Before discussing a will
A useful first meeting starts with the people and practical facts that matter most. You do not need to arrive with every answer.
- Your full identity and contact details
- Spouse/partner and dependants
- People or causes you want to benefit
- A broad overview of major assets and liabilities
- Any existing will or estate-planning documents
- Questions about executors, guardians or special circumstances
The appropriate legal structure depends on individual circumstances. This website does not provide personal legal advice.