about Jules
I am proud to hold the STEP Advanced Certificate in Will Preparation, the premier qualification for professionals in the Will writing industry. This globally recognized certification sets me apart as highly trained and experienced in the field, surpassing the expertise of many solicitors and non-solicitor Will writers.
It is important to note that Will writing is not a regulated activity in England and Wales, meaning anyone can offer this service. As a member of STEP, you can be confident that I have received the proper education and maintain the highest level of professional competence. Additionally, I uphold ethical standards in my client interactions and the drafting of your Will and its provisions.
As an estate planner, I have a special interest in:
those living and coping with a 'sandwich generation' life;
how increased longevity has and will continue to change the relationship between young and old;
vulnerable and elderly clients
With my personal and professional experience in caring for elderly loved ones, planning for the future, and navigating the complexities of multi-generational living, I have a unique understanding of the importance of preparing for one's passing and ensuring that wishes are honoured.
The loss of my parents, both to to cancer, combined with my wife's role as attorney and deputy for her parents in their final years, opened my eyes to the significant challenges that would face those who have not made adequate provisions for their future.
Throughout my own journey, I have witnessed first hand the emotional and financial toll that can be caused by a lack of proper planning and preparation. As a result, I am passionate about helping others to navigate these complex and often emotional issues to ensure that their assets are protected and their loved ones are taken care of. With over thirty years of marriage. three sons and multi-generational living, I understand the importance of securing a bright future for one's family.
Given my background, I am able to offer my clients not only professional expertise but also a deep understanding and genuine compassion.
the work we do
At 40RTY, we collaborate with you to arrange your estate. Our goal is to provide you with peace of mind and secure your best interests.
We assist you in organizing and maximizing the potential of your estate, ensuring that your assets are distributed to the people and causes that matter most to you.
In addition to preparing Wills, we are specialists in drafting lasting powers of attorney applications, allowing you to designate someone to manage your legal affairs should you become incapacitated in the future.
step’s will writing code of practice
40RTY adheres to the STEP Will Writing Code of Practice, ensuring all clients receive the very best level of service.