Last Will & Testament

EVERYONE should have one, no matter how young or old you are, ensuring your wishes are followed.

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Wills

It is not surprising to learn that 31 million UK residents are at risk of dying without a Will, so act now and write your Will today as it could be your last chance to make an impact on the world. So protect your tomorrow, by acting today. Once we have prepared your Will, you will have the peace of mind to know that your loved ones will be looked after at a time when they will need it most.

Why do I need a Will?

  • To ensure complete control of what happens to your assets when you die.

  • To ensure your children, your family & friends have the security they deserve.

What happens if I do not have a Will?

  • Without a Will your assets will be divided according to the law which may not meet your wishes.

  • The legal process to take care of your estate can take years to resolve, potentially leaving your dependants in financial limbo.

  • If you are married with children, your spouse may not automatically inherit everything you own.

  • Instead, your assets may be divided between your spouse and your children.

  • If you are not married, your partner may not inherit any of your assets and they may have to vacate your/their home.

ESTATE PLANNING & ASSET PROTECTION FAQs

  • The answer to this is totally subjective and can range from pounds to hundreds of pounds, dependent upon how much is needed to protect the risks we may identify in your estate. Obviously, the larger your estate, or the more complex, the more legal documents and strategies will be implemented to protect you. As a company we pride ourselves on giving the best service for a price that cannot be beaten.

  • Unfortunately, if you do not have a Will, your estate will be distributed in accordance with rules set out by law. These are called the ‘Intestacy Rules’ and mean that your wishes will not be followed. An example of this may be that if you have a large estate and wish for all your monies and assets to be transferred to your spouse in the first instance, intestacy dictates that only the first £250,000 would go to your spouse and the rest split equally between your children.

  • Probate is the legal process of distributing the assets once belonging to the deceased via a trusted executor to the beneficiaries.

  • Depending upon the complexity of the estate, will depend upon how long Probate will take. It would be hopeful to complete the process within 8-12 months.

  • Probate is required whenever the deceased owned property (the family home, ISA’s, shares, bonds or savings of a certain amount in their bank account).

HOW IT WORKS

The Branch Process

Complete our enquiry form, send an email or give us a call.

Our estate planning team will be in touch to find out your situation.

We will provide you with our fee quote to undertake your estate plan.

Your estate planner will liaise with you to assess your estate and create your tailored plan.

Our annual review will ensure your estate plan is up-to-date to reflect any changes you have made or any legal changes.