If a person lacks mental capacity and has not put in place a power of attorney beforehand, it is likely that they will require the support of a deputy to manage their financial affairs and, in limited circumstances, to make decisions regarding their...
We are delighted to be able to offer our Wills & Probate clients access to Settify, a secure online system, which enables you to provide our team with all the information they need before an appointment with you.
We understand that our clients are often contacting us during what is a busy or complex time in their lives and can often find gathering the information needed and speaking about the sensitive details time consuming. Settify allows you to provide the particulars, and the sometimes sensitive information about your Will, from the comfort of your own home and at any time of day. You will be asked questions which are personalised to you and your circumstances to enable our expert team to focus on finding the best way forward for you and your loved ones. You can come back to the questions as and when you want to if you do not have the time to fill everything in at once or if you need to take a break.
Using Settify means that our solicitors can have all the details of your case and be up to speed with your circumstances before they see or speak to you. Your appointment can then be used to discuss what you need in more detail and answer your questions rather than gathering this information, saving time and money.
There will be no cost to Stephensons’ clients when using the tool if Stephensons are instructed by you. If you do choose to use this tool you could save money in the long run as your appointment will not be taken up by collating the information we need to prepare your Will. It will also help you think about the things that you need to consider for a Will in advance, so that you have a better idea of what you want your Will to do before you speak to us. That saves feeling rushed or having to answer questions that you would want longer to think about at an appointment or discussion with your solicitor.
If we are unfortunately not able to take your case on for any reason Settify will find another law firm suitable for your needs and pass the information you have already provided to them if you wish to instruct them.