You have made an important step in arranging your personal affairs and have started to look into writing your Will. So what exactly do we need to know to make your Will?
We understand that writing a Will is a job that we all put off and delay because it isn’t the most fun life admin task to do. However, it doesn’t have to take long and we can have our initial consultation in under 20 minutes.
To make it easier for our clients we discuss the following things:
- Your contact details
- Details of partners and children
- Guardians for children under 18
- What you own
- Who you want to receive what you own when you pass away
- Who you want to take care of your wishes, your Executors, and their details
- Any funeral arrangements
Each client has their own circumstances that may need specific advice, but generally we just ask what you have and where you want it to go. It is as simple as that. We take away the complex jargon and help you understand exactly what you are doing and why.
“Extremely impressed, the consultant was extremely polite, knowledgeable and engaging. The whole process felt extremely simple and easily managed.” JB
We take an often-taboo subject and make it quick, simple and straight forward.
We have found the most difficult decisions to make about who is going to benefit from your Estate. Our first tip is to have a think about your Estate, what you own and what part of your Estate you want to go to who. This could be a specific gift, a specific amount or a percentage. You can even choose a charity.
Why not arrange a free consultation with one of our Estate Planning Consultants and we can talk you through everything in your own time, at your own pace.
Plan and Protect for Peace of Mind.
Contact us here to book your appointment with one of our consultants.
