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Making a Will - what to expect

We’re a family-run business, so we do know how important it is to make a Will.

Writing a Will can be difficult to face. In fact over half the population put off making a Will. So if you haven’t got a Will now, you’re not alone!

But it needn’t be daunting. We’ll help you from the start to finish.

That’s what we do

Put simply, your last Will and Testament outlines who get’s what when you’re gone. If you don’t do one, the state will decide for you and it may not go to the people you expect.

We’ll make sure you’re wishes are clearly outlined and you know exactly what to do at every stage.

Wills and Probate main image

Other Useful things to know:

  • You’ll need to think about how and to whom you want your belongings to go to.
  • It’s worth remembering Wills can:
    a. Tell us who should be the future guardians of your children
    b. Give the details of children, spouse, family members who will receive your things
    c. Leave gifts to loved ones and organisations
    d. Allocate your property and assets you have
  • Everything needs to be written down.
    a. We’ll draft your Will in writing for you.
    a. On a practical note, you’ll need to provide details of the people you’d like to leave things to, including: Name, Address, Postcode
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Your questions answered

  • Come prepared with details of Executors. These are people you’d like to manage and deal with your Will when you go. Usually a family member or someone you really trust.
  • Your Will needs to be signed and witnessed (this must be people over 18, and who won’t benefit from your Will)
  • It sounds obvious, but your Will needs to be your wishes…
    If you are feeling under pressure from someone to make it, take a moment to consider if it’s what you want.
  • If you’ve made any previous Wills, we’ll need to know so that the one you make takes precedent.
  • What you leave is subject to inheritance tax. At the moment, this tax is applied if your estate (all your property and things), are worth over £325,000, those under this threshold are not subject to it. There are certain exemptions to inheritance tax, such as the assets given to your spouse or civil partner we’ll help you calculate the value of your estate.


Further information and pricing