A step by step guide to the process for preparing a will and power of attorney.
1. Apply online
Our form takes you through key steps and can be used by individuals and couples. In the online form you will be asked if you wish to leave a gift to charity and you can select Cancer Research UK from the drop down menu of options. Once complete, you will be asked to book a phone appointment with our team. A simple will is free to you through Cancer Research UK’s free will service. If your will is more complex (for example includes a trust or a high number of legacies), or you would like additional services like a power of attorney or living will, the cost of these will be calculated by our system and shown at the payment page. If the costs of writing your will exceed the fixed sum you are responsible for the additional amount. When giving instructions you should check that the cost of the will is covered. Before making payment, if required, you can make any final changes.
2. Speak with one of our team
You will receive a telephone call at your chosen time to enable us to confirm the information you have provided. You will also be able to ask us any questions or discuss any concerns. The telephone call will usually take around 15 minutes.
3. Review your draft documents
You will receive your draft documents for review within 10 days of your call with a member of our team. You should check that the documents reflect your wishes and then contact us to arrange a convenient time to sign your documents.
4. Meet a solicitor
As we have not met you in person prior to this step, we do need to meet with you. We can discuss what option will be most suitable for you to sign your documents when we confirm your information. This should take about 15 minutes and will be no longer than 30 minutes. COVID-19 update: All face to face meetings will be replaced by a suitable alternative.
5. Brodies store your will
Following the meeting, you will receive copies of your documents for your records and the principals will be stored by Brodies at no additional cost.
COVID-19 UPDATE: Following the guidance outlined by The Law Society of Scotland, all face-to-face meetings will be replaced by a suitable alternative, such as a video call. This will be discussed fully with you.