Business Details
13 Years
experience
Expert Will Writing & Estate Planning Services
Pattison James Associates, established in 2013, is a leading will writing and estate planning business headquartered in Camberley, Surrey. Founded by Jamie Shannon and Nicole Pattison, we began as a home-based service offering will writing through face-to-face appointments across Southeast England. Over 12 years, we have grown to serve clients nationwide across England and Wales via remote telephone consultations, driven by our mission to reduce the number of people dying without a valid will. Our team of qualified professionals, trained to rigorous internal standards, delivers tailored estate planning solutions, including wills, trusts, lasting power of attorney, probate, and document storage. As proud members of the Society of Will Writers, we maintain a 2.5M professional indemnity insurance policy and adhere to strict client promises of clarity, transparency, and personalized service.Our innovative online booking system ensures convenience, while our client-centric approach emphasizes understanding individual needs, providing clear explanations in plain English, and safeguarding client data. With over 35,914 wills written and a focus on continuous improvement, we combine industry expertise with compassionate service to ensure clients' wishes are legally protected.
Services
Wills
Trusts
Probate
LPA
Document Storage
Details
- Year established: 2013
Highlights and features
- We explain the process in plain English with no jargon
- Full range of estate planning solutions tailored to your needs
- Competitively priced with transparent, publicly displayed fees
- Professional indemnity insurance coverage up to 2.5 million
- Nationwide coverage across England and Wales with remote appointments
Associations and certifications
- Society of Will Writers
What people say
Professional and thorough
Clear explanations in plain English
Competitive pricing
Stress-free process
Knowledgeable consultants
Services
Wills
Our professional will writing service ensures your assets and wishes are legally protected. We guide clients through creating single or mirror wills, explaining executor roles, guardianship, and inheritance tax implications. Tailored advice covers asset distribution, trusts, and updating existing wills to reflect life changes, ensuring clarity and legal compliance for estates of all sizes.
Trusts
Trusts safeguard assets for beneficiaries while mitigating risks like inheritance tax and third-party claims. We design bespoke trusts to protect property, investments, and personal assets from threats including divorce, bankruptcy, and care home costs. Our solutions help clients control asset distribution across generations while maximising tax efficiency.
Lasting Power of Attorney
LPA documents appoint trusted individuals to manage financial and healthcare decisions if you lose capacity. We draft Property & Financial Affairs LPAs and Health & Welfare LPAs, ensuring legal compliance and registration support. Our service includes guidance on selecting attorneys and understanding decision-making responsibilities.
Probate Administration
We assist executors in administering estates through probate, including asset valuation, tax forms, and distributing inheritances. Fixed-fee options cover full estate administration, grant of probate applications, and handling complex cases involving disputes or tax liabilities. Our team ensures compliance with legal requirements while minimising stress for beneficiaries.
Document Storage
Our secure storage service protects original wills and legal documents in bank vaults, with unlimited free updates for life. Clients receive a Professional Storage Certificate and digital registration on the National Will Register. This ensures executors can access documents promptly while maintaining privacy until after death.
People
Jamie Shannon
Director
Co-founder with over 12 years' experience in estate planning, Jamie pioneered remote will writing services across England and Wales. He focuses on expanding accessibility while maintaining rigorous quality standards through internal training programs.
Nicola Pattison
Director
Co-founder instrumental in developing the company's online booking system. Nicola oversees operational growth and client service protocols, ensuring efficient appointment scheduling and adherence to professional ethics.
Gary Lewis
Estate Planning Consultant
Specialises in trusts and inheritance tax planning, Gary provides clear, jargon-free advice. Clients praise his patient explanations and ability to simplify complex estate planning concepts during telephone consultations.
Nicky Harrison
Senior Consultant
Experienced in wills and LPA planning, Nicky offers straightforward guidance with no sales pressure. She assists clients in reviewing existing documents and making informed decisions about guardianship and asset distribution.
Kirsten Wright
Estate Planning Advisor
Recognised for her professionalism and thoroughness, Kirsten helps clients create comprehensive wills. She accommodates scheduling needs and provides follow-up support to ensure all client questions are addressed.
Questions
What services does Pattison James Associates offer?
We specialise in will writing, trusts, lasting power of attorney, probate administration, and secure document storage. Our services ensure comprehensive estate planning tailored to individual needs.
How much does a will cost?
Single wills start at £68 and mirror wills at £116 during promotions. Prices include full consultation, drafting, and guidance on signing procedures.
Can I update my will?
Yes, our £19/year storage service includes unlimited free updates. Simply contact us to review and amend your will as needed.
Do you operate nationwide?
Yes, we serve clients across England and Wales via telephone consultations, with no need for in-person meetings.
How are you regulated?
We adhere to Society of Will Writers standards and maintain £2.5M professional indemnity insurance for client protection.
What happens after I book?
A consultant will discuss your requirements, draft documents, and send them for approval. You'll sign originals in front of witnesses and return them for final processing.
Videos
Reviews (6)
Hazel Samuels
Oct 14, 2021
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Positive:Professionalism,Quality,Value
Gary Lewis was brilliant he Walk me through everything and made sure everything was clear. He dealt with all aspects effectively and make me aware of my options I would use again if needed
Gary Lewis was brilliant he Walk me through everything and made sure everything was clear. He dealt with all aspects effectively and make me aware of my options I would use again if needed
Sharon Wallace
Jan 21, 2021
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Having just spoken to Chris regarding the writing of a new will, putting our house in trust and setting up POA for my husband and myself, we were really comforted and very pleased in the way he explained everything so we could understand things easily. My daughter and son in law recommended Chris to us and we have now recommended him to our son and my brother.
Louise Hazleton
Oct 13, 2020
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As a single mum I wanted something put in place for my children for peace of mind. I suffer with severe anxiety and was worrying so much about the process of doing a will having never done one before and not knowing what to expect. the gentleman that I spoke to, Gary, was so lovely! made me feel at ease straight away when he rang to book an appointment, he explained clearly what we would be going through, what info I needed etc, he was very patient, very understanding, no judgment made what so ever. He rang to rearrange my booking and was very apolgetic but kept to the new appointment and time
Jon Kilcoyne
Aug 09, 2020
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Can't speak highly enough, wanted a simple Will for myself and my partner, Jamie Shannon was fantastic in arranging this for me during lockdown and well worth the 145 paid. I recommended to my parents and they bought Wills too and have said the same and so on our experience, if you're looking at having your Wills written, you can't go wrong with Pattison James Associates.
Elizabeth Steggles
Jun 20, 2020
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We discovered PJA through a Groupon offer and its fair to say we werent sure what level of cover/ service/ product we were going to receive due to the discounted rate. However, we are completely overwhelmed with how wonderful the whole experience has been and would highly recommend them even at their regular going rate!
Chris has conducted telephone appointments with us and explained everything from back to front. His knowledge is vast and he was so very helpful. When I was hesitant to ask silly questions, he reassured us that there was no such thing and gladly revisited anything we
Chris has conducted telephone appointments with us and explained everything from back to front. His knowledge is vast and he was so very helpful. When I was hesitant to ask silly questions, he reassured us that there was no such thing and gladly revisited anything we
Yara Refaat
Aug 20, 2019
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This is our first time to write our will here in the UK and both myhusband and I do definitely recommend PJA as they are very helpful, proffessional and made the process very easy through out.
