Writing a Will is probably one of the most important financial planning steps you will take. Ensuring your Will has been properly drafted, is legally binding and includes your entire estate is essential. Using an experienced Will Writer who is familiar with the correct terminology, financial planning, witnessing rules and other legal requirements could be the difference between providing for your loved ones according to your wishes and the risk of leaving your family with a costly and time-consuming probate process and an Inheritance Tax liability that could leave your family in financial difficulty.
How Complex is Your Estate?
Before deciding on the type of Will service you should go for, it is important to consider your circumstances and specific requirements, particularly the complexity of your estate, or your family setup, and whether or not you may require financial planning to minimise Inheritance Tax liability. The more complex your requirements, the greater your need will be to be given bespoke and detailed advice before putting pen to paper.
A small estate, free of complexities could be dealt with using a DIY Will service with no problem. However, we would strongly recommend a consultation with an expert Will writer before making this decision, should there be any complexities that have been overlooked that may require professional attention and advice.
Choosing a Professional Will Writing Service
In choosing a Will writing service, there are some points to consider:
- Does the Will service provider offer secure storage of your Will?
- Does the Will service provider include an expert Tax planning service?
- Does the service provider have the right credentials?
- Does the service provider have good reviews and testimonials on Google/Trustpilot?
- Does the service offer Wills and estate planning advice over the telephone?
- Does the Wills service offer an online Wills service?
Choosing a Will writer with experience in handling complex estates, financial planning and setting up trusts when seeking advice on estate planning can make the difference between a smooth probate process after your death and a costly and stressful one.
We also offer an online Wills service, which includes a full consultation, as well as storage for your Will. This means you can go through the entire process from the comfort of your own home. See our online Wills page for more details.
Our Will writers are highly experienced in estate planning and Wills and can offer bespoke advice tailored to your needs. Our experts can offer consultations in person or over the phone which will guide you through your options.
Contact our Expert Wills Writers Today
If you are looking to write a Will, or review an existing one, our friendly and knowledgeable advisers would be delighted to hear from you. We can arrange a consultation over the phone or in person, which can help us to build an accurate picture of your specific needs and requirements thus allowing us to advise you on every possible detail, and guide you smoothly through the entire estate planning process. Give us a call today on 0345 260 0600 or get in touch via our online contact form.