Book Meeting at Client's Home/Office (New Clients)

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First Name

Last Name

Mobile

Address Line 1

Address Line 2

City

State/Province/Region

Postcode

Country

INITIAL CONTACT FORM This is your contact form for our initial meeting. Once filled in you can book the meeting. You won't have to do this again as you'll have an account which opens up further options. Many thanks for taking the time to complete this, it really is helpful to keep the process as short as possible

Client name 1 (usually Testator)

Full name including any middle names

Client name 2 (second Testator - often spouse)

Full name including any middle names

Address of Testators

Full address including postcodes

Date of Birth Testator 1

Date in the form of dd/mm/yyyy

Date of Birth Testator 2

Date in the form of dd/mm/yyyy

Married

Divorced

SIngle

Other

Widowed/Widower

Civil Partnership

Approximate value of Estate? The estate covers everything you own

Is your main residence,

How is the main residence owned

Contact Email

We need at least one email to keep in contact and for sending drafts

Mobile Number

We need at least one mobile to keep in contact and for notifications.

Preferred Contact

Your preferred method of contact (we need at least one)

Do you have any children, if so how many and are they your children or has your partner introduced their children too?

Please give details or just enter NONE

Childrens FULL INFO

Please enter full names, DOB, Relationship and address or (Home)

Identification

Do you already have a Will

Any questions?

Any questions at all before we start, just detail them here, or NONE

Do you agree to us contacting you by your preferred method? This "opt-in" is essential if we will not be able to contact you due to GDPR rules.

Are you happy for us to send you information about the Will and the process involved. We don't spam clients and everything we send is designed to help.

Select how you'd like us to send information if it would be useful to you.