We also encourage clients to ensure all documentation is in order, as we believe that you should make life as easy as possible for loved ones who ultimately have to deal with matters after someone dies. So we recommend that all instructions are clear and concise and that all documentation is kept safely. Attention to detail is crucial in our opinion and we offer a document storage service. A lot of people utilise this service and place other documents in store, for example, property deeds.
We also recommend a review service, either with an agreed review at a certain time or as and when needed. Circumstances do change and it is not always apparent that a change in circumstances could mean that planning in place should be reviewed. However we encourage that allow us to keep in touch and that way, we can try to make sure that you know about any changes that may affect you and our emails or newsletters may jog your memory if there has been a change and you have not reviewed your arrangements.
In summary, we consider the ‘What ifs?’ of life and everyone is different, so we will base our recommendations on what you want to achieve. Ultimately, we look to provide a value for money service, often somewhat cheaper than local solicitors, plus making it easy to seek advice remotely where necessary to ensure you and your loved ones are protected.