We prepare Wills, Powers of Attorney and other estate planning documents for a fixed fee which is agreed with you in advance. If you instruct Paget Will Writing, we will ask you to sign up to our standard Terms of Business before we start work. These set out timescales and obligations on both sides. They also give you the benefit of our professional indemnity insurance.
We ask for half the agreed fee when the Terms of Business are signed and the balance when we deliver our invoice to you for settlement.
We will supply you with a will preparation questionnaire to review. This enables you to think about the size and scope of your estate, and the people you intend to benefit.
The first meeting takes place either at your home, workplace or on a Zoom video conference call. Catherine Paget makes home visits within a 20-mile radius of Alresford, Hants.
At the first meeting, we will run through the will questionnaire and a checklist to obtain details of the estimated value of your estate, and your instructions. It is a good idea to have your address book to hand so that we can capture details of names, addresses and dates of birth. If you are making a power of attorney, we will take you through the LPA forms and capture all the details that are needed such as names, dates of birth and addresses. We take a thorough note of your instructions and answer your questions. We summarise your instructions in a follow-up letter or email according to your preference.
When taking will instructions, we see you by yourself or with only your partner in attendance. This is to avoid any disputes about your instructions between family members for example if one of your children is present, but others are not. By contrast, with powers of attorney, it is better to have as many of your attorneys present at the meeting as possible, so that the forms can be completed quickly.
We then prepare a draft document and an explanatory commentary, within an agreed timescale, which is either emailed or posted to you. The emailed versions are encrypted for security, and we provide a password to enable you to open them on your own computer, tablet or phone. We are happy to come back and see you to take further instructions and answer your questions or we can go through the draft documents on the phone or in a Zoom meeting.
Once you are satisfied with the draft documents, we will finalise them for signature. We offer a ‘will attestation’ service. This means that Catherine Paget will attend you and act as one of your two witnesses at the will signing. It is your responsibility to have another, independent witness to act as your second witness. It must be someone who does not take a benefit from the will. If you choose not to have the attestation service, we will provide you with a detailed leaflet explaining how the will should be executed. If you are making a power of attorney, it is our strong recommendation that it is registered immediately with the Office of the Public Guardian (OPG), even if you do not need to use it right away. We deliver our invoice at the time that the documents are ready for signature (wills) or posting to the OPG (powers of attorney).