Do you need a Will?

Do you:

  • Own a property?
  • Have children or planning to start a family?
  • Want to protect your loved ones in the event of your death?

Are you:

  • Separated from your partner/spouse?
  • Living as unmarried partners or planning to marry?
  • Concerned about your estate being distributed against your wishes?

Wills

If you have answered yes to any of the above questions, you should consider writing a Will. Most people know the importance of making a Will, but for one reason or another never get around to it or think that because they do not have considerable savings or property, they do not need to. Without a Will, the government (through the Laws of Succession) will decide how your estate is divided when you die. Under these laws, even if you are married, your surviving spouse may not inherit all of your assets, and if you have children they would be able to claim their share of your estate when they turn 18. By writing a Will you can ensure your assets go to the people you want to leave them to and at an age you want them to receive it. Ensure your children are protected and appoint Guardians for those under 18 in your Will.

Whilst the standard service is suitable for 75-80% of our clients, below is a short video and table of service inclusions to ensure you choose the service that is right for you.  

Service Inclusions
Standard Service
Advanced Service
The appointment of Executors and Trustees to administer your wishes and control how your assets are distributed
The appointment of Guardians to look after your minor children
The distribution of your assets through the provision of specific (legacy) and residual gifts
The inclusion of simple trusts for minor children
Reference funeral and organ donation requests
Generic Capital Acquisitions Tax advice including guidance on the Legal Right Share
Straightforward intentions to leave assets outright to named beneficiaries, allowing them to decide what happens in the future
Protect assets for your children in the event your spouse or partner remarries or updates their Will after your death
Protect vulnerable beneficiaries including those with a disability or a history of drug/alcohol abuse
Protect assets for your children from previous relationships whilst not disadvantaging your new spouse or partner
Allow someone to remain living in your property or to receive an income for a period of time before passing to other people
The ability to change the beneficiaries of your Will through a letter of wishes instead of having to change the Will
Service Inclusions
Pilot Trusts
Places Death-in-Service benefits in Trust
Safeguards capital for children
Provides protection in the case of death, divorce or bankruptcy of the beneficiary
Service Inclusions
Health & Welfare
Property & Financial Affairs
If capacity is lost I would like someone to make healthcare and medical decisions, decide where I should live (at home or in care) and make decisions on life-sustaining treatment
If capacity is lost or I have a physical impairment, I would like someone to be able to buy/sell property on my behalf, deal with bills and run bank accounts

* The quoted Voluntary prices are between 20-25% discounted to our standard published prices.

Click to register and select the services you require and proceed with writing your Will.

To learn more about James McKenzie, visit www.jmwills.co.uk

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