Initial contact : Template Email
Posted on 5th June 2017 at 22:59
After booking your new client in for an appointment, it is essential to follow it up with the email below.
It was lovely to speak to you earlier and I am writing to confirm our appointment on DATE AND TIME at your home. My name is xxx and I am the Consultant who will be visiting you take information to enable our legal team to drafts your will in accordance with your wishes.
I am attaching a document entitled ‘Things to Consider When Making a Will’ which you may find of use.
We are dedicated to ensuring that our clients estate planning and related needs are met in full. To that end we will discuss with you, at our upcoming appointment, whether you have yet considered making a Lasting Power of Attorney (LPA) to enable somebody you trust to make decisions, in the future, about your finances and welfare in the event that poor health means that you lack the mental capacity to make these decisions yourself. Not having a Lasting Power of Attorney in place can lead to your loved ones having to apply to the Court of Protection to become a ‘Deputy’ and this can be a lengthy and expensive process. Please visit the ‘Blog/News’ section of our website if you would like to know more – www.heritagelegalep.co.uk.
The cost of a Mirror Will is £350. This includes a home consultation meeting, receipt of your draft wills within seven days, a follow up meeting where I will come out with your final wills, go through them with you and act as one of your witnesses, secure storage of your wills and any future amendments you need to make to your wills will be covered by the £350 (For example if you needed to change an executor or beneficiary).
An invoice for our services and your draft wills will be sent to you by email within 7 days of your appointment. Our invoice is payable within 7 days please and payment by bank transfer is preferable.
At the appointment, please have the following documents ready for me to see :
• One form of ID per person (i.e. passport or driving licence)
• Any previous wills you have made (if you have a copy)
Finally, we would like to ask a small favour from you! The growth of our business depends on word of mouth referrals from clients who are happy with the service we have provided. If you know that some of your friends or family have been considering making a new will, revisiting an existing will, or making an LPA, please provide us with their details on the attached form as we would love to be able to help them too! Alternatively, please pass on our details to them and ask them to contact us to make an appointment. We continually run a ‘Friends & Family Scheme’ that means for every client you refer to us who subsequently instructs us to write their will or prepare an LPA, you will receive a £10 voucher as a ‘thank you’ from us!
I look forward to meeting you and if you have any questions in the meantime, please do not hesitate to get in touch.
Share this post: