It is necessary as part of our process at Bequeathed for you to provide your identification documents. We will need at least two forms of identity prior to your legal appointment, one can be your passport/ or photocard driving licence and the other either a utility bill or bank statement showing your name and address and dated within the last three months.
We appreciate certain bills and statements are now issued online only, so if this is the case for you, please scan/ send us a screenshot of this bill/ statement.
We will then ask you to show your phone/ screen to the camera during your legal appointment so we can have sight of the original from where you have taken the scan/ screenshot from.
It is extremely important that we verify your identity as part of the Will writing process and this is a practice that is adopted by the majority of law firms and Will writers. The necessity to check and verify a person's identity is commonplace across all businesses and sectors , the foremost reason being the prevention of fraud.
When you accept our terms and conditions at Bequeathed, you also agree to complete our Docusign client care letter, which details our requirements in terms of providing your identity documents. This ensures that we at Bequeathed are complying with our own customer due diligence requirements and ensures we are only facilitating the making of a Will, which is the disposal of assets and potential transfer of the legal guardianship and responsibility of your children for those that actually have the legal ability and authorisation to do so.
Clearly, the greater the risk, the greater the need to verify identity and although it may be seen that the area of Will writing is one of the more low risk areas, it is still a requirement of our process that these checks are completed and that we are satisfied that the Will writer is the person they say they are.
If you are experiencing any difficulty in providing your identity do let us know so we can explore with you what we can/ cannot accept to enable you to proceed with our service wherever possible.