Gathering information is a vital role of a professional Will Writer. Traditionally this is done face to face over a meeting and is our preferred way. However, with COVID, we've had to adapt to a paper exercise. The forms allow us to prepare a plan for you and give you our best advice.
If you just would like us to create a plan, just fill in the Mini Fact Find and email it to firstname.lastname@example.org. We will look at this and give you a free, no-obligation plan. This will need explanation so we will need to have a Zoom meeting or a phone call with you at some point.
Of course, if you'd prefer to have a chat over the phone, just call or drop a message in the message box (to the right) and we'll call you. Please note we can't provide prices or give advice over the phone until we have your Fact Find form. However, our basic prices are detailed on the main menu.
So, download the Mini Fact find, fill it in and return to us. We'll do the rest!
The files listed here are for a "Mini Fact Find" and a "Basic Wishes Sheet". Start with the Mini Fact Find.
The pdfs can be downloaded and printed, then filled in, returned by post or from a clear photo taken on your phone and emailed to us. The xlsx file is an Excel spreadsheet so you can fill in the figures and return the completed form via email. Email is email@example.com
Please ensure you check the completed file for accuracy as data will be used to minimise errors