Navigating Life and Legacy with Morecambe Bay Wills & Estates

The Scale-Ability Podcast - Beyond The Summit

In this insightful two-part podcast episode, Ruth Wilkinson and Nicola Combe from Morecambe Bay Wills & Estates Limited chat about a number of important issues. Both life and business.

Nicola opens up about her deeply personal motivation for retraining as a Will’s and Probate specialist following the loss of her husband. Her story is not just one of overcoming grief but also of a profound desire to contribute to the community by making essential services more accessible and affordable. Nicola's journey is a testament to resilience and the drive to fill a gap in the market.

The conversation shifts to the common hurdles people encounter when considering Will preparation, such as apathy, lack of awareness, and fear. Ruth and Nicola discuss how Morecambe Bay Wills & Estates is addressing these issues head-on by simplifying the process, offering flexible appointments, and even home visits to make clients feel comfortable and supported.

They delve into the competitive pricing strategy and how it disrupts the traditional market, providing value that goes beyond cost savings to include comprehensive services and active community engagement. This approach has garnered positive feedback from clients and recognition from those in the community.

Furthermore, the episode explores the broader challenges within the Wills industry, including the pitfalls of DIY and online Will services that often lead to contentious claims. Through personal anecdotes, Ruth and Nicola underscore the importance of professional advice and regular reviews to reflect life changes.

Closing on a reflective note, they share insights on motivation, resilience, and the impact of personal loss on their work and outlook. This two part podcast is not just about the technicalities of Will preparation but also about finding purpose and staying driven in the face of adversity.

Tune in for an intimate and informative discussion that bridges the gap between professional expertise and personal experience, offering listeners valuable lessons in both life and legacy.