Firstly, many people are not sure what they need to include in a will.

Secondly, people need to be helped professionally and patiently through the process, and to feel the Estate Planner really understands their individual situation.

1. Writing a will is about living life, with the assurance that everything you have worked hard for, and the people you love most, are taken care of.
2. We can help with the detail and provide help and guidance with the decision making process.
3. The perils of ‘intestacy ‘ – to die without a will, means that your estate would be distributed in accordance with the state rules of intestacy. (See Flow Chart ).

With 12 year’s experience in Will Writing and Estate Planning, we believe that we can help ensure that your ‘Right to Choose’ is fulfilled by making sure

“The right assets go to the right people at the right time”.

When beneficiaries benefit,

How they benefit,

Consideration to the most tax efficient way for you to give, and for the beneficiary to receive a legacy. For Example:

Disabled Person’s Trust –  A Trust in a will to protect a beneficiary who may be disabled or vulnerable.

Interest in Possession Trust – A Trust to ensure that a partner has the right to remain in a property , but that your chosen beneficiaries inherit at a given time,  (This avoids assets being lost through second marriages, or a surviving partner changing their will).

Discretionary Trust –  A Trust set up to ensure that money or property is placed in the trust of reliable people (trustees), to provide tax efficiency and flexibility of access for the beneficiaries.