Will preparation checklist
Will preparation checklist

The following Wills & Probate precedent provides comprehensive and up to date legal information covering:

  • Will preparation checklist

Will preparation checklist

ActionDate
Will questionnaire and Making a Will—client guide sent to client(s)
Terms of business letter and other client care information sent
Anti money laundering documentation required?Yes/No
Anti money laundering documentation received and checks completed
Meeting confirmed and diarised
If not face-to-face, specify the reasons for

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