Wills

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Wills are important, they’re how you state who gets your property and possessions when you die.

If you do not have a will, intestacy rules apply. Those rules are different depending where you live; 

Intestacy rules England and Wales
Intestacy rules Northern Ireland

Wills are an unregulated service whether conducted through a solicitor, us, or someone else.

However, by using us to help you with your Will you’ll be associating with a company with high standards, that wants to make sure you come first.

As such our legal team have STEP qualifications that is qualifications from the Society of Trust and Estate Practitioners.

They must maintain this accreditation every year.

Whilst advising on mortgages we noticed that although we advise everyone to make a will, few did.

It’s one of those things we just don’t get around to. Let’s face it when you are buying your new home for your family, you are intending on living in it, not dying in it.

As a result, to encourage proper financial planning we can now offer you a wills service.

You can take advantage of this service when purchasing your new home or just because it’s a good idea to do it.

We offer will consultations at our office, in your home and over Zoom meetings whichever you prefer.

How our service works

  1. A convenient time is arranged for your will consultation.
  2. During the consultation we discuss your wishes, how you want to distribute your property & possessions (who gets what or not).
  3. We write your will and get it checked by our legal team.
  4. We send you your written will to check.
  5. You sign and date the will.
 

We will help you avoid the following common mistakes made when making a will.

  • Not being aware of the formal requirements you need to make a will legally valid.
  • Failing to take account of all the money and property available in your estate.
  • Failing to take account of the possibility that a beneficiary may die before you the person making the will.
  • Changing a will. If alterations are not signed and witnessed, they are invalid.
  • Being unaware of the effect of marriage, registered civil partnerships, divorce or dissolution of a civil partnership on a will.
  • Being unaware of the rules which exist to enable dependants to claim from the estate if they believe they are not adequately provided for. These rules mean that the provisions in the will could be overturned and go against your wishes when you are no longer around to fight your corner.

 

Wills are not regulated by the FCA and we are not authorised via PRIMIS Mortgage Network to advise on them

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