Making a Will

You work hard to provide financial security for yourself and those you care about so it’s only right you get to decide what you want done with your assets when you pass away.

 

A will is the only way to ensure your estate passes to loved ones in the manner you intend. If you don’t have a will, you lose that power to decide what happens, and instead the law decides for you. Your loved ones could miss out on their inheritance, plus face a lengthy court application to appoint who takes care of your estate, all because you hadn’t put the right plans in place.

 

 

A will is the only way to ensure your estate passes to loved ones in the manner you intend...

 

 

There is much to consider when writing your will and it is important to get expert advice for your circumstances. Laws relating to relationship property, family and any promises of gifts that may have been made must be taken into consideration.

 

Writing or updating a will with us ensures your will is professionally and expertly handled and legally binding.

 

We will work with you to establish:

How your estate is be distributed Who will be the executor of your will Who will be the legal guardians of any dependants Instructions for your funeral Anything else that is important to you, such as bequests to charity or distribution of jewellery

 

It’s also important that your will remains up to date – time and circumstances may drastically change what you own, to whom you wish to make bequests and how you wish to make them.

 

Your will needs to be reviewed if:

Your relationship or financial situation has changed You have had a child or grandchild You wish to change who will benefit under your current will You have children whose marital status has changed

If changes in your life mean you need to make further updates, it's easy to contact us to make the necessary changes. We provide continuity so you and your family can have peace of mind that we will always be here when you need us.  

 

 

...No one knows how much time they have left, being organised and planning for the future is important...

 

 

Choosing an Executor to Manage your Estate

One of the most important decisions you will make in writing your will is who to appoint as the executor of your estate.

 

Your executor will be responsible for administering your estate and ensuring your instructions are carried out and properly implemented. The administration of an estate places many responsibilities on an executor and it can be complex and time consuming. In most cases a specialist needs to get involved as it requires expertise in law, accounting, investment and taxation.

 

We can act as your executor or as a co-executor, providing invaluable professional support to a family member.

 

It makes sense to do this for several reasons:

You have the reassurance of knowing that your estate will be handled expertly and professionally in accordance with your wishes. We have an inhouse team of specialists to take care of all legal, accounting, tax and administrative duties. You have the benefit of an impartial executor who is unaffected by family conflict and the high emotions that may occur at this time. You have appointed an organisation rather than an individual. It could be several years before your executor has to act for you. During this time the individual appointed may have died or become incapable of handling your affairs.

 

We will meet with your loved ones, to discuss the steps involved and ensure they are fully informed at all times. We provide a caring environment and the advice necessary to make this process as easy as possible.

 

No one knows how much time they have left, being organised and planning for the future is important. This can help make your estate easier and less costly to wind up and you can ensure those closest to you are relieved of some of the burden that goes with this responsibility.