The stages below show the normal sequence we follow to understand your personal circumstance, gather information and provide applicable services.
Stage 1 - Start my journey
- Your information and asset details gathered
- Customer Privacy Notice, Terms of Business and ID collected
- Estate Planning Report/recommendation sent
Forms
- Client Fact Find
- Customer Privacy Notice (required per person)
- Upload verification of ID (required per person)
- Joint Authority Email Address (for couples wishing to use the same email address for correspondence)
Stage 2 - Initial application
- Will, Trust and Power of Attorney wishes gathered
- Fee agreement & payment arranged
- Disclaimer sent & signed
Forms
- Instruction submission form
- Life Assurance Letter of Authority (only applicable if life assurance trust)
- Conveyance Letter of Authority (only applicable if conveyance of property trust)
Stage 3 - Document drafting
- Draft summary sent and confirmed by client
- Documents produced and checked by our team
- Signing meeting arranged
Stage 4 - Document signing
- Documents signed by client
- Documents provided to any other parties for signature
Stage 5 - Document validation
- Lasting Powers of Attorney (if applicable) registration sent to Court
- Property Planning (if applicable) sent to Land Registry
- Wills and Trusts scanned and saved
- Storage option selected
Stage 6 - Document completion
- Lasting Powers of Attorney (if applicable) received from Court
- Property Planning (if applicable) received from Land Registry
- Storage or non-storage finalised
