How it works
A Clear Path from First Conversation to Completion
Every engagement follows the same structured journey, so you always know what has happened, what comes next and what is expected of you.
The journey
Step by Step
Step 01
Initial Enquiry
You contact us by telephone, email or through the enquiry form. We answer initial questions and arrange a suitable time to speak.
Step 02
Consultation
A structured conversation about your circumstances, family, assets and the outcomes that matter to you.
Step 03
Information Gathering
We collect the details needed to consider your position properly, including any existing documents.
Step 04
Recommendation or Planning Discussion
We set out the areas that require attention and explain the options available in your circumstances.
Step 05
Document Preparation
The agreed documents and arrangements are drafted for your consideration.
Step 06
Client Review
You review the drafts, ask questions and request any amendments before anything is finalised.
Step 07
Signing and Completion
We guide you through signing, witnessing and any registration or storage steps that apply.
Step 08
Future Review
We explain when your arrangements should be revisited, such as after a change in family or financial circumstances.
Preparing
What to Bring to Your First Consultation
Nothing is essential for a first conversation, but the following usually helps us make good use of the time.
- An outline of your assets and liabilities
- Details of any property you own or part-own
- Business interests, shareholdings or partnerships
- The names of people you would like to benefit or appoint
- Copies of any existing wills or planning documents
- Any questions or concerns you would like to raise
Consultation
Your Future Deserves More Than a Template
Speak with VistaNova Group about your priorities and receive clear guidance on the next appropriate step.