Why Does My Solicitor Want To See Me Face To Face

When you make a Will or Lasting Power of Attorney (LPA) with us, we will ask to see you in-person.

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By Nicola Briggs - 16th June 2021

Solicitors will want to see you face to face when making a Will or Lasting Power of Attorney. This is to guarantee the validity and effectiveness of the document.

When you make a Will or Lasting Power of Attorney (LPA) with us, we will ask to see you in-person. This ensures that:

  • You are not being put under undue influence
  • We create a document that meets your needs
  • The document cannot be successfully challenged

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You are not being put under undue influence

When you make a Will or LPA, you must not be put under any undue influence from relatives, friends or other parties. Also, you must have mental capacity. Meeting with you in-person helps us to verify both factors. A client’s body language, tone and expression will be assessed and recorded so that potentially vulnerable clients can be identified and so that we can establish what is in our client’s ultimate best interests. This may differ from the opinion of the person who has brought our client in to see us. If you are not vulnerable, then the fact you have seen a solicitor will help to prove the validity of your Will/LPA.

We create a document that meets your needs

It is easier for us to explain the work that we do and build a relationship of trust and confidence by meeting face to face. A clear two-way communication benefits you as well. The conversation will flow naturally and lead to ideas that have not previously been expressed and pinpoint areas that need to be explored further. This ensures we create a Will or LPA that meets your needs. This cannot be achieved by asking our clients to fill in a flat questionnaire, as it may not be clear from the written document what your intentions are, or why we are seeking that particular piece of information.

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The document cannot be successfully challenged

Making a Will is not just about the document itself. Similarly for Powers of Attorney, it is the instruction process that is key to a successful and unchallengeable document. Our record keeping may come to save the day in the event that there is a disagreement over the contents of the Will or Power of Attorney. We can verify that you had mental capacity, understood the contents of the document at the time of writing, and were not put under undue influence. Although this cannot avoid disputes from arising, it can help to prevent any successful challenges, ensuring your wishes are upheld.

How about a virtual meeting?

Where an attendance either in the office or at your home is difficult, wills solicitors can use technology to have a virtual face to face meeting instead. There are certain risks inherent in this, as we will be unable to see who else is present. We may still insist on a face to face meeting after that virtual meeting, and we will explain at the time why this is the case.

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