Making a Will
Preparing for your appointment
Wills, Trusts and tax planning
What the lawyer will need you to have ready or have thought about to make a will is:
· Your identification and proof of address – so documents like passport, driving licence, or utility bills. This is because lawyers have you comply with anti-money laundering regulations and identify their clients.
· An idea of what assets you own and what you want to do with them in your will
· If you have an existing will. The lawyer may want to see that
· The full details and correct names of people or charities you may want to leave things to in your will.