Meeting clients in lockdown

Meeting clients in lockdown

The following information has been put together by the Institute of Professional Willwriters to help provide guidance on meeting with clients in their homes during lockdown and the precautions you should take:   Before arranging the meeting: a) Confirm with your...
Why all parents need a Will

Why all parents need a Will

At any stage of parental life, things can often be fairly chaotic and slightly overwhelming. But as much as parents are focused on that moment in time, it’s also crucial they consider the future for their child. Many people assume that as parents, if something happens...
LPA’s – the importance of clear instructions

LPA’s – the importance of clear instructions

A Lasting Power of Attorney (LPA) can give a person(s) quite a lot of authority over part of another person’s life, and so for this reason when a client is making an LPA they need to ensure they give complete clarity in their instructions and preferences. An LPA is a...
A good reason to provide Probate services to clients

A good reason to provide Probate services to clients

You may have had an occasion where unfortunately a client has passed away, or perhaps a client has been asked to be an executor but is not sure how to handle the Estate Admin or Probate. If this happens then supporting your client or their family members with the best...