How does it work?
The first step is to register with us via our very quick Initial Questionnaire. Once complete, you can start to enter some basic information to help our specialists.
Next, we get in touch to arrange a date to chat. Our specialists will talk you through each step, and build some options which result in a summary document for you to look over and think about. It might be we need another call or two to make sure you're comfortable with everything we propose.
There's no obligation to proceed, but hoping you are, we ask for payment, and some finer details to help us craft your final documents.
Documents are then sent out for your signature.
We then ensure that everyone you've given a role for in your End-of-Life plan knows about it. That means we can talk to your Executors, Trustees and Guardians, and answer any questions they may have.
Finally, we help you populate your Kinvault®.