Before You Make an Appointment | Curtis Parkinson

0115 964 7740 - law@curtisparkinson.com

Coronavirus – COVID-19: Whilst our offices remain closed, all our staff are working and our telephones are fully operational. We’re also offering meetings via video for advice on Wills, Lasting Power of Attorney or Probate and 'Drive In' appointments for Notorial services. As ever, please contact us if you have any queries. More >>

Before You Make an Appointment

Before booking – checklist

Before you book a video appointment with us, please make sure you can satisfy the following:


  • CHECK – Personal Identification Documents

     
    All solicitors (lenders, accountants and estate agents too), are required by law to satisfy the Money Laundering Regulations.These stipulate that we must obtain evidence of a client’s identity. Every solicitors’ practice also has an internal policy which may impose further requirements.

    It is very important that you make sure you have access to a scan or photo of appropriate documents from the list below. We will not be able to proceed unless we receive these documents by email before we arrange a video appointment.

    Full List of Documents

    We will need you to produce by way of formal identification the original of at least one document from List A and two documents from List B for each person.

    LIST A – Confirmation of Your Identity

    Please provide one original document for each person, either:

    • A current original valid signed full passport less than 10 years old; OR
    • Current valid original full UK photo-card driving licence – less than 10 years old

    PLUS

    LIST B – Permanent Residential Address Confirmation

    Please provide two original different documents for each person. They must be less than 3 months old and from different organisations:

    • An original mortgage statement from a recognised lender less than 3 months old;
    • An original Bank / Building Society statement less than 3 months old (not a savings account) with your current address; PLUS the original signed debit card, with a Mastercard or Visa symbol and an embossed sort code and account number matching the statement;
    • An original credit card statement with your current address less than 3 months old; PLUS the original signed credit card with the Mastercard or Visa symbol matching the statement;
    • An original utility bill or statement less than 3 months old – gas, electric, water or telephone (but not a mobile phone bill);
    • An local council tax bill from the current year;
    • An original local council or housing association Rent Card or Tenancy Agreement PLUS original evidence of payment of rent for the last 3 months;

    Please note, scans/photos of copied, internet printed or certified copy documents will not be accepted.

    Each document must give your legal current name and title (i.e. Mr, Mrs, Miss etc.) first forename, surname and current address.

    Documents must be officially changed by you into your current name before they will be accepted. Please contact your Bank / Building Society, Credit Card and or Utility Company for original statements.


  • CHECK – Nature of work

     
    We are unable to act if:

    A client lacks capacity OR
    A matter is likely to be contentious, such as excluding a family member from a Will


  • CHECK – Technology

     
    Before you accept an appointment, please check if your device is video and audio enabled. Also, check you have sufficient bandwidth on your internet supply to enable your video call.

    To reassure you, if you already use a video call service, such as FaceTime, Skype, What’s APP or similar, your device should be fine.

 

Read Our Reviews

Meet Our Lawyers

Maggie Eley – Wills 1

Had my will revised today. Mr Curtis was polite, efficient and explained things well. Would recommend them for this service.

Maggie Eley

Curtis Parkinson
5
2019-09-04T11:08:38+01:00

Maggie Eley

Had my will revised today. Mr Curtis was polite, efficient and explained things well. Would recommend them for this service.

Shirley Bennett – Wills 2

Curtis Parkinson were recommended to us and were exactly as described: kind, patient and helpful. They explained everything, but kept it simple.

Shirley Bennett

Curtis Parkinson
5
2019-09-04T11:10:14+01:00

Shirley Bennett

Curtis Parkinson were recommended to us and were exactly as described: kind, patient and helpful. They explained everything, but kept it simple.

W. H. Watmore -Wills 3

Curtis Parkinson were very knowledgeable but easy going and helped us with setting out our will. I would definitely recommend them.

W. H. Watmore

Curtis Parkinson
5
2019-09-04T11:11:42+01:00

W. H. Watmore

Curtis Parkinson were very knowledgeable but easy going and helped us with setting out our will. I would definitely recommend them.

Joanne Goldstein – Wills 4

All of my meetings were both friendly and professional. They made the process of dealing with my parents' wills and probate a non-complicated process.

Joanne Goldstein

Curtis Parkinson
4
2019-09-04T11:14:10+01:00

Joanne Goldstein

All of my meetings were both friendly and professional. They made the process of dealing with my parents' wills and probate a non-complicated process.

T. King – Wills 5

I'd recommend Curtis Parkinson for their kind and considerate staff. They helped me with my Will and LPA - everything was done on time.

T. King

Curtis Parkinson
5
2019-09-04T11:15:05+01:00

T. King

I'd recommend Curtis Parkinson for their kind and considerate staff. They helped me with my Will and LPA - everything was done on time.

John Harrison – Wills 6

Curtis Parkinson were prompt, efficient and great value for money. They were informal, yet professional and gave good advice.

John Harrison

Curtis Parkinson
5
2019-09-04T11:25:04+01:00

John Harrison

Curtis Parkinson were prompt, efficient and great value for money. They were informal, yet professional and gave good advice.

Michael Eaton – Wills 7

Curtis Parkinson were very efficient - they replaced my old will with a new one in the space of only a week. I would recommend them.

Michael Eaton

Curtis Parkinson
5
2019-09-04T11:25:42+01:00

Michael Eaton

Curtis Parkinson were very efficient - they replaced my old will with a new one in the space of only a week. I would recommend them.

Geoff & Sheila Watnall – Wills 8

Curtis Parkinson dealt with matters without deviating from matters in hand. Quick response, very efficient and likeable manner.

Geoff & Sheila Watnall

Curtis Parkinson
5
2019-09-04T11:26:34+01:00

Geoff & Sheila Watnall

Curtis Parkinson dealt with matters without deviating from matters in hand. Quick response, very efficient and likeable manner.

Rita Welbourne – Wills 9

I've never had a will before so I didn't know why one was needed, but Curtis Parkinson explained it to me. I'd highly recommend them.

Rita Welbourne

Curtis Parkinson
5
2019-09-04T11:27:23+01:00

Rita Welbourne

I've never had a will before so I didn't know why one was needed, but Curtis Parkinson explained it to me. I'd highly recommend them.

Debbie Spencer – Wills 10

Curtis Parkinson helped me to understand will writing. They were friendly and took the time to really go over detail.

Debbie Spencer

Curtis Parkinson
4
2019-09-04T11:28:10+01:00

Debbie Spencer

Curtis Parkinson helped me to understand will writing. They were friendly and took the time to really go over detail.
4.8
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Curtis Parkinson
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