Client After Service

Your original Wills, Lasting Power of Attorney documents, and funeral plans will be securely stored.

A Finance Sheet will be prepared and completed to assist your Executors in locating and managing your affairs in the event of your passing.

You will be contacted annually to review your Wills and Finance Sheet to ensure all information remains up to date.

You are entitled to unlimited amendments and updates at no additional costt

You will be issued with a unique Will reference number. For security purposes, this number should only be known to you and your Executors. Only you or the Executors named in the Will may authorise the withdrawal of the Will from storage.

Wills may only be released from storage following your death. Your Executors will be required to provide valid identification together with an official death certificate before any documents are released. This process is in place to ensure the security and protection of your documents.

Upon withdrawal of the Wills, your Executors will be offered a complimentary meeting to provide guidance on how to administration of your estate.

Please enquire for this service and the full terms of business.