Winterborne Legal Services
Wills & Trusts in Bridport
A basic family Will allows you to choose:
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- Who will be responsible for winding up your personal affairs after your death? This person is your executor.
- Your funeral arrangements. You can include detailed instructions about your funeral, or simply say whether you would wish to be buried or cremated
- A guardian to raise your children until they reach the age of 18. You can leave your chosen guardian instructions on how the children should be raised
- Who will inherit everything that is left after your executor has paid your debts and liabilities? A married couple making a family Will usually choose to leave everything to each other, and then to their children.
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Wills – Fixed Fees
I believe in keeping things simple and transparent. My Willwriting service is offered
on a fixedfee basis, so you know exactly what the cost will be from the outset.
- Single Will: £325
- Pair of Mirror Wills: £495
- Trust Wills: Wills which include a trust (for example, a share of your property)
£695 for a pair of Wills - More complex trust arrangements, such as Discretionary Trusts, may attract a
higher fee. I will always explain this clearly before any work begins.
Every Will includes: - A friendly, nojargon discussion about your wishes
- Personalised advice to help you make the right decisions
- A professionally drafted Will
- Any necessary revisions
- Guidance on signing and witnessing
- Optional secure storage
If your situation requires more detailed planning, I will always explain this clearly and provide a tailored quote before any work is carried out.
Key stages in preparing a Will
The process of preparing a Will varies depending on individual circumstances, but it typically includes the following stages:
- Initial discussion to understand your personal and family circumstances, identify your priorities, and outline the options available to you.
- Taking your instructions, either in person or remotely, and confirming the information needed to draft your Will
- Preparing a draft Will based on your instructions and sending it to you for review, together with any explanations needed to help you consider your choices.
- Discussing any amendments you may wish to make and updating the draft accordingly.
- Arranging for the Will to be signed in accordance with the legal requirements, with guidance on how to ensure the signing is valid.
- Providing you with a final copy and offering safe‑storage options if required.
Wills & Trusts
Read through our posts for helpful information regarding wills and trusts or get in touch to book a consultation.
TRUSTS
Trusts are not just for the wealthy. They have been used by ordinary families for many years to provide for minor children or disabled family members. They are also used to protect assets against the potential divorce, death or bankruptcy of beneficiaries. Will Trusts are used in the same way
TRUSTEES
Are you the executor of a Will which includes a Will Trust? If so, you may also be the Trustee of a Will Trust created by the Will. Will Trusts were used for many years before the law changed to allow married couples to transfer unused Inheritance Tax allowances on
WHY USE A TRUST?
Will Trusts are flexible and can provide for many different family circumstances. How are they flexible? Well, your beneficiaries can be given a fixed entitlement or interest. This means that they and your Trustees know from the start what the beneficiaries are entitled to receive. For example, your beneficiaries could
JOINTLY OWNED PROPERTY
If you and your other half, whether married or cohabiting, jointly own your home or other property, you are said to be holding it on a trust of land. Under the law in England and Wales, there are two distinct and separate ways of owning houses and land, and how
BEING A TRUSTEE
The executor of your Will may also be a trustee, if a trust is created under the terms of your Will. A trustee is someone formally appointed to manage the assets of a trust for the benefit of others (known as the beneficiaries). The trust must be administered in accordance
MIRROR WILLS AND MUTUAL WILLS
You may have heard these terms, or read about them when you were looking into making a Will. So, what are Mirror Wills and Mutual Wills? MIRROR WILLS Mirror Wills are often used by married couples to provide for their estate to pass to each other, and then to their
If you would like to find out more about how we can help you, or have any queries, please get in touch.
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