Preparing your affairs and ensuring you have the right legal documents in place for when you die or become unable to make decisions can be something that is difficult to deal with. However it is important to ensure that, should something happen to you, your family is protected and supported and you can receive the care that you need without distress and uncertainty.
A Will sets out how you wish to distribute your assets when you die, any other wishes you may have such as your funeral arrangements, and who your executors will be – those tasked with carrying out your instructions.
COVID-19 update - Questions you may have about Making a Will with us at this time
During this time we can take instructions to draft new Wills or amend existing ones; however, we have made some changes to best protect you and our staff members and follow Government advice.
- Please telephone us on 0800 0014543 or contact us via this website to arrange an appointment. Your appointment can now currently take place in person, or by telephone or video chat (Facetime, Whatsapp, Skype, Zoom etc.) as you prefer. Once you have had your appointment, we will ask you to make a payment in order for us to conduct the work. This can be done over the phone by credit or debit card.
- We will then draft a Will and send this to you for your approval. We are happy to discuss any changes in the same way or we can communicate by email.
- When you are ready to sign your Will and you cannot attend our offices by appointment we can either send you instructions on how to do this yourself (if you have access to two witnesses who do not benefit under your Will or are appointed as an Executor). Alternatively, we can visit you at home to witness the document. If we are to visit you at home we require an open space in which social distancing can be adhered to and ideally hand washing facilities.
- Who you want to act as your Executor (usually two people);
- Any funeral wishes;
- What assets you have;
- If you want to leave any specific items to someone e.g. jewellery;
- If you want to leave a cash gift e.g. to a grandchild or a charity;
- If you want to leave a gift to someone under 18, at what age would you like them to receive the gift;
- If you have any young children, who you want their guardian to be;
- Who you want the remainder of your estate to go to;
- If there is anyone you have chosen not to include in your Will, who might reasonably expect to be included.
There has never been a more important time to make a Will, or review the Will you have.
Lasting Power of Attorney allows you to grant authority to someone else so that they can make decisions about your financial affairs or health and welfare if, at some point in the future, you become unable to make those decisions for yourself.
When you meet with us, we explain how these two types of documents work and advise on how best to set out your wishes so that what you want to happen does happen when the time comes.