Making a Will and Protecting the People Who Matter Most
Making a Will is one of the most thoughtful and caring steps you can take to protect your family, your assets and your wishes. It provides clarity, certainty and reassurance at a time when your loved ones will need it most.
We focus exclusively on Wills and Estate Planning, helping individuals and families put robust plans in place that reflect their personal circumstances.
“Our aim is simple: to give you peace of mind by ensuring your wishes are clearly set out and legally effective”
Why Making a Will Matters
Without a valid Will in place, your estate will be distributed according to the law, not your wishes. This can often lead to outcomes that are unexpected, unsuitable or distressing for those left behind.
A Will allows you to:
- Decide exactly who should inherit from you
- Protect children and vulnerable beneficiaries
- Reduce stress, delay and unnecessary costs for your family
- Plan ahead with confidence.
Common Misconceptions About Wills
Many people delay making a Will because of common myths, including:
“My spouse will automatically inherit everything.”
This is not always true. Under the intestacy rules, married couples and civil partners do not necessarily inherit the entire estate, particularly where children are involved.
“My partner will be looked after.”
Unmarried partners have no automatic right to inherit, regardless of how long they have lived together.
“I’m too young to need a Will.”
Life is unpredictable. A Will is relevant at any age, especially if you own property, have children or wish to control who benefits from your estate.
What Happens If You Don’t Make a Will
Dying without a Will can result in:
- Your estate being divided under the intestacy rules
- No say over who benefits from your assets
- Unmarried partners receiving nothing
- Delays and increased administration costs
- Additional stress and uncertainty for your family.
For Parents
A Will allows you to formally appoint guardians for your children under the age of 18. Without this, the decision may be made by the courts or local authority at a time of crisis, rather than by you.
Protecting Your Assets and Your Family’s Future
- Ensure children inherit as intended
- Protect assets from future relationships or remarriage
- Minimise inheritance tax where appropriate
- Safeguard the family home
- Provide structure and protection through trusts where suitable.
You may also wish to:
- Exclude certain individuals from benefiting
- Leave gifts to friends, colleagues or charities
- Specify who should receive personal and sentimental items.
These wishes can only be properly addressed through a valid Will.
Our Commitment to You
Your peace of mind and your family’s future security are at the heart of everything we do. We take the time to listen, understand your circumstances and explain your options clearly, allowing you to make informed decisions at your own pace.
We don’t believe in a one-size-fits-all approach. Every Will we prepare is tailored to reflect your needs, priorities and concerns.
Our Simple Five-Step Process
Initial Appointment
We can visit you in the comfort of your own home. We also offer online meetings for those who wish to schedule a meeting to fit in with a busy lifestyle.
Consultation
We will talk through your wishes, family circumstances and estate planning options, ensuring you have time to ask questions and explore your choices at a pace which suits you.
Drafting Your Documents
We will prepare your Will and any related documents and provide a draft for your approval, either electronically or by post, whichever you prefer.
Signing
We will oversee the signing of your documents, ensuring they are executed correctly and become legally binding.
Secure Storage
If you choose our secure storage service, we will safeguard your documents for you through the ‘National Will Safe’. Rest assured, you will also retain a copy for your records.
Types of Wills
Single Will: Suitable for an individual.
Mirror Wills: Commonly used by couples, including married couples, civil partners and cohabiting partners.
Wills with Trusts: Designed to provide additional protection for assets, beneficiaries or tax planning where appropriate.
Which Will Is Right for Me?
We will assess this following our meeting and discuss this with you.
The way we work allows you to:
- Ask questions about making a Will
- Understand your options clearly
- Receive an upfront explanation of costs
- Decide what level of protection is right for you.
Our role is to ensure you are fully informed and supported, whatever you choose.
Prices start from £350. The fees for our work will be disclosed and agreed before work commences.
Take the First Step
Making a Will is an investment in certainty, clarity and care for those you love.
Contact us today on 01476 240230 or drop me a line at [email protected] to arrange your assessment and take the first step towards peace of mind.
