Fill it in at the kitchen table.
Nine forms, one for each kind of matter. Type straight into the file, save it, and email it back. They are the same questions Aaron asks at the appointment, in the same order. That way the meeting is spent on decisions, not on gathering facts.
The forms
Take the one that fits.
Each one opens with what it is for, what it costs and how long it takes. Every figure on them is the same figure as the schedule of fees.
Wills
For anyone making a first will, or replacing one that no longer says what they want.
- Will instructions, one person£420inc. VAT(£350 + VAT)
You. Nobody else instructs him about your will, and he will see you on your own for part of the appointment.
Download PDF · 20 pages · 17 questions in section 01 · 590 KB
- Will instructions, a couple£660inc. VAT(£550 + VAT)
Both of you, jointly, on wills that mirror each other. If your instructions differ, Aaron will say so and may have to act for one of you only.
Download PDF · 21 pages · 18 questions in section 01 · 640 KB
Powers of attorney
For choosing who can act, while there is still the capacity to choose.
- LPA instructions, one person£960inc. VAT(£800 + VAT)
You, as the person giving the power away. Not your attorneys. Aaron takes instructions from you, and will see you on your own for part of the appointment.
Download PDF · 13 pages · 12 questions in section 01 · 336 KB
- LPA instructions, a couple£1,680inc. VAT(£1,400 + VAT)
Each of you, as the person giving the power away. Aaron sees each of you on your own for part of the appointment, and takes instructions from you and not from an attorney.
Download PDF · 13 pages · 12 questions in section 01 · 357 KB
After a death
For an executor dealing with an estate, or a beneficiary redirecting what they have inherited.
- Probate instructions£1,140inc. VAT(£950 + VAT)
The executors who are applying, or the closest relative where there is no will. Not the beneficiaries, and not the estate itself. Aaron will say so in writing before he starts.
Download PDF · 15 pages · 17 questions in section 01 · 557 KB
- Deed of variation, redirecting an inheritance£780inc. VAT(£650 + VAT)
The people giving something up. Everyone whose share is reduced has to agree and sign, so Aaron will say in writing which of you he acts for.
Download PDF · 10 pages · 17 questions in section 01 · 355 KB
Trusts and property
For a trust being set up, a trust that has never been registered, and who owns what share of a house.
- Registering a trust, registration£360inc. VAT(£300 + VAT)
The trustees, together. Not the beneficiaries, and not the person who set the trust up unless they are also a trustee.
Download PDF · 12 pages · 17 questions in section 01 · 395 KB
- Lifetime trust, setting one up now£1,800inc. VAT(£1,500 + VAT)
You, as the person setting the trust up. Not the trustees and not the beneficiaries, and Aaron will say so in writing before he starts.
Download PDF · 11 pages · 15 questions in section 01 · 333 KB
- Declaration of trust, who owns what share£540inc. VAT(£450 + VAT)
Both of you, if your instructions agree. Where they do not, Aaron will say so and may have to act for one of you, with the other taking their own advice.
Download PDF · 10 pages · 15 questions in section 01 · 328 KB
How they work
One page is enough to start.
- 01
Section 01 is the whole of the ask
Ten to seventeen answers depending on the form, none of which needs a document or a phone call. It has its own signature line and its own return address. Sending that page on its own is a complete thing to do.
- 02
The rest is for the appointment
Every section says whether it is needed to start or can wait, and roughly how long it takes. A blank is an answer: it tells Aaron what to ask about.
- 03
Nothing is instructed by sending one
A form is information. Aaron confirms the fee in writing first, and the work starts once you have agreed it.
If you are an adviser
Send the blank form.
Page one of every form has four lines for your name, firm, email and reference, and a box your client ticks to say you may be told when the matter opens, with the agreed fee, and again when the documents are signed. No referral fee is paid or received in either direction, and your details are used for those two messages and nothing else.
The last page of every form is written for you. It covers what happens to a referral and what Safe Harbour does not do, and where the firm's privacy notice is. The cleaner route is to send the blank form and let the client return it, as every form says.
9 forms, all fillable in Preview, Acrobat or a browser. If you would rather have them as one email attachment, ask Aaron.
Next step
Ready when you are.
Sixty seconds of questions that end on your plan and a fixed fee, with VAT.
Or call 01262 310 850, Monday to Friday, 9am to 5.30pm.
Appointments are usually available within a few working days, including Tuesday and Thursday evenings, and home visits across East and North Yorkshire.