Acorn Wise Group - Estate Planning Excellence

Welcome to Your Estate Planning Journey

Let's begin with your personal information to tailor our services to your unique needs.

Qualification Assessment

Help us understand if our services align with your estate planning needs.

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We're Unable to Proceed at This Time

Thank you for your interest in Acorn Wise Group. Based on your assessment, our current service offerings may not be the best fit for your situation.

Reason(s):

What You Can Do Next:

📧 Stay Connected: We'll keep your details on file and reach out when our services expand.
📚 Free Resources: Access our estate planning guides and educational materials.
🔄 Reassess Later: As your circumstances change, feel free to revisit our qualification process.

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Excellent! You Qualify for Our Services

Based on your assessment, our estate planning services are well-suited to your needs. Let's schedule a complimentary 20-minute discovery call to discuss your specific situation.

Book Your Free 20-Minute Discovery Call

Choose a convenient time to speak with one of our estate planning specialists.

Preferred Date *

Select a Time Slot *

9:00 AM

10:00 AM

11:00 AM

2:00 PM

3:00 PM

4:00 PM

What would you like to discuss? (Optional)

What to Expect During Your Discovery Call:

✓ Confidential discussion of your estate planning goals
✓ Overview of our tailored service packages
✓ Initial assessment of your wealth protection needs
✓ Transparent fee structure explanation
✓ Next steps in your estate planning journey

Select Your Estate Planning Service Package

Choose the tier that best matches your wealth protection and legacy planning needs.

TIER 1 - ESSENTIAL

Foundation Planning

£600 - £1,200

Basic will drafting
Power of attorney
Initial estate assessment
Essential legal documentation
Single consultation

TIER 2 - COMPREHENSIVE

Strategic Planning

£3,000 - £7,500

Advanced will & trust structures
Tax-efficient planning
Property portfolio protection
Family governance framework
Quarterly reviews
Business succession planning

TIER 3 - PREMIUM

Legacy Architecture

£8,000 - £25,000 p.a.

Comprehensive estate architecture
Multi-generational wealth transfer
International tax optimization
Family office coordination
Philanthropic legacy planning
Annual retainer with unlimited access
Dedicated advisor team
Priority service & support

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Thank You for Choosing Acorn Wise Group

Your enquiry has been successfully submitted. Our team will contact you shortly to confirm your discovery call and discuss your estate planning needs in detail.

What Happens Next: