Download our Conversation Guide for some tips and tools for tackling the toughest of conversations
Supplying us with more information before your appointment allows us to prepare and understand what you want so that we can tailor your Will to your specific requirements.
We recommend filling in the form at least 2 days before your appointment.
The form can not be saved as you progress through the questions, so we recommend setting aside about 20 minutes to fill out the form in one sitting.
If at any stage you don't know the answer, that's ok, move on to the next question. Your adviser will talk you through this information at your appointment.
Below are a couple of things you may want to think about before starting the form...
Filling in the form is optional and certainly helpful - however if you'd rather provide this information directly to your adviser, please first read what you need to bring to your appointment.
If you have any questions you’d like answered before your meeting, or if you need to reschedule for any reason, please don’t hesitate to get in touch on 0800 371 471, or email us at firstname.lastname@example.org.