What We Can Offer You

A simple Will does not include any Will Trusts (listed below) and relates to no more than one property and no more than 5 beneficiaries.  

An Intermediary Will includes a Life Interest Trust and applies to multiple properties and multiple beneficiaries.

A complex Will includes multiple Will Trusts, relates to multiple properties and multiple beneficiaries.  

Will Trusts are legal tools that allow someone to benefit from an asset without being the legal owner of the asset. A Will Trust is created within your Will to allow you to protect your assets that you hope to pass on to your family. You can create the trust and appoint people to manage it (the 'trustees'), on behalf of those who will receive the benefit of the assets of the trust (the 'beneficiaries). It is important to note that a Will Trust only comes into effect once you pass away and has no impact while you are still alive. There are various Will Trusts with different purposes, please contact us for more information regarding Will Trusts.

 Updating your Will is only necessary under certain circumstances, please read the below and ensure it is necessary before contacting us to update your Will.   

Cases when you need to update your Will:

- You want to add a specific gift to your Will or make a change to the beneficiaries 

- You want to change your appointed executors 

- All of your executors or beneficiaries have passed away 

- You have married, divorced or had a child 

Cases when you do not need to update your Will:

- Your address changes (you will just need to give us your new address for correspondence purposes) 

- Your executor or beneficiary gets married (or changes their name) and/or change of address 

- You wish to change your funeral arrangements 

 In order to update your Will with us, please send us a letter via post or email stating what you would like to change in your Will. Please ensure you quote your client reference number so that we can allocate the request correctly. Once we have received and processed your request, we will contact you via telephone to confirm your instructions verbally. Thereafter, we will send you the new Will to sign and have witnessed.  

 We offer individuals and families a reliable solution for safeguarding one of their most important legal documents, their Will. This service ensures that your Will is stored securely, remains easily retrievable when needed, and is protected against loss, damage, or unauthorised access. 

Without proper storage, a Will can be misplaced, destroyed, or challenged. This service provides reassurance that your final wishes will be honoured, and your loved ones supported with clarity and confidence. 

Some key elements of our storage feature are: 

• Wills are stored in a tamper-proof, fire-resistant facility, ensuring long-term preservation. 
• Authorised parties can access the Will quickly when required. 
• Storage protocols align with regulatory standards and best practices. 

Without proper storage, a Will can be misplaced, destroyed, or challenged. This service provides reassurance that your final wishes will be honoured and your loved ones supported with clarity and confidence. 

  A Lasting Power of Attorney (referred to as a LPA) is a legal document, recognised by the Court, appointing one or more individuals to make decisions in the best interest of a protected party. An LPA is typically used when the protected party no longer has the mental capacity to make decisions in their own best interest, which can arise following an accident or as a result of an illness such as dementia. There are two types of lasting powers of attorney (LPA):   

o Property and Financial Affairs – covers decisions about money, property, and bills 

o Health and Welfare – covers decisions about medical care, daily routines, and living arrangements 

You can choose to make one type of LPA, or both. You can appoint either the same individual or different individuals to be your property and financial affairs LPA, as well as your health and welfare LPA, but note that you will need to fill out two separate appointment documents regardless. It is important to note that whoever you appoint as your attorney in your Property and Financial Affairs LPA cannot make decisions regarding your Health and Welfare, and vice versa, unless named in both LPAs.

Property and Financial Affairs LPA 

 A property and financial affairs LPA gives the person you have appointed (your "attorney") the power to make decisions on your behalf regarding money and property. You are able to choose whether your attorney should have authority to make decisions on your behalf while you are still able to make decisions yourself (i.e. you have “mental capacity”), or only after you lose mental capacity. A property and financial affairs LPA can include making decisions on the following issues:   

o  Buying, selling, or maintaining property; 

o Paying bills, including your mortgage or care fees; 

o  Managing benefits, income, or inheritance; 

o Opening/closing bank accounts; 

o Dealing with your tax affairs; 

o  Applying for funding for care or home adaptations; 

o  Purchasing necessary equipment or a vehicle; 

o  Making investment decisions on your behalf. 

Health and Welfare LPA 

A Health and Welfare LPA can only be used once you are no longer able to make your own decisions (i.e. you have “lost mental capacity”). It allows your attorney to make decisions about healthcare and personal welfare, including the following:   

o Where you should live; 

o Medical care/treatment you should receive; 

o Your daily routine, including eating, washing, and dressing; 

o Who you should have contact with; 

o Whether you should have life-sustaining treatment in the event of you becoming seriously unwell.  

 You can choose to limit your attorney’s powers or allow them to make all decisions on your behalf. 

Trying to understand the overwhelming legal processes during the emotional time of losing a loved one can be challenging. While it is possible to handle probate on your own, the complexities involved usually make it quite a daunting task. Our team brings a wealth of knowledge and experience, providing peace of mind for you during a difficult time. We ensure the process is handled efficiently, reducing your stress and allowing you to focus on what matters most: remembering your loved one. What we handle on your behalf:  

- We provide expert advice on probate's legal requirements, We ensure that the process complies with the law, minimising the risk of errors or delays.  

- We apply for and obtain the Grant of Probate, prepare and file all necessary legal documents.  

- We assist in accurately valuing the estate, including property, investments, and personal belongings, which is crucial for tax purposes.  

- We help calculate and settle any inheritance and other taxes due, ensuring compliance with relevant tax laws.  

- We oversee the fair and legal distribution of assets to beneficiaries under the will or intestacy laws. 

 We only complete the inheritance tax forms, submit the Grant application and obtain the Grant of Probate. It will be up to you to contact any asset-holders, i.e. banks, investment/share registrars etc, to obtain the funds, pay any liabilities in relation to the estate and distribute funds to beneficiaries.  

We handle everything from start to finish; this includes:  

- Notifying the asset and liability holders about the passing  

- Obtaining values for all assets and liabilities  

- Completing the inheritance tax forms  

- Obtaining the Grant of Probate  

- Sending the Grant of Probate to all asset holders  

- Assistance with obtaining the funds from asset holders and paying any liabilities 

- Assistance with the distribution of the funds to the beneficiaries 

Please contact us today for bespoke fixed fee quotation.