Making a will

Why make a will?

A Will allows you to leave money and property to your chosen beneficiaries, allows you to appoint guardians for young children and leave gifts to charities and other family members that may not be automatically entitled to a share of your estate.

We appreciate it can be difficult to envisage a time when you’re not there to provide for your family but planning early gives your family the peace of mind to allow you to enjoy your time together.

If you are in a relationship but married or in a civil partnership with your partner, it is particularly important for you to make a Will as the law does not automatically give your partner the same right to inherit as a spouse or civil partner.

Keeping your will up to date

You should renew your Will every 4 years, or after any major life change.

Examples of these life changes are; breakdown in relationships, divorce, more children or inherited assets from another estate.

If the changes you wish to make are  significant, you will require a new Will. If the change is minor then this can be made by a separate document, namely a Codicil.

Will making process

We would book an initial meeting with you to discuss your current financial and personal position. This meeting can be done in person or via telephone.

We will prepare a first draft Will for you to review in accordance with the advice and instructions provided at the initial meeting.

Once approved, we will book an appointment for you to come to our offices or at the comfort of your home for signing.