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So that you can prepare for the consultation, please have a look at the guidance below.
For Wills, consider:
- Executors – who will manage your estate when you pass away?
- Beneficiaries – who will benefit?
- Any specific gifts you want to give
- Anybody you want to leave out!
- Funeral wishes – cremation, burial etc
- Do you need a trust will?
- Do you need to safeguard or protect assets in the future?
- For a vulnerable child/adult?
- Against re-marriage?
- Protect the family home from sale?
For Lasting Powers of Attorney, consider:
- Who is best placed to make decisions for when you cannot?
- Will that be the same person (Attorney) for health and financial matters?
- Do you want to nominate an alternate or backup Attorney?
- Are there any special considerations or conditions?
- Do you need to ensure business continuity?