Making a will

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Prepare by telephone

Prepare by Telephone or email

If you prefer not to be visited at home, or if you live outside our area, we can telephone you at a time to suit you, where they will discuss at length all your options, guiding you with plain speaking and straight forward questions. We can send you a detailed form to prepare for online instructions.

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If you want to protect your family and ensure they inherit as much as possible you should start planning now.

This will allow you to consider the various options to take maximum advantage of inheritance tax allowances and also to protect a substantial part of your home against Long Term Care fees.

Writing a Will can safeguard the future of those you care most about. It ensures that you continue to provide for your family even after you’re gone. It’s easy to put off but essential that you don’t.

family

However you decide to instruct us, we will draft documents that ensure your wishes are carried out effectively. This process usually takes up to 14 days but is often quicker.

Who can make a Will?

Every adult can and should make a Will provided they are at least 18 years old and of sound mind.

Who should I use?

The majority of solicitors, Will Writers and legal services professionals working for the banks are honest, hardworking and try to offer value for money.

However, their fees are often hidden in the small print and overlooked. Forewarned is forearmed.

If you have already made your Will or Power of Attorney, there is still time make sure you don’t pay too much if you’re not happy with the fees.

How much

Will writing in the UK is not regulated so solicitors and law firms are facing pressures from the competition. Most lawyers now have fee-earning targets to meet to justify their salaries and are required to bill at high rates and often will try to sell you more legal services.

See our blog here

Who should I use?

There is a potential conflict of interest when lawyers recommend their own law firms, or banks recommend themselves, to act as professional executors in a Will. Is it really best advice to appoint the law firm or bank as executor? All too often there is a commercial decision being made and sometimes Will are sold cheaply because of the substantial amount of revenue generated by the probate work.

Usually, the best advice is for the client’s family to obtain legal advice as and when they require it. This is easily achieved by advising the Testator to appoint family members to act as Executors and/or Trustees.

How much

The family members could then choose their own legal adviser to assist with any probate and/or administration and/or Trust work and not appointing the law firm or bank drawing up the document.

Once a lawyer or bank is called upon to act, a further conflict of interest becomes clear as the lawyer who is doing the work and charging for it is also the same person who has to approve the bill.

Piggy bank

If a lawyer or bank is named as the Executor in a Will they have the right to administer the estate of the dead person. As a professional executor they will receive payment, and most often, an extremely large payment!

Probate work has a reputation amongst lawyers and banks for being a particularly profitable line of work. This often to leads to extra work, such as conveyancing [legal work of selling property], that often comes with the probate work. They will also more than likely carry out the income tax and accounts work themselves also.

If they are not named as Executor they will need to negotiate a competitive fee to secure the work.

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