We can arrange for face-to-face meetings to accommodate your busy schedule. However, we can also accommodate communication via email or telephone if you prefer, subject to confirmation of identity and proof of address.
Our usual procedure runs as below:
- Complete the will questionnaire and submit the form, either online or via email.
- We send you a quote for preparing the will.
- You accept the quote, make a payment and send us proof of identity and address.
- An appointment is made for a face-to-face meeting with our experienced will writer.
- Following the appointment, you are sent a draft will and commentary via email for approval.
- Changes or further advice is given via email or telephone.
- You approve the final draft of your will.
- An appointment is booked for the will to be signed and witnessed, or the will is sent by post to you with signing instructions.
- The will is signed and witnessed. If the will was not signed at our offices, we ask that a signed copy is sent to us so that it can be checked to ensure that it was signed and witnessed correctly.
- You retain the original, while a scanned copy of the signed will is held on the secure Sable database. The will can be registered with Certainty, the UK National Will Register, for a one-off fee.
- The original will can be kept for storage at the Probate Division of the Principal Registry of the Family Division in London at an additional fee.
A will should be reviewed every three to four years or when there has been a significant change in your circumstances, such as marriage, separation or divorce. Other changes that should trigger a review of your will include changes in your financial circumstances and additional children. Over time, your family structure and friendships can change; your will should always reflect these changes.