[VISITOR STARTS CHAT]

Hi, my name is [OPERATOR FIRST NAME]. Can I help you with anything today?

[VISITOR STATES REQUIREMENT]

[ESTATE PLANNING]

At Berkeley Weston, we help you create an end-of-life plan to secure your independence later in life, reduce stress on your loved ones and help protect your legacy from the taxman. Would you like to book a call with one of our experienced team to assist you with your estate planning?

[YES- BOOK IN HERE- https://www.berkeleyweston.co.uk/estate-planning/] Bottom of page

[NO]

No problem! You can read all about our estate planning services here and download our "Getting Your Affairs In Order" document for a comprehensive list of everything you need to do: https://www.berkeleyweston.co.uk/estate-planning/

[PROBATE]

Get your probate and inheritance tax questions answered, and discover how to achieve a quick and stress-free probate outcome. So I can book you in for a call to contact you to discuss how we can help you with this, could I take your name, email address, and telephone number? [BOOK IN HERE: https://www.berkeleyweston.co.uk/probate/]

[NO TO CALL]

No problem! You can read all about our probate and inheritance tax services here and download our "How to apply for Probate guide" here: https://www.berkeleyweston.co.uk/probate/

[VISITOR GIVES NAME & CONTACT DETAILS]

Thanks for giving me all that information, [VISITOR FIRST NAME], your call is booked in, you should receive an email confirming your appointment.

[VISITOR SAYS THANKS/CONFIRMS]

You’re welcome. We look forward to speaking to you then

Services offered:

Estate planning

Probates

Inheritance tax