The importance of face to face meetings

At Casey & Associates we strive to maintain excellent levels of customer satisfaction. The starting point for this is a friendly face to face meeting in the comfort of your own home. Whilst there are a number of reasons why we prefer to meet in person, one of the more significant reasons is that we want to ensure that no one is influencing you, our client. Sometimes influence or coercion can be very subtle. It is essential that your Will truly reflects your wishes and at Casey & Associates we like to be sure that this is the case.

A recent article in the national press regarding a carer potentially coercing a wealthy pensioner shows how important this is. It is believed that the carer, a distant relative by marriage, not only coerced the gentleman at a time he was believed to lack mental capacity, but also assisted him with the signing of his Will. The now deceased pensioner, a retired banker, had previously made a Will in 2008 in which he appointed his three siblings as executors. He is thought to have had a close relationship with his siblings, who were each due to received 26% of his estate. His niece, nephew and a close friend were also due to benefit from his 2008 Will.

It is alleged that his carer took control of his life and excluded his siblings from further involvement with him. Two days before he died in 2014, a new Will was created. Under this Will, 40% of the estate was to go to the carer and her children.

The 2014 Will has since been challenged. The judge ruled in favour of the 2008 Will.

As professionals, regulated by the Society of Will Writers, we ensure that each person we meet has the testamentary capacity to create a Will and we carry out rigorous checks to make sure our client is not being influenced or coerced. The best way to do this is during a face to face meeting.

If you would like to meet with one of our Consultants to discuss any of the issues raised here or any other Estate Planning topic please telephone 01732 868190 or click here.

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