Preparing for your appointment

It can be quite daunting going to see a solicitor, but don’t worry – we are not that scary. Detailed below are some useful tips of what to bring with you to your appointment.

To enable us to start acting for you straight away we are required by law to verify your identity. Please bring with you either one item from List A and one item from List B.   If you do not have any item on list A please bring two items from List B

LIST A – Proof of Identify
  • Current passport or current photocard driving licence
LIST B – Evidence of Current Address
  • Bank account or credit card statement less than three months old
  • Utility bill less than three months old (but not a mobile phone bill)
  • Current Council Tax bill
  • Current HMRC or DWP correspondence
  • Care Home correspondence confirming residential status
Other Information

Depending on your appointment we may require other information from you.

If you are seeing us about your Will or a Lasting Power of Attorney we will need to have an idea about what you own and whom you would like to name. You might be helpful to bring your address book with you. If you are making a Will you might also wish to consider if there are any charities to who you may wish to leave a small legacy.

For appointments about dealing with an estate or probate when someone has died then please bring with you:-

  • the Death Certificate
  • the Will (if there is one) or details of where you believe it may be held
  • if available it is useful to bring the latest bank statements, financial correspondence you can find

If you are not sure what to bring it is better to bring too much and we can identify what is required. Don’t worry if you are not able to locate everything before your appointment as we can deal with the rest later.