Thank You
Your enquiry has been successful.
You will soon receive an email confirming the date and time of
your Will writing appointment.
In the meantime please make a note of the Pre-drafting
Checklist which you will need to go through before we can
draft your Will:
- Executors - who they will be? Are they willing
to act for you? Are they likely to survive you?
- Guardians - do you have children under the age
of 18? Have you thought about who would look
- After them in the event of your death? Would
your chosen guardian have enough money to care for them as you
would like? Are they reliable, trustworthy and have parental
responsibility?
- Beneficiaries - who are they? Are they under
18? If so, do you want to give the executors power to release money
to them before they reach a certain age?
- Gifts - Have you made any substantial gifts in
the last 7 years which will then be subject to Inheritance
Tax?
- Inheritance Tax - is there any way to avoid or
reduce Inheritance Tax because of your circumstances? If you are
cohabiting, you could save over £100,000.00 by getting married or
entering into a civil partnership.
- Claims against your estate - is there a chance
of any claims being made if you leave someone out of the Will?
Would you want to include an explanation of any exclusion?
- Automatic transfer of property - What property
automatically changes hands irrespective of what your Will says? Do
you own your house as a joint tenant? Do you have insurance
policies written in trust for your spouse or civil partner and
children?
- Specific Items - Are there any specific items
you want to leave to a particular person?
- Specific sums of money - are there any
specific sums of money you wish to leave to a particular
person?
- Residue of your estate - What do you want to
happen to the rest of your estate after all tax and liabilities
have been deduced?
- Your body - do you have any specific wishes as
to what happens with your body after death? Do you want it buried,
cremated, given for medical research or donated for
transplants?
- Pets - Do you have any pets? What would you
like to happen to them on the event of your death? Who would you
like to look after them? Is there a Trust or rescue centre you wish
to give them to?