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Preparing for your appointment

We are offering online consultations (using technology such as Zoom, Skype, Whatsapp and Facetime) as well as telephone appointments during the day and evenings. We also have two offices in Hellesdon, Norwich and St Ives, Cambridgeshire so you can book a face-to-face appointment in line with Government guidelines on social distancing.

You may be unsure of what the meeting will cover, so we’ve put together a handy checklist of things you may want to consider before we get together: 

EXECUTORS (The people appointed by you to make sure the instructions in your Will are carried out)

You will need to appoint one or more people to act as your executor. Have you thought about whom you would appoint to carry out the terms of your Will? Your executors can still be named in your Will and they could even be your children as long as they are over 18.

At the appointment, we shall be asking for their full names and address. If you have no one you can appoint, we are happy to act on your behalf.

GUARDIANS (people who are appointed to care for any children under 18)

If you have children under 18 years old, have you thought about suitable guardians to care for them if anything happens to you?

BENEFICIARIES (An individual/organisation who receives a gift in your Will)

Have you made a list of the full names and addresses of those you wish to include as beneficiaries?

Do you wish to gift specific amounts of money?

Have you decided on the amounts and who you want to leave it to?

Have you thought about family heirlooms, jewellery, paintings, etc and who you would like to leave them to?


Heritage Wills actively supports local charities and we would be happy to advise on how to leave a legacy in your Will. There can be additional benefits to leaving a legacy to your favourite charities which we will be happy to talk through with you.  If you are leaving money to charities, do you have their correct title and full address of the charity, with their registered charity number?


Have you thought about any business interests that need to be included in your Will or a Business Lasting Power of Attorney (LPA) 


Do you have any specific requests concerning your funeral arrangements?


Do you have somewhere safe to store your Will?  Our Client Care Package includes storage and lots of other benefits for a small annual fee


Do you own your property? If you do, you will want to ensure it is left to the right person(s) if something happens to you


You may have already heard of Lasting Powers of Attorney (LPAs).  They give someone you trust legal authority to look after your financial and personal welfare if you lose capacity.

Call 01603 894500 to book your appointment today

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