Wills

Wills 2017-12-10T20:18:16+00:00

Wills

What is a Will?

A Will is a legal document that sets out your wishes for the distribution of your home and assets following your death. It is also a document that can provide for legal guardians of minor children (ie children under 18 years of age).

Many individuals and families often do not appreciate the full extent of matters requiring their consideration when making a Will. Anyone undertaking a Will ought to have advice from a solicitor on the options available. This also ensures that the Will is carefully and properly prepared and signed off, and that it is legally valid.

1. How can I structure my Will to ensure that my share of my home and assets passes to my children on my wife’s death? Can I protect them from any change in her circumstances after my death?

2. Who should I choose as Executors and guardians and what do those roles involve in practice?

3. My wife and I own assets greater than the Inheritance Tax (IHT) threshold (currently £325,000). How can we implement IHT planning within our Wills?

4. How can we structure our Wills to protect our estate from being used up by nursing and care fees?

5. How can we pass our assets to our children to avoid potential claims from their spouses on a divorce or from others claiming against their assets?

6. What are the usual substitute provisions put into Wills in the event that our primary beneficiaries die before us?

7. How are funeral provisions and wishes usually dealt with in Wills?

8. How would our Wills be administered if your firm was appointed to act as Executors or if you were asked by our family to administer our Estate? What are the current Probate procedures and costs?

9. Overall, how can we ensure the Will is correctly drawn up, certify its validity and ensure that all of the legal necessities as to capacity, knowledge and understanding of what is being carried out are formally covered?

We charge £225+vat for a Will not involving trusts. This covers all the following:

1. Our time spent in advising you on the options available at an initial meeting and our time at the second (signing) meeting.

2. Taking your details and instructions for your Will.

3. Our expertise in advising on the options for best structure.

4. Preparing the legal Will document itself.

5. Preparing a full recorded note on our file of the advice and instructions.

6. Witnessing your signature at our offices on the final Will document and providing you with copies.

Any separate time spent at your instruction outside of our two meetings in advising on issues or taxation is charged separately.

For Wills incorporating a separate set of Trust protections we charge an additional £350+vat for the separate Discretionary Trust structure but the Will cost is often reduced to £150+vat as the Will itself is more straightforward.  We will ensure at your first meeting or discussion that our costs are confirmed before we proceed with any work.

Our team

Jennifer Beaujeux: an experienced legal executive with very sound knowledge in advising clients on all aspects of Power of Attorney, Probate and Wills related matters. Contact Jennifer at jennifer@cartmell-solicitors.co.uk. Jennifer is based at both our Chalfont St Giles office and our Stone office.

Johanna Knott: an experienced solicitor and a member of the Society for Trust and Estate Practitioners and Solicitors for the Elderly. Contact Johanna at jo@cartmell-solicitors.co.uk. Johanna is based at our office in Chalfont St Giles and is a local resident.

Helen MacDiarmid: an legal executive with years of experience in handling a wide variety of Power of Attorney, Probate and Wills related matters. She is also a member of Solicitors for the Elderly. Contact Helen at helen@cartmell-solicitors.co.uk. Helen is based at our office in Chalfont St Giles.

Lucy Pankhurst: a solicitor with a wealth of experience in advising clients on all aspects of Power of Attorney, Probate and Wills related matters. Contact Lucy at lucy@cartmell-solicitors.co.uk. Lucy is based at our Stone office.

Robert Cartmell: an experienced specialist Solicitor having conducted Wills, Probate, Lasting Powers of Attorney and Court of Protection matters over an 18-year period for individuals and couples. He is a professional member of the Solicitors for the Elderly. He is currently appointed Deputy or Trustee on a number of matters. Contact Robert at rob@cartmell-solicitors.co.uk. Robert is based at both our Chalfont St Giles office and our Stone office.

Contact us

To make an appointment to discuss your Will with a member of our legal team
Tel: 01494 870075 (Chalfont office) or 01296 747151 (Stone office)

Or complete the form below

We are accredited with

Law Society Conveyancing

Law Society Wills