What clients usually ask
Should I bring an existing will?
Yes. Bring the original if available and do not write on, staple or alter it.
The usual first steps
- Discuss the family and asset position.
- Record the intended gifts and executor arrangements.
- Prepare, explain and execute the will correctly.
What to bring
Bring the agreement, court papers, notices, messages, dates and records that show what happened. Preserve original documents and electronic evidence without altering them.