How it works
From a video call to a binder on the shelf
You don't need to come into an office, and you don't need to know the words. Here's what happens, in order.
Most of our clients never visit West Main Street. We meet by video at a time that suits you, evenings included on Tuesdays, and the papers come by email and by post. When it's time to sign, we come to you or you come to us.
The steps
Six steps, one price
- 01
Step 1: Book a thirty-minute call
Pick a time online or call the office. The call is by video, or by phone if you'd rather.
- 02
Step 2: Tell us about the family
Who you want to look after, what you own and what worries you. No documents needed yet.
- 03
Step 3: Get a written quote
A flat fee for the plan we talked about, with any court or recording fees listed separately.
- 04
Step 4: Fill in the questionnaire
Online or on paper: names, accounts and the people you've chosen.
- 05
Step 5: Review the drafts together
Each document comes with a one-page summary. We go through them on a second call.
- 06
Step 6: Sign, and get your binder
At our office or at your home, with witnesses and a notary arranged. Then a printed binder by post.
Questions
Questions about meeting by video
Is a video meeting as good as coming in?
For planning, yes: we see the same documents on screen and you can bring in family from other cities. If you'd rather sit across a table, our Richmond office is open by appointment.
What do I need for the first call?
Nothing but a rough idea of what you own and who's in the family. We'll send a list of documents afterwards.
Who keeps the originals?
You do, in the binder. We keep scanned copies, and we'll tell your executor where to find the originals if you like.
Start with a thirty-minute video call
Tell us what you have and who you want to look after. You'll leave the call with a written flat-fee quote, and no obligation to use it.
The first call is free and doesn't make us your lawyers; an engagement letter does.