We understand that it is tempting to put off making a will. It's not a job that any of us look forward to doing. But if you die without making a will your estate will be governed by the rules of intestacy. This can mean that your spouse or partner will not inherit the whole of your estate, or your estate may not be distributed in the way that you wish. Even worse, if you are cohabiting, your partner may have to go to court to receive any financial assistance from your estate.
Drawing up a will enables you to take control of your affairs, to give you the opportunity to choose your executors and to ensure that your family will be looked after as you would wish them to be. Many of our clients choose to appoint us to work with family members as executors and we are always happy to do so. Generations of families have entrusted us with helping them at this difficult time. We will also advise about the appointment of guardians and ensure that appropriate arrangements are in place for any children you have.
With more and more people having second families, making sure that everyone is looked after can be a complicated business. We can help you by discussing your circumstances and ensuring that the interests of both families are properly catered for. If you have concerns about disabled or vulnerable beneficiaries we will discuss these concerns with you and advise how best to protect them.
One of our specialist and experienced team will meet you to discuss your circumstances to make sure that the will is appropriate for your needs. We like to meet with you to ensure that we understand your circumstances properly. We often find that when we meet with you things are not as you thought they might be. Sometimes they are more complicated and some are more straightforward. However, most of the questions we ask are simple and there is no reason why they cannot be dealt with at a preliminary meeting.
Once your will has been prepared and you are happy with it, we will arrange a short meeting so that the will can be signed by you and witnessed by us. We will then securely store the will on your behalf.
We advise that your will should be regularly reviewed to reflect any change in your circumstances. These might include marriage or civil partnership, divorce, the birth of children or grandchildren, or any other change in your financial circumstances.
When it comes to talking about wills, we are good listeners, so let's talk.