The accurate gathering of 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. The forms allow us to prepare a plan with best advice for you. You can complete the FactFind at your leisure, and save as you go along and then finally submit (you will receive an email copy). If you wish us to fill this in with you during a Stage One meeting, this is not a problem at all.
The Fact Find gives us enough detail to create the free Will Draft and Plan. Once we've had a meeting to gather other vital we will refine the first draft to final draft and provide a quotation.
Once the draft and plan are accepted, there is a second form to gather everyone's full details, full name, DOB, Address, Email, Mobile and relationship to the Testator(s). However we normally gather this information at the Stage One Meeting.
We cannot provide prices or best advice until we have your completed FactFind form or had the Stage One meeting.