Preparing For Our Visit

To make the best of your and our consultant's time it would be helpful if you could complete the following preparations, and then decide which additional services you may require. (print this page of and mark overleaf any other items you may wish to discuss.)

List and total all the assets and property which make up your estate, for example, home, car, valuables, investments, insurance, death benefits, pensions, and business interests.

List the names, telephone number, and address of chosen executors, beneficiaries and guardians as they require to be stated in your will.