We offer you a meeting in person with one of our specialist private client solicitors at any of our offices across Essex and London. We are also able to meet you at your home if you are unable to come to our offices for health reasons. At this meeting we will discuss your estate and discuss your wishes with you.
Before your meeting you will be sent a Will questionnaire for you to complete and to bring to your meeting. The questionnaire will help you to be better prepared for your meeting and will assist your solicitor in preparing your Will immediately after your meeting.
During your meeting and on review of your questionnaire, your solicitor will advise you about how your estate is affected by Inheritance Tax and guide you as to whether your wishes are tax efficient.
Following your meeting you will be sent a draft Will for you to review. If you need to make any amendments or include additional terms to the draft Will, your solicitor can take your instructions by telephone or email.
After you have approved the Will, you will meet your solicitor again for the Will to be signed. Once this has been completed, we will arrange for your Will be registered with The National Will Register and to store your Will at our secure storage facility at no additional cost.
You will also be sent a photocopy of your signed Will in the post and a scanned copy by email will be sent if required.