Thank you for considering our Guided Service. Below, we outline the steps to ensure a smooth, straightforward experience.

Step 1: Initial Consultation

We'll schedule a 15-minute chat. It can be by phone, Microsoft Teams, or Zoom. The purpose of this call is to:

• Understand your estate planning requirements.
• Answer any questions you may have.

Step 2: Proceeding with a Will Only

If, as a result of the initial consultation, you decide to proceed with a will only:

• We will book a follow-up call to take your instructions.
• Before the call, we’ll send you a checklist of information required, including:
  • Names of executors.
  • Names of guardians (if applicable).
  • Names of beneficiaries.
  • Correct spellings, addresses, and dates of birth.

During the call, we will gather all necessary details to draft your will. Payment will be collected at this time.

Step 3: Interested in Full Estate Planning

If you are interested in our full estate planning service:

• We will book a follow-up call.
• Before this call:
  • You will receive a link to a secure portal.
  • Within the portal, we will ask you to provide details about your assets.
  • Submit this information in a secure manner.

We will use this information to prepare an Estate Planning Report. This report will:

• Address any areas of concern.
• Suggest solutions, which may include:
  • Writing or updating your will.
  • Setting up trusts.
  • Establishing powers of attorney.
• Include associated costs.

Cost: There is a £100 charge for the report. But, this fee is offset against the cost if you choose to proceed with our recommendations. Please note: There is no obligation to proceed after receiving the report.

Step 4: Taking Instructions

Before taking instructions, we will email you a checklist. It will list the required information, such as:

• Names of executors.
• Names of guardians (if applicable).
• Names of trustees.
• Names of attorneys.
• Names of beneficiaries.

You will also need to have ready the correct spelling of names, addresses, and dates of birth. Payment will be collected at this time.

Step 5: Document Drafting

Before taking instructions, we will email you a checklist. It will list the required information, such as:

• We will draft your documents based on the provided information.
• Drafts will be sent to you through a secure method for review.
• You will check the contents and confirm the accuracy of spellings and details.

Once you confirm the drafts, we will produce your final documents.

Step 6: Delivery and Signing

We will send your completed documents to you via recorded delivery. Included in the package will be:

• Guidelines for the correct signing and witnessing of your documents.

Step 7: Secure Document Storage

Our service includes secure document storage. If you wish to use this service:

• Return your signed documents using the self-addressed envelope provided.
• Once stored, you will receive an email containing:
  • A certificate with your document storage number.
  • Details on how to retrieve your documents.

Contact us

If you have any questions, please feel free to get in touch.

• Email: hello@carrmitchell.co.uk
• Phone: 01483 662960

GDPR Statement

Your privacy is important to us. We handle all information provided in compliance with GDPR regulations. We will store your data in a secure manner. We will only use it to provide estate planning services. For more details, please refer to our Privacy Policy.

Thank you for choosing Carr Mitchell Legacy Planning. We look forward to assisting you with your estate planning needs.