Change of Name Deed

Updated May 14th, 2025

Task 1 File Opening

Allocate a Custom Questionnaire

Change of Name File Opening

Send Standard Document

Client Care Letter

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Task 2 Draft Change of Name Deed

Allocate a Custom Questionnaire

Change of Name File Opening

Send Standard Document

Change of Name Deed

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Send Standard Document

Letter to Client confirming Deed drafted

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Add a Keydate to Matter

CHASECLI. 5 Days – Chase Client to Make Appointment to Sign Deed

Task 3 Sign Change of Name Deed Appointment

Allocate a Custom Questionnaire

Client’s New Name

Send Standard Document

Client enc. certified copies Deed

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Document pack for this workflow

Blank client letter

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Change of Name Deed

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Client Care Letter

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Client enc. certified copies Deed

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Letter to Client confirming Deed drafted

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