The initial consultation
The first meeting with your solicitor at Slater Heelis is typically a consultation-style meeting. This is where you will discuss your estate planning needs and objectives. Here’s what you can expect during this meeting:
• Options and Recommendations: Based on your input, the solicitor may present various options for structuring your will and provide recommendations to ensure your wishes are met. • Cost Estimate: You will receive an estimate of the legal fees associated with drafting your will. • Next Steps: The solicitor will outline the next steps in the process, which may include providing necessary documents and information.
• Introduction: You will meet with a legal professional, who will introduce themselves and the firm’s services. • Confidentiality: Your information and discussions during the meeting will be kept confidential. • Listening to Your Needs: The solicitor will listen to your instructions and wishes for creating a will. They may ask questions to understand your financial situation, family dynamics, and any special requests. • Legal Guidance: Slater Heelis will
provide legal advice tailored to your unique circumstances – advising you of ways to minimise risks to your estate and how you can best protect your loved ones and finances. They will explain the legal requirements and implications of your decisions.
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