Letter to GP requesting assessment of capacity to make a Will


Published by a ³ÉÈËÓ°Òô Private Client expert
Precedents

Letter to GP requesting assessment of capacity to make a Will


Published by a ³ÉÈËÓ°Òô Private Client expert

Precedents
imgtext

[insert name and address of GP]

[insert date]

Dear Dr [insert name of GP]

[insert full name, address and date of birth of Client]

I have been consulted by [insert name] who I understand to be your patient. [He OR She]  has requested that I draft a [new] Will on their behalf. The main terms of that proposed Will are that [insert basis details of the terms of the proposed Will].

Having spoken to [him OR her] and with [his OR her] [insert relationship and name of person where appropriate eg daughter, etc] I have some concerns as to the mental capacity of [insert name of client] to give instructions for a Will.

I wish to comply with my instructions but cannot do so unless I can be assured that [insert name of client] has capacity to make a Will and is not suffering from an impairment of, or disturbance in the functioning of, their mind or brain such that [he OR she] is unable to make decisions concerning the making

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Jurisdiction(s):
United Kingdom
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Client definition
What does Client mean?

The person(s) on whose behalf the firm is providing a service.

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