At this unprecedented time, when leaving the house goes against government advice, many jobs on the ‘to do’ list seem unachievable. However, will writing need not be affected, as Stone King partner Dan Harris explains in a new video.
The video explains the three-stage process for drafting a quality will remotely. It also warns against the dangers of resorting to homemade, cheap or free will services that may be unregulated and likely to lead to difficulties.
Dan says: “There is still a straightforward way to draft or update your solicitor-drafted will remotely, to ensure your assets are protected and your loved ones are looked after, and we are here to help. We have operated a remote will service for some time, to help clients who do not live nearby. With the current pandemic, this service is available to everyone who needs a quality, solicitor-drafted will who cannot come to the office.”
After making initial contact and discussing and agreeing fees, the simple process involves:
- Sending you questionnaires to collect information and understand your will aspirations. We will also carry out identification checks remotely using information you provide by email.
- Having analysed your questionnaires, we will arrange a telephone or video call with you to talk through your options and preferences. We will offer our advice and recommendations, such as: who should be your executors; alternative ways of making gifts and protecting individuals and saving tax where appropriate. We will ensure your will is able to deliver your preferred outcome even if your circumstances change.
- We will send you a letter, or if appropriate, a detailed report on your specific circumstances and draft wills for you to consider, together with recommendations for changes where appropriate. Once you are happy with your wills, we will print and send you bound copies with instructions on how to sign them. We recommend you send them back to us so we can ensure they have been properly signed and we offer a free service to store your will securely, if you wish.