At Haygarth Jones Solictors, we have a duty of care and confidentiality to our clients and therefore have certain requirements when it comes to releasing documents we hold in our storage.
YOUR WILL / LPA / EPA / DEEDS
If you wish to collect your original documents you have with us then you will need to contact us to arrange an appointment. The appointment should take no longer than 15 minutes. We ask that you give us at least 24 to 48 hours notice.
Once an appointment has been made, you will need to bring with you a form of ID. We accept the following:-
We will take a copy of your ID and ask you to sign an acknowledgement form which will be stored on file. You are then free to take your original documents.
YOUR SPOUSE'S WILL / LPA / EPA / DEEDS
If you wish to collect your spouse/partner's original documents because they cannot attend at our office then, again, an appointment will need to be made. You will need to bring with you the following:-
Your own ID
ID for the person whose documents you are collecting; and
Signed authority authorising the release of the documents to you
As above, we will take a copy of both ID's and ask you to sign an acknowledgement from which will then be stored on file.
RELEASING THE WILL OF A DECEASED PERSON
When a person is deceased, we can only release the Will to the Executors of that Will upon receipt of the following:-
ID of all Executors
An appointment will need to be made to collect the Will and the above items can be produced to us at that appointment. We will take copies of these and ask all Executors to sign an acknowledgment form which will be stored on file.
All Executors should be present at that appointment. If this is not possible then the attending Executor should bring signed authority (together with ID) from all other Executors to release the Will to them. If an Executor does not live locally, the signed authority and ID can be emailed to us at firstname.lastname@example.org. Please include the deceased name within the email subject.
If an appointed Executor has passed away then we would require a copy of their death certificate as well.
CONFIRMING TO AN ATTORNEY IF WE HOLD A WILL / LPA EPA / DEEDS
If our client has capacity then we would require signed authority from them confirming authorisation to release the documents to you. You would also need to bring with you some form of ID.
If our client has lost capacity then we would require the following:-
Form of ID for the Attorney(s)
A copy of the registered Property & Financial LPA or EPA which appoints you as an Attorney
If you are appointed as an Attorney under an EPA then we would require a letter from our client's GP confirming they have lost capacity
We will only provide a copy of our client’s Will to a Property and Financial Attorney, rather than the original Will unless directed otherwise by our Client’s LPA.
If the LPA or EPA appoints you to act jointly (and not jointly and severally) with another person(s) then we will also require the above and a letter of authority and ID from the other attorneys in order to release any documentation.