Tell Aaron what he needs before you speak.
A guided questionnaire for each kind of matter. Nothing is sent until you confirm, and nothing is instructed until Aaron has confirmed the fixed fee.
Choose the one that fits.
The facts first, the conversation second. Aaron reads your answers before you speak.
Not sure? Start with the general enquiry.
Will instructions questionnaire
For anyone making a first will or replacing an old one.
About 7 minutes for the essentials
Lasting power of attorney questionnaire
For anyone choosing who can act for them if they lose the capacity to decide for themselves.
About 6 minutes for the essentials
Probate and estate administration questionnaire
For an executor, or a family, dealing with an estate after a death.
About 6 minutes for the essentials
Trusts and estate planning questionnaire
For setting up or registering a trust, a declaration of trust, a deed of variation or a planning review.
About 4 minutes for the essentials
General enquiry
For anything else, or if you are not sure which of the four you need.
The facts first, the conversation second. Aaron reads your answers before you speak.
Not sure? Start with the general enquiry.
Prefer paper? The same questions are fillable forms you can download.
Before you send it.
Your consent and your data
On the last step you are asked to tick a privacy consent. It is never pre-ticked, and the form will not send without it. This is the wording:
I consent to Safe Harbour Legal collecting and processing the personal information provided in this questionnaire for the purpose of preparing and advising on my legal matter. I understand this data will be stored securely in accordance with the firm's data protection policy and the SRA Standards and Regulations. I have read the privacy policy.
The will, power of attorney, probate and trust questionnaires also ask for consent to share information with bodies such as HM Courts and Tribunals Service, the Office of the Public Guardian, the Land Registry or a bank, only where the matter needs it. Marketing consent is a separate box, optional and never pre-ticked. How this website uses your information says what is kept and for how long.
Your consent and your data
On the last step you are asked to tick a privacy consent. It is never pre-ticked, and the form will not send without it. This is the wording:
I consent to Safe Harbour Legal collecting and processing the personal information provided in this questionnaire for the purpose of preparing and advising on my legal matter. I understand this data will be stored securely in accordance with the firm's data protection policy and the SRA Standards and Regulations. I have read the privacy policy.
The will, power of attorney, probate and trust questionnaires also ask for consent to share information with bodies such as HM Courts and Tribunals Service, the Office of the Public Guardian, the Land Registry or a bank, only where the matter needs it. Marketing consent is a separate box, optional and never pre-ticked. How this website uses your information says what is kept and for how long.
What sending it means
- It costs nothing
- There is no charge for sending a questionnaire.
- It does not instruct Aaron
- Nothing is instructed until he has confirmed the fixed fee in writing and you have agreed it. Until then you are free to walk away.
- The fee is fixed, and known first
- Every job has a fixed fee agreed before any work starts.Trust wills, probate, and trust and estate administration carry a small onboarding fee for the matter and an identity check for each person. Standard wills and powers of attorney do not. It is confirmed before any work starts.
- It is not saved half way
- Answers stay in this browser tab until you press Send, so a reload does not lose them. Close the tab and they are gone, so set aside enough time, or note the details down first.
What sending it means
- It costs nothing
- There is no charge for sending a questionnaire.
- It does not instruct Aaron
- Nothing is instructed until he has confirmed the fixed fee in writing and you have agreed it. Until then you are free to walk away.
- The fee is fixed, and known first
- Every job has a fixed fee agreed before any work starts.Trust wills, probate, and trust and estate administration carry a small onboarding fee for the matter and an identity check for each person. Standard wills and powers of attorney do not. It is confirmed before any work starts.
- It is not saved half way
- Answers stay in this browser tab until you press Send, so a reload does not lose them. Close the tab and they are gone, so set aside enough time, or note the details down first.
After you send it
Aaron reads your answers
He reads every questionnaire himself, before you speak.
He replies within one working day
By phone or email, whichever you asked for, to arrange a time to talk.
He may ask for more
Sometimes a document or a detail is missing. He only asks for what the matter needs.
A fixed fee, agreed in writing
Sending the questionnaire has not instructed Aaron. Nothing is instructed until he has confirmed the fee and you have agreed it.
After you send it
Aaron reads your answers
He reads every questionnaire himself, before you speak.
He replies within one working day
By phone or email, whichever you asked for, to arrange a time to talk.
He may ask for more
Sometimes a document or a detail is missing. He only asks for what the matter needs.
A fixed fee, agreed in writing
Sending the questionnaire has not instructed Aaron. Nothing is instructed until he has confirmed the fee and you have agreed it.
Next step
Ready when you are.
Or call 01262 310 850, Monday to Friday, 9am to 5.30pm.