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Preparing for your Will appointment meeting How to prepare... Put together your forms of ID - drivers licence, utility bill with your address on, passport When you are preparing a will and you are leaving what you own in your will to somebody We will need to know exactly what you wish to include in your will and the approximate values, eg, property ISA's, savings accounts and of course details of any businesses you own, values, shares, etc. We can look at exactly how we can include the details in your will... We will also discuss inheritance tax Also if you already have a will you should bring a copy with you If you have not got a previous will, then an idea of exactly how you would like your possessions, assets to be distributed. If you have children under the age of 18, who would you like to appoint as their legal guardian You will need to bring with you the full details of those who will benefit in your will - first name, middle and surnames, address, details of those to whom you are leaving items to in your will. To get the most benefit from your meeting - also prepare a list of questions that you may require clarifying, anything you are unsure about - we will be happy to answer your questions. Please speak to me, Samantha Hughes, or a member of our team on 0808 166 5696 www.sydneymitchell.co.uk