Make an appointment at our offices or at client’s home, brief client what will happen at the meeting.
We confirm appointment time, date and venue where applicable.
Attend appointment. Introduction and services we offer – Wills, various trusts including Inheritance Tax etc., Lasting Power of Attorney. Storage. Will data
We provide a Free Will and EPA/LPA review service
Summary of Meeting
Confirm clients identity and mental capacity
Go through terms of business – If the client is happy to proceed you will be asked to sign these later and we will require a cheque to cover the cost of the services provided.
Evaluation of the estate.
Explain to the client’s areas of difficulty and promote remedies.
Give costings for work to be carried out and provide payment options.
Obtain agreement from clients.
Have clients sign terms of business/retainer letter.
Proceed with taking instructions.
Highlight if necessary areas where further information is required and obtain method/time for receipt.
Make detailed notes of the meeting, advice given and whether it is accepted or declined by clients.
Advise clients of timescale- If possible arrange attestation date. N.B. draft Wills and associated documents will be posted by 2nd class mail to clients within 14 working days of this meeting.
The client should check and amend draft Will accordingly and return to the company within 7 days together with acceptance form duly signed. Once acceptance is received the company will draw up the Wills and associated documents and arrange Attestation within 7 – 14 working days of receipt of the acceptance. Advise what is required for Attestation service – witnesses etc.
Attend Attestation service
A final check of Will prior to signing. Ask how the client found dealing with the company and the services provided, ask for referrals.
Timescales vary depending on country and type of work/services involved but will be carried out as efficiently as local laws and customs allow.
The initial consultation is made to discuss services that may be required be it simple advice on gaining Probate or complex Trust issues.
An assessment is made of the deceased’s Estate and a quotation is submitted for the costs of administrative services before work is commenced.
Terms of business and necessary documentation is signed.
is handled by a professional/trustee who will complete the operation as swiftly as possible, keeping you fully informed of progress at all times. Our service offers a substantial cost saving over the traditional providers, i.e. Banks and Solicitors etc. Our typical costs are from £95.00 per hour to approx. 1.75% of the gross Estate value dependant on complexity plus usual disbursements and VAT where applicable.