uk/free-will-service-jlr/ ). Additionally, our staff can attend employee forums or wellbeing events. Please note that face-to-face events and presentations are currently on hold due to the COVID-19 pandemic.

Once communicated Interested staff can simply book an appointment with our specialist advisors to explain their instructions and wishes, this is all completed over a series of video / telephone calls.
20,000+ EMPLOYEES HELPED
We have been providing legal and financial employee benefits for over 20 years.
NO COST TO EMPLOYEE OR EMPLOYER
For us, this is a great way to meet new clients, there is no cost to the employer / employee.
FULLY QUALIFIED AND REGULATED
We have teams of FCA regulated financial professionals / IPW qualified estate planners.
TSI APPROVED
Our code of practice is approved by the Trading Standards Institute, we always put the needs of our clients first.
VIDEO OR PHONE

VIDEO OR PHONE

Financial wellbeing consultations with individual staff members can be conducted remotely by phone or video call. We have appointments available Monday to Friday 9am - 7:30pm.
SEMINARS AND EVENTS

SEMINARS AND EVENTS

Our wellbeing team are available to provide seminars and wellbeing presentations remotely (face-to-face events are currently on hold due to Covid 19).
PRE-RETIREMENT

PRE-RETIREMENT

For staff members coming up to retirement we provide an estate planning focused pre-retirement program with free will writing and discounted trust and tax advice.

FOR THE EMPLOYEEThe Will Writing Service

Each employee will receive an initial 30-minute telephone consultation from a specialist Will Writer to gather the information necessary to produce a draft Will.

Subsequently, they will receive a 60-minute video call or telephone conversation to check the draft documents and a further 30-minute appointment to review any final amendments if required.

Appointments are flexible and available up to 9.00pm in the evening, Monday to Thursday. The whole process is usually completed within 28 days.

WILL SPECIALISTS
We draft around 1000 wills every month, it is our specialism, so be assured you are in safe hands.
TSI APPROVED CODE OF PRACTICE
Our code of practice is approved by the Trading Standards Institute, we always put the needs of our clients first.
FULLY QUALIFIED
Our advisors are committed to continued professional development and trained to the highest standards.
EVENING APPOINTMENTS
Our advisors are available between 8:30am and 9:00pm Monday to Thursday, 11:00am and 4:00pm Fridays.
IPW MEMBER
As a proud member of the Institute of Professional Will writers we are specialists in our field.

3 EASY STEPS

STEP 1

Will Instructions

A fully qualified estate planner will talk you through your choices. If you are unsure of anything during this first meeting, you will have the opportunity to confirm details on the second meeting.

STEP 2

Will Checking

At this meeting we check your draft Will(s). During this meeting we record details of your assets and liabilities so please have paperwork available for any savings, investments or insurance policies.

STEP 3

Will Signing

In this third and final meeting your final documents will be checked and the attestation process explained. We will tie up any loose ends and conclude the process.

Asset Protection

Protect your family in the event of incapacity; make your LPA for Health and Property Decisions.

Income Protection

You put food on the table and a roof over your head. If you can’t work because of illness or injury, who’s going to bring home the bacon?

Funeral Plans

Arrange and pay for your funeral in advance so that the price is fixed, and to make it more simple for your relatives.

RECENT FEEDBACKWe were referred by a relative and so glad that we had our Will’s done with Dunham McCarthy. They were incredibly efficient with every aspect and despite the fact we could not meet in person due to the current condition world wide everything was organised over the phone and on Video Chat via Microsoft Teams.

TRAINEE ELF

RECENT FEEDBACKVery informative, professional and helpful company no pressures to take out unnecessary policies. Video calling worked well and responses to questions either on call or email were swift. Definitely recommend them to others.

KEVIN TAYLOR

RECENT FEEDBACKExcellent service. This was our first will writing experience and we were talked through the process thoroughly and clearly. Mitchell was very patient with my 100’s of questions. Would recommend. Thank you!

LAURA HAYNES

RECENT FEEDBACKCouldn’t recommend this company enough. The whole service we have received from start to finish is exemplary. The process from beginning to end was explained extremely well and communications were open and updates receive regularly. Would recommend to anyone.

KAREN ROUGH

RECENT FEEDBACKTim sorted our wills and poas. He was patient and explained things simply and concisely. Visited us at home. Good price for an excellent service. Would highly recommend.

DIANE O’HARA

RECENT FEEDBACKWe had our Wills done with Dunham McCarthy and I was so impressed with the service I received. Tracey is such a lovely approachable person as well as being professional at all times. Thank you Dunham McCarthy for such a lovely experience

MARIE EVANS

RECENT FEEDBACKFantastic customer service. It was easy to arrange the face to face meeting, we had plenty of communication. The representative was very polite and professional. He was very informative and he was not pushy to sell the added extras.

JAMIE DAWSON

RECENT FEEDBACKExcellent service. The timeline and steps were easy to understand and the sessions were scheduled in good time. The adviser answered all of our questions demonstrating good knowledge about the products & services. Overall excellent and recommended.

HUDA CHAUDHRY
7
6
5
4
3
2
1
https://dm-legal.co.uk/wp-content/uploads/2020/02/Logo.png
Barn 1, Bunston Business Village, Stafford, ST18 9AB
enquiries@dunham-mccarthy.co.uk
01785 336222

Follow us:

FREE CONSULTATION

Regulated by the Institute of Professional Willwriters. Registered in England and Wales Company Number 08290617. 

Copyright © Dunham McCarthy 2020