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 have an existing Will, Enduring Power of Attorney or Lasting Power of Attorney in place, it would also be helpful if you could bring the original or a copy of these documents with you.
For appointments about dealing with an Estate or Probate, please bring in a Death Certificate and the original, or a copy, of the Will (if there is one). We will also need details of what the person owned, such as recent bank statements, share certificates, and Deeds to their home (if you have them).
If you are seeing us about either challenging a Will or defending a challenge to a Will (i.e. a contested probate matter), then please bring with you the original or copy of the Will that is being challenged. We will also need as much information as you can provide about the person’s assets, debts and family situation, as well as details of the proposed challenge.
For appointments relating to the Court of Protection, such as an application to be appointed Deputy for someone else, we will need details of the person who needs you to act for them, including their full name, date of birth, address, financial and family situation. We will also need to know what is preventing them from being able to make their own decisions (e.g. if they have Dementia).
If you wish to challenge a Court of Protection application, or if an application you have made to the Court of Protection is being challenged, we will need all of the information noted above, as well as details about who is challenging the application and the specific reasons why.
If you’re unsure which papers are relevant, just bring anything you think will be helpful and we can always get the rest later.