• Immediate Clarification: You can ask questions and receive immediate answers, helping to clarify any uncertainties or complex issues related to your estate planning.
• Comprehensive Understanding: Direct interaction helps ensure that your instructions are fully understood and that any nuances in your wishes are accurately captured.
• Verification of Identity: A face-to-face appointment provides an opportunity for the professional to verify your identity and capacity to make a Will, reducing the risk of potential challenges to its validity.
• Detailed Discussion of Assets: It allows for a thorough discussion of your assets and how you wish them to be distributed, including any specific instructions or conditions you may want to include.
• Addressing Special Needs: If you have special circumstances, such as complex family dynamics or unique assets, a face-to-face meeting ensures these are carefully considered and appropriately incorporated into your Will.
• Ensuring Compliance: An in-person appointment helps ensure that all legal requirements and formalities are met, such as witnessing and signing procedures, which can vary by jurisdiction.
• Building Trust: Personal interaction fosters a sense of trust and rapport with the professional handling your Will, which can be important for your peace of mind and confidence in the process.
• Customised Document Preparation: The professional can immediately start drafting your Will based on the detailed information and preferences discussed during the appointment.
• Potential for Immediate Updates: If needed, you can make on-the-spot adjustments to your Will, ensuring that the final document accurately reflects your intentions.

Overall, a face-to-face appointment provides a more thorough, personalised, and secure approach to creating your Will, helping to ensure that your wishes are clearly articulated and legally sound.