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Wills, Probate & Trusts

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Planning ahead - Steps Involved

  • 1 Decide who gets what

    Whether this is your first will or you’re updating an earlier one, it is only by having an up to date will that you decide who gets what. You will also have other important decisions to make, such as your funeral wishes and guardianship for any children you have. One of our specialist lawyers will guide you through what you can cover in your will and make sure your aims are achieved.

  • 2 Legal responsibility for carrying out your wishes in your will

    As part of the will making process you’re able to appoint someone you trust to have responsibility (and legal liability) for carrying out the wishes set out in your will. To save placing a burden on your family we can offer to do this for you. We’ll guide you through your options.

  • 3 Optional extra: appoint a Lasting Power of Attorney (LPA)

    As well as having a will, you should consider if you need the extra legal protection of an LPA. Without an LPA your partner or family cannot automatically take over if anything happens to you so that you are no longer able to make decisions for yourself. Having an LPA means that you can appoint someone now - someone you trust to make those decisions for you (if the time comes).

  • 4 Amendments and approvals

    As part of our service we’ll give you your draft will (and LPA if you decided to have one). Your lawyer will ensure you fully understand them and whether you want to make any changes so that they reflect your wishes. Your solicitor will ensure you fully understand it and that you’re happy it reflects your wishes. This is your chance to ask any questions you have and make any alterations needed.

  • 5 Signing

    To avoid problems for your family, we’ll ensure you sign your will (and LPA if you’re also having one) properly. We’ll also make sure they are witnessed correctly. This is essential; if mistakes are made it can make your will invalid. We consider this to be an important part of our service to you.

  • 6 Secure Storage

    Finally, we offer free secure storage of your will. With us there are none of the annual charges you get with other companies. Our service means that the latest version of your will can be easily found when the time comes

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