Taking Your Instructions

 

We know how precious your time is and with this in mind we offer free home or workplace visits, at a time to suit you.  Morning,  afternoon or evening, seven days a week.

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It has become more popular these day to arrange to take instructions over the telephone or virtually due to the Corona Virus and we are conscious of adhering to the Government guidelines to keep us all as safe as possible.  

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Preparing for our visit

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Areas for consideration when planning your Will.  

 

• Decide who you would like to receive the main shares of your estate.  Make a list and put a value on the property and assets you own.  Think about any individual items or gifts of money you may want to give to people who are not receiving a main share of your estate

 

• Assemble the names and addresses of all those to be mentioned in your Will whether as beneficiaries (those who receive a share of your estate), executors/trustees (those who will be responsible for distributing your estate and looking after funds or property), guardians (if appropriate – those who will be responsible for looking after any children under 18)

 

•  Decide on any funeral arrangements

 

• Do you require safe storage for your Will or other personal documents?    

 

• Do you want to give members of your family the legal authority to look after your financial affairs if you become unable through illness, accident or old age?

 

• Do you want to express your preferences to your doctors and family about medical treatment in the event of not being able to make a decision yourself due to a severe illness or accident?

 

• If in later life you were to go into care would you like to protect your property as much as possible against the Community Care Act and therefore still have something to leave your family and friends?

 

• Do you have business interests that you would like to include in your Will?

 

• Decide if it is preferable for your family or friends to handle your estate – or are you happy to pay the considerable charges required by a solicitor or bank?

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Your Appointment

 

The length  of appointments can obviously vary, however 30 - 60 mins is the normal time to take a Will instruction. Trusts and Power of Attorney will take longer.   At the meeting we will explain our terms of business and our drafting process, take your instructions and answer any queries that you may have.  

 

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