Preparing for your appointment

>>Preparing for your appointment
Preparing for your appointment 2017-11-12T18:08:24+00:00

Going to see a solicitor for the first time can sometimes be daunting, but don’t worry, we’re a friendly bunch. There are a few things that we’ll need from you, so that we can start acting for you straight-away.

What documents and information will I need?

Proof Of Identity

At your first appointment, we will need to verify your identity. You will need to bring with you either one item from List A and one item from List B, or two items from List B.

If you don’t have everything though, just let us know at your appointment.

List A

  • Full valid passport
  • Valid UK photocard driving licence
  • Valid H.M. Forces identity card (MOD90/1250) bearing signatory’s photograph

List B

  • Valid UK photocard driving licence
  • Bank account or credit card statement less than three months’ old
  • Firearm and shotgun certificate
  • Utility bill less than three months’ old (but not a mobile phone bill)
  • Current Council Tax bill
  • Mortgage statement for the mortgage accounting year just ended

All items in List B must show your current address. If you need any further information please get in touch.

If we aren’t seeing you in person to take copies of your ID, we may be able to accept scanned copies sent to us by email, depending on the type of work we are carrying out for you. In some cases though, we will need to ask you to provide your ID certified by a solicitor. We will let you know which applies in your case.

Contact Us

Other information

Depending on the nature of your appointment, we may also require some additional information from you.

If you are seeing us about your Will or Lasting Power of Attorney for example, then we will need an idea of what assets you own, as well as details of the people you’d like to name.

If you are seeing us about dealing with an estate or probate, then please bring in a Death Certificate and the Will (if there is one) as well as details of what the person owned, such as recent bank statements and Deeds to their home (if you have them).

If you’re unsure which papers are relevant, just bring anything you think will be helpful and we can always get the rest later.