Making A Will
Making a Will need not be complicated or stressful – no matter how complex your financial affairs or family relationships.
By making a Will, you decide:
- Who will administer your estate.
- Who will be the Guardians of your minor children.
- Your funeral wishes.
- Who will benefit from your estate and at what age.
- Whether to include protection for vulnerable beneficiaries.
- What tax will be payable on your estate, and by whom.
Wills are very important documents, so it makes sense to get expert help to draft your Will. Find out more by contacting one of our team or read on below for more information about our services.
Why choose Tollers?
We have experts able to see you in Corby, Kettering, Kempston, Milton Keynes, Northampton, Oakham and Stevenage. We can also visit you at home for a small additional fee (dependent on location).
Clients will often arrive at Tollers concerned about the complexity of their requirements or with issues within the family unit that they are struggling to resolve. Rest assured that we are experienced in dealing with a wide range of family set ups and will listen to you in confidence and without judgement.
Tollers are experienced in assisting clients of all ages and understand the need for sensitivity around what can be a very emotive topic. Our specialists are trained to recognise where clients may require additional assistance with the process, for example where there are issues around memory or capacity.
When using Tollers you can do so safe in the knowledge that your Will remains completely confidential to you until your death and then will only be released to your chosen Executors and only upon production of a valid Death Certificate and Identification.
Please contact us to discuss your requirements.
Help with the process
If you instruct Tollers to draw up your Will we will:
- Provide you with a dedicated member of our team to oversee your matter from start to finish.
- Meet with you to discuss your needs and wishes (where this is not possible or convenient this can sometimes be through some form of video call).
- Take a detailed account of your circumstances, both in terms of family and finances.
- Offer tailored advice to your individual circumstances.
- Make recommendations to you about the best way to protect your assets and pass them on to future generations.
- Highlight to you any potential problems with your proposed distribution of the estate.
- Suggest solutions where problems are identified and talk you through the positives and negatives of each option.
- Advise you if you are likely to have a liability to Inheritance Tax, in which case you will have the option to take advantage of our Tax planning service.
- Advise you regarding any potential claims against your estate and how to mitigate them.
- Send you a draft Will with a detailed letter explaining the different provisions and why they have been included.
- Liaise with you to make such amendments as you ask until you are happy with the draft.
- Arrange and oversee the signing of your Will providing our own witnesses (if witnesses are required to attend your home there will be a small additional charge).
- Send a copy of your Will to you for your records.
- Store you original Will in our secure storage.
All of the above comes as standard with Tollers and will usually be on a fixed fee basis. Where your matter is more complex, for example because of Tax planning or because we have recommended the use of Trusts, we will confirm the likely additional costs to you before proceeding. You will usually be allocated to a member of the team based on your location and the complexity of the estate in question but if you have a specific preference then please let us know when you get in touch and we will do our best to accommodate your request. Although you will have a dedicated specialist responsible for your matter they will be assisted by more junior members of the team.
Talk to Tollers
To find out more information on how Tollers can help you to draft your will, please contact a member of our team or fill out the contact form below.
