Will Appointment Checklist - Mortgage Broker | Surrey | UK

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Will Appointment Checklist

Your adviser will guide you through the process when you meet but to help make the meeting go smoothly it would be helpful if you could have the follwing ready:

Names and addresses of executors/trustees

Names and addresses of beneficiaries

Names and addresses of guardians

Names and addresses of attorneys

Full details of all assets held

Details of all life insurance policies in force

Funeral Wishes

Seperate list of gifts if applicable

If you have any questions prior to the meeting your adviser will be pleased to help.

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Roxburgh Financial Management is an appointed representative of Personal Touch Financial Services Limited, which is authorised and regulated by the Financial Services Authority.

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