Wills

Do I need a will?

The short answer is, yes. There are many benefits to having a will in place regardless of your asset position. We are all concerned about our loved ones and how they will cope with our passing. The last concern a loved one may wish to have is uncertainty surrounding financial affairs or jumping through the hoops to establish themselves as the right applicants under the laws of intestacy which apply when someone passes away without a will in place.

What do I need to consider before instructing a lawyer?

Our team of experts will guide you through the process and advise on any further steps required for the satisfactory completion of your will. However, if you wish to be prepared, we recommend that you consider who you will appoint as your executor and consider any specific gifts you may wish to bequeath.

What is an executor?

An executor is the person you choose to administer your estate. They are responsible for ensuring your estate is distributed in accordance with your will. An executor generally engages a lawyer to assist them through this process. We recommend having at least one primary executor (usually a spouse) and a secondary executor just in case.

What is a beneficiary?

A beneficiary is a person who benefits from your estate. It may be someone you have left a specific gift to or someone who takes your entire estate. It is important to obtain legal advice when choosing your beneficiaries as their are laws relating to family provision claims if you choose to try avoiding a usual beneficiary like a child.

Can I donate to a charity in my will?

Yes, you may donate to charity or set up charities in your will. As part of our process, we will ensure we comply with the recommendations of the charity of your choosing to ensure the gift is received.

Can I change my will?

Yes, at any time you may either write a new will or change the will by way of a codicil. Our experienced team ensure that your will is prepared for longevity and will not require updating if your circumstances change. However, if a minor change is required within 12 months of signing, contact our team to discuss options to avoid incurring the same costs.

How do I get started?

Call or email us to set up an obligation free consultation today