Service Information

  • Send you a proposal of service and quote of our fees, administrative paperwork and a will questionnaire for you complete and sign in advance of our meeting;
  • Arrange a meeting at our office or remotely to discuss your will and succession issues and advise you accordingly;
  • Following our meeting, and once final instructions have been received, to then provide you with a draft will for your approval;
  • Once the draft is approved to then arrange a subsequent meeting with you to sign the will;
  • To arrange safe storage of the will on your behalf or otherwise return it to you for safekeeping.