Making a Will means you can set out who will benefit from, and enjoy, your money and personal possessions after your death.

You can explain your wishes for your funeral, provide for your pets, and decide at what age young children should be able to receive their inheritance.

f you’ve not made a Will before, or perhaps you’ve not made a Will for many years, you may be anxious about what is involved and how long it will all take.

Firstly, you’ll be asked for your own details – your full name, address and date of birth.

  • You will be asked who are your closest family members, and for details of their names and addresses if they are to benefit under your Will.
  • You will be asked what you own, together with an indication of the present value, and we will look at what can pass under the terms of your Will. 
  • You will receive an explanation of how your money, property and personal possessions (your estate, in other words) would be distributed if you didn’t make a Will.
  • You will then be able to explain how you would like your estate to be distributed.

We like to meet with you in person to obtain all this information.

You will be given a draft of your Will, to read through and check that you are still happy with the instructions you have given. 

If you don’t want to make any changes, we will prepare a final copy of your Will and arrange to visit you to witness you signing it.

If you would like to know more about making a Will, please get in touch:

T: 07860 772274