Thank you for booking an appointment to review your estate planning, your consultant will be with you at your chosen time and if there’s any likelihood of lateness you’ll receive a call.
We’d like to make you aware that none of the information we collect is stored on a database or used for marketing purposes, it is completely private and confidential.
Should other members of your family attend this will be welcomed.
Anything to prepare?
It may be helpful but not essential to have a copy of any existing will available.
If you know that a will is high on your agenda then a list of names and addresses of your beneficiaries, your chosen executors and any guardians for children under the age of 18 will be helpful but again not essential.
And remember you’re under no obligation, we act at your instruction.