What this article is about
There are two key steps to making your Will For Good:
Completing an online Will interview to provide us with your details and information about your circumstances and your wishes
Our review of your circumstances and wishes to advise you and deliver a Will that is, at a minimum, adequate for your needs.
Where our system has not identified any specific issues that require further exploration, we will conduct the review without the need for you to attend an appointment.
Where the system does identify issues in your circumstances or wishes, and therefore where additional advice from our legal team is recommended or required, we will invite you to attend a free video appointment with us.
This article explains what happens when you are referred to our legal team at Bequeathed for a video legal appointment.
Who the Bequeathed legal team are
The legal team is led by our fully qualified Solicitor Sindy Allen. She is regulated by the Solicitors Regulation Authority and is also a fully accredited member of Solicitors for the Elderly. Sindy specialises in all aspects of private client law.
Our team consists of Solicitors, who are regulated by the SRA, and paralegals. Our paralegals have all successfully completed a law degree as an absolute minimum and may have also completed the subsequent training of a Legal Practice Course.
What to expect in your video legal appointment
The legal appointment will always take place via Zoom as we need to see you during our appointment, including to verify your identity.
You don't need any software or to download anything. Simply use your PC, laptop, tablet of smart phone to open the Calendly email you received when you booked your appointment and click on the link to start the appointment.
In your video legal appointment, the legal team member will discuss your circumstances and wishes with you. The purpose is to ascertain whether the draft Will our system created from the answers you gave in the online Will interview adequately achieves what you want it to and is appropriate for your needs.
They will discuss with you the specific risks already identified by our system and consider with you whether additional steps are necessary, to guard against a risk or provide your beneficiaries with extra protection. Where there is a fee for those additional steps, they will provide a quote.
You may still choose to go ahead with a good basic free Will if you wish, providing your advisor considers it to be adequate (though perhaps not ideal) for protecting your family and friends.
If a free basic Will is not adequate, the advisor will explain why.
What to expect after your video legal appointment is complete
Assuming, the good basic free Will is adequate for your needs, then it will be finalised by our paralegals and sent to you by email within 48 hours for you sign in front of witnesses.
Where you have chosen to take additional paid steps, then those steps will be completed and your Will then sent to you within 48 hours of payment.