Lets Talk Wills, Trust & LPA's

Frequently Asked Questions

What is your process with a client?

The process I follow with all of my clients is as follows ;

I start with a short discovery meeting (around 10-20 minutes) in which I get a basic understanding of what the client has already done, and what I can do for them.
After this, I send them a questionnaire electronically, which usually takes 15 minutes for them to complete.
I then produce written recommendations, and after they have a chance to review the recommendations, we have a face-to-face discussion, which will probably take 1 hour to 1.5 hours. In this meeting, I like to make sure the client understands the rationale behind my recommendations, before I take their instructions and prepare their legal documents.

Why is a Will so important?

A Will is the sole means of letting your spouse, family and the authorities know what you would like to happen to your assets on your death. You can also put Guardians in place for your children should you and your spouse die before they reach the age of 18. Funeral wishes, Organ donation and Charitable giving can also be noted when a Will is written.

Can a Will be changed and adapted?

Absolutely. If ever there is a major change in your circumstances, such as death, marriage, divorce, new home, new job, a review should be undertaken and changes made if necessary. Our technology allows this to happen at a minimum of cost and fuss!

Changes in legislation also make the ability to adapt and amend a Will quickly essential.

What does a Lasting Power of Attorney actually mean?

A Lasting Power of Attorney is a legal document which gives your closest family, friends and loved ones the ability to look after you in the event that you have an accident, become sick or lose your mental capacity.

These documents allow your attorneys to look after you in the way you would wish to be and make decisions about your treatment, care and finances if you are unable to.

These documents need to be registered with The Office of the Public Guardian to be effective and it is the delays in this process that lead us to recommend you put these documents in place sooner rather than later in your lives.