Wills & Storage
We’re here to help you leave things as you wish
The importance of having a Will can’t be stressed enough whether you’re young and just bought a property with plans to start a family or you’re older and have amassed a significant amount of wealth – leaving the risk of your loved ones not inheriting from your hard work just isn’t an option.
If you die without a Will, then the Government decides who will inherit your estate in accordance with the Laws of Intestacy in which case your spouse may end up sharing your estate with your children or parents, or if you are an unmarried couple, then your partner may not get anything; and even worse an ex-spouse could be the eventual beneficiary.
Making a Will is about ensuring that what you have, goes where you want to, and looking after the people you care most about.
Whilst a Will gives piece of mind, it has to be the right type of Will – one that is professionally drafted to take into account your wishes, and your personal and financial circumstances, and will make things as easy as possible for your executors.
Will Writing
Many standard Wills are formed based on basic instruction; we provide detailed advice in simple terms to ensure our Wills are as protective as possible on YOUR terms for YOUR individual situation.
We also provide Will Amending Services as Wills should be reviewed every few years as wishes, value of assets and the law may have changed.
With the right Will you can
Specify whom you wish to inherit your estate, in what order and in what proportions.
Make specific gifts to family, friends or even to your favourite charities.
Appoint suitable guardians for young children.
Arrange maintenance trusts for children, to protect their inheritance until a specified age.
Ensure the inheritance of your children or other beneficiaries should the survivor re-marry.
Help reduce Inheritance Tax, and can even help to reduce the effects of nursing care fees.
Will Storage
In order to avoid losing your Will (accidental loss, burglary, damage) we are able to arrange professional storage. We offer a friendly, professional and client-focused Will storage and Estate Administration Service. Each Will is stored in a safe and secure storage facility and is clearly marked with a unique reference number. Your Will is insured against loss or damage, and is registered with WillData, the National Will Database, to ensure your Will can be found at the time of your death. Not only does this give piece of mind but as part of the storage agreement you will receive:
- Certificate of storage
- ID cards for your Executors
- A discount on future amendments to your Will
- Signed copy of your Will for your records
- Letters to your Executors / Trustees and Guardians confirming their appointment and duties
- Probate helpline for your Executors informing them what to do in the event of your death
We can offer an annual or Lifetime Storage option to give you complete peace of mind about the long term storage of your Will. If you would like to discuss your options or arrange storage for your Will, please get in touch.
FREE Review of Your Existing Will
Adhering to UK Law for your Benefit
Our approach aligns with UK law to maximise your gain economically, all while upholding the highest standard.
We are committed to the highest levels of service and adhere to a strict Code of Conduct – your guarantee of a quality and a professional service.
All of our work is double-checked, and we also carry a substantial level of Professional Indemnity Insurance for your added peace of mind.
GET IN TOUCH
Contact our friendly team and we will arrange your no obligation home visit. We can visit at a time that suits you, or you can book a Zoom call if you prefer.
MEET WITH OUR EXPERTS
During your appointment, we’ll listen to your wishes and discuss your options. We ensure you have a thorough understanding of the whole process.
YOUR WILL PRESENTED
Following your approval your documents are presented to you for signing with full instructions, then your final documents should be with you within 2-3 weeks.