Interview Flashcards
(4 cards)
1
Q
Introduction
A
- Good Morning
- My name is Abbie Webb and I am a newly qualified soliciotr at the firm.
- Thank you for taking the time to come in and meet with me today
- Is it ok if I take notes?
- Structure: Questions, Advice, Next steps
- Is there anything you would like to ask me at this stage?
- Confirm client details + preferred method of communication
- Why are you here today?
2
Q
General Qs for property sale
A
- Address
- Purchase Price
- Buyer (+ address)
- Agent
- Buyer’s solicitor
- Completion Date (timelines)
- Main residence
- Ownership
- Key agreements to date
3
Q
General Qs for property purchase
A
- Address
- Purchase Price
- Agent
- Seller
- Seller SOliciotr
- Ownership
- funding - mortgage
- SDLT - 1st time buyer / proeprties
- Surveys
- Searches
4
Q
General Qs for Wills
A
- Deceased
- Date of death
- Will - valid / last will
- Family members
- Assets
