It is necessary as part of the MyIntent will-writing process for you to provide your identification documents. We will need at least two forms of identity prior to your legal appointment. One can be your passport or photocard driving licence and the other either a utility bill or bank statement showing your name and address and dated within the last three months.
We appreciate certain bills and statements are now issued online only. If this is the case you can send us a scan or screenshot of the document.
We will then ask you to show your phone or screen to the camera during your legal appointment so we can have sight of the original from where you have taken the scan or screenshot.
It is extremely important that we verify your identity as part of the will-writing process, the main reason being the prevention of fraud.
When you accept our terms and conditions, you also agree to complete our GetAccept client care letter, which details our requirements in terms of providing your identity documents. This ensures that we are complying with our own customer due diligence requirements and ensures we are only facilitating the making of a Will, which is the disposal of assets and potential transfer of the legal guardianship and responsibility of your children for those that actually have the legal ability and authorisation to do so.
Clearly, the greater the risk, the greater the need to verify identity and although it may be seen that the area of will-writing is one of the more low risk areas, it is still a requirement of our process that these checks are completed and that we are satisfied that the Will writer is the person they say they are.