Wills Pattison James Associates Limited

Telephone-based will writing across England and Wales

Wills Pattison James Associates Limited, trading as Pattison James Associates, provides will writing and estate planning services delivered over the phone to clients throughout England and Wales. The firm states that it specialises in guiding clients through the entire process in a single telephone appointment, drafting documents that reflect the client's wishes and explaining them in plain English.

Its own figures, as presented on the site, record 35,914 wills written, twelve years in business, 227 new clients in the previous month and 87 wills for existing clients in the same period. The company also cites £2.5M in professional indemnity insurance and twelve years of membership.

Core services

• Will writing, including single wills and mirror wills for couples
• Trusts, including discretionary trusts and interest in possession trusts
• Lasting Power of Attorney
• Professional document storage
• Probate and estate administration
• Professional trustee administration

What happens during a will writing appointment

According to the site, the consultant explains how a will works, reviews the assets the client owns, advises on the client's position regarding Inheritance Tax, discusses guardianship where there are children under 18, and gathers a detailed understanding of the client's wishes before recommending the most appropriate way to achieve them. The firm presents this as a structured conversation rather than a sales pitch; several client accounts published on the site describe the advisers as unhurried and not pushy about additional services.

Pricing shown on the site

The catalogue indicated a single will at £85 and mirror wills at £145 for a couple, equivalent to £72.50 per will. The firm frames the cost of making a will against the cost of not making one.

Guidance material and client feedback

Beyond the services themselves, the site maintains a help centre covering how to sign a will and a lasting power of attorney, inheritance tax, the laws of intestacy, the role of an executor and of a trustee, appointing guardians, reviewing an existing will and a glossary of terms. It also publishes client stories and news, and offers a referral scheme for friends and relatives alongside a Share to Care option.

The testimonials reproduced on the site name individual consultants, among them Kirsten, David Gee, Gary Lewis, Nicky Harrison and Aimee, and describe first wills, updates to existing wills and the arrangement of trust structures. These are individual accounts rather than a verified overall rating.