Procedure For Making A New Will At Hodge Jones & Allen
- Call Reception on 020 8784 3800 and ask to speak to a Legal Help Advisor in the new client enquiries department about making a Will; the Advisor will ask you for some basic information, including your contact details and they will pass the message on to a member of the Life Planning team who deal with Wills.
- A member of the team will contact you to answer any immediate questions that you have and to arrange a meeting. At that stage, they will try to give you an estimate of the cost. But it can only be an estimate at this stage. The cost will depend on the assets that you have and the complexity of the Will that you want (or perhaps need). If you want a home or hospital visit, that will affect the cost.
- Prior to the meeting, we will send you our Will questionnaire and ask you to fill it in and either return it prior to the meeting or to bring it with you to the meeting.
- At the meeting, we will go through the questionnaire as necessary, and make sure that we have your instructions for the Will and have discussed with you all the relevant details. (If someone has brought you to the meeting, we may have to ask them to leave the room while we discuss these issues with you in private). At the end of that meeting, we should have a better idea of the cost of doing this work, and will let you know.
- We will then send you an engagement letter along with the firm’s terms of business. The engagement letter will set out the work we are doing for you and the anticipated cost. We will ask you to sign that and send it back to us. We are required to have the signed engagement letter before we can start preparing the Will.
- We will then prepare a draft Will, with a letter of explanation of the terms of the Will for you to approve, along with an explanation of any other matters relating to the Will that were discussed at the meeting. If requested, we may also prepare a letter of wishes for your executors, to be read with the Will.
- Subject to any further questions you have or changes you want made to the Will, we will prepare a final version for you to sign.
- If possible, we prefer you to come into the office to sign the Will, so that we can supervise this and make sure that it is valid. Otherwise, we can send it to you and explain how it needs to be signed and witnessed.
- We offer a free storage facility for your Will when it has been signed and will be happy to send you a copy.
- If you would like us to, we can register the Will with Certainty for a small additional fee. They keep a record of your name and address, the date of your Will and where it is. At a later date, this can be helpful for family or friends if they don’t know where your last Will is.
The whole process is usually quite quick (often no more than a few weeks) and painless!