For you and your Family

Requesting Original Documents - Wills and LPAs

Requesting Original Documents - Wills and LPAs

Complete the ”release of documents” form at the bottom of this page and complete with all required information. Upon completion this form will be sent to Claire Porter who will contact you to arrange a suitable time for you to collect the requested documents.

Please allow us 10 working days to obtain your original document from storage and to arrange collection by you of the same.

Will

We can only release an original Will to the Testator. We will require the Testator to produce photo ID and proof of address.

If you require a certified copy of your Will, there will be a charge of £5 per certified page and payment can only be taken in cash.

Please allow us 10 working days for a certified copy.

Lasting Powers of Attorney (LPAs)

You will be required to provide photo ID and proof of address.

If you require a certified copy of an LPA, please note there will be a charge of £40 per certified copy and payment can only be taken in cash.

Please allow us 10 working days for a certified copy.

Release of your documents to another person

Complete the “release of documents” form at the bottom of this page and complete with all required information. Upon completion this form will be sent to Claire Porter who will contact you to arrange a suitable time for you to collect the requested documents.

Please allow us 10 working days to obtain the original document from storage and to arrange collection by you of the same.

Will

We will only release an original Will to the Executor(s) named in the Will, if the Testator has passed away and upon receipt of the Testator’s death certificate. We will also require all Executor(s) to produce their photo ID, proof of address and their consent for us to release the Will.

Appendix A

If the Executor(s) require a certified copy of a Will, there will be a charge of £5 per certified page and payment can only be taken in cash. Please allow us 10 working days for a certified copy.

If you are an attorney, we can only provide a photocopy of the original Will. We will require a copy of the Lasting Power of Attorney/Enduring Power of Attorney, together with the attorney’s photo ID and proof of address. If there is more than one attorney and they are appointed jointly, we will require photo ID and proof of address from all attorneys.

Lasting Powers of Attorney (LPAs)

The original LPA or certified copies will only be released by us to the attorney(s) named in the LPA(s) if the attorney(s) have a letter of consent from the donor (the person who made the LPA), or a letter from the donor’s GP/medical professional confirming that the donor no longer has capacity to give such consent. The attorneys will also be required to provide their photo ID and proof of address. If there is more than one attorney and they are appointed jointly, we will require photo ID and proof of address from all attorneys.

If the attorney(s) require a certified copy of an LPA, please note there will be a charge of £40 per certified copy and payment can only be taken in cash.

 

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