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Thinking about Willing
You will be coming in to make a will. These are some of the things you should think about to be ready for your appointment.
If you have an existing will, where is it? We will need to write for it, and after you have signed the new one, destroy the old one. It can help for us to have the old will to hand when we talk to you, so please call in to sign an authority for us to obtain it as soon as possible.
Next, identify what assets you have, and their value. You do not have to be precise about values, but remember to include the death values of life policies and pension schemes. Do you know if these are written in trust? We need this information to advise you on whether your estate may be affected by Inheritance Tax. In particular also be realistic about the value of any property you own.
These are some of the things you should consider:
In every case, keep an open mind until you have discussed it with us.
|Important: Please note that our law-bytes are retained for archival purposes only. The law changes, and these notes are often, now, out of date. You must take direct advice on your own personal situation and the law as it currently stands.|
|All information on this site is in general and summary form only. The content of any page on this site may be out of date and or incomplete, and you should not not rely directly upon it. Take direct professional legal advice which reflects your own particular situation.|
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