Preparing for your appointment
There are many things to think of when preparing for your appointment with our experienced solicitors and it can sometimes be a daunting experience. Please rest assured that we will do all we can to make you feel as comfortable as possible with the process. We understand that this may be a difficult time for you and we are friendly and approachable. You will have a personal solicitor throughout your case who you can contact by phone, email or arrange a personal meeting. If you have any queries before our meeting, please do not hesitate to contact us.
Once you have asked us to proceed with your case, we will send you the firm's Terms of Business together with your personal Engagement Letter.
There are however some documents and information that you can bring with you to be as best prepared as possible and will help us with your case:
Proof of identity
In order to start your case we will often require two forms of identification for each person, one of which must be a photographic identification method. We cannot proceeds with your case, until we have the ID documents.
We would require at least one of:
UK photo driving licence
H.M. Forces Identity card
and at least one of the below showing your current address:
Bank or credit card statement (less than 3 months old)
council tax bill for current year
mortgage statement for current year
It is also worth considering information pertinent to the particular service you want us to help you with:
Please complete and return your Wills Questionnaire
Please provide full names and address of all persons referred to in your Will
Please send signed copies of any previous Wills
Lasting Power of Attorney
Please complete and return your Power of Attorney Questionnaire
Please send signed copies of any previous LPAs
Please provide full names and address of your chosen Attorneys
Probate and Estate Administration
Original death certificate. You can send this to us before your appointment should you wish
The original Will if not held by Calon Law
Full list of assets for the estate (e.g. properties, vehicles, bank accounts, pensions)
Full list of liabilities (e.g. mortgages, loans, bills etc)
Full names and address for all beneficiaries of the will
ID for all beneficiaries so that we can ensure the inheritance passes to the correct people
Surrogacy Law/Fertility Treatment
Please provide a copy of any Surrogacy Agreement
Please complete and return your Surrogacy Questionnaire
The more information that you can provide will help your case. Please do not hesitate to contact us if you have any questions on firstname.lastname@example.org or on 02921 406152.