Everyone knows they need a will, but many of us never get round to sorting it. Here we speak to Katie Wigham, the Wills & Probate Partner at Punch Robson, to find out how straightforward the process can be.
Katie, tell us about what happens when someone approaches the firm to talk about making a Will
The first conversation regarding a Will often happens with my assistant, Sarah, who knows the process inside out. She will answer any preliminary questions a potential client might have and discuss our charges with them. If the client still wishes to proceed, Sarah will book them in for an appointment to meet with me or another member of my experienced team. She will also send a factsheet to the client before the meeting. This provides them with the information they will need to think about and bring to the meeting, so that we can advise them fully.
What happens at the meeting?
I have a lot of clients who leave the first meeting saying “that wasn’t as painful as I thought it would be…I don’t know why I put it off for so long”. We pride ourselves on making the process as straightforward as possible. During the meeting, I consider the clients’ family background, their finances and finally, the specifics which they would like to include within their Will. This may also trigger other advice I can provide, either for the Will itself or something related which may benefit them.
What makes Punch Robson’s Will writing service so good?
Your Will is drafted by someone experienced in Will-writing, who is able to consider other aspects you may not have thought of and provide you with the best advice possible. We make sure that each Will gets the right level of legal support and that it really is fit for purpose. It is important to us that we get this right and give our clients a good service so we can build a relationship with them and be there for them and their family in the future. In my case, I live very close to the office so I do tend to bump into clients a lot, and it feels good to know that I am looking after people in my community well.
Tell us a bit more about your professional experience, Katie.
I’ve been working in the area of Wills & Probate for over 8 years. It first interested me because I really enjoy dealing with personal matters where I feel I can make a difference. I have found that I have built up a good reputation in this area now, which means that I get a lot of clients coming back to see me and referring me to their friends and family. I also get recommendations from other local firms and companies, such as accountants and financial advisers.