Preparing for the meeting
Before meeting with us, there are several steps we ask that you carry out to ensure a productive and efficient consultation:
• Special Requests: If you have specific wishes, such as charitable donations or instructions for your funeral arrangements, these should be clearly outlined. • Questions and Concerns: Write down any questions or concerns you have about the process or your will. If you have any specific concerns regarding family members or anybody else who may cause problems after your death, these can be discussed in complete confidence with your solicitor.
• Gather Information: Make a list of your assets, liabilities, and personal belongings. Include details about bank accounts, investments, real estate, and any other valuables you own. • Beneficiaries and Guardians: Decide on the beneficiaries of your estate and, if applicable, who you want to designate as guardians for your children or dependents. • Executor: Choose someone you trust to be the executor of your will, someone who will ensure your wishes are carried out. Your executors can be related to you, many people appoint their children to be their executors. You may be interested to note that your executors and the people you intend to inherit your estate can be the same people, if this is what you wish.
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