Wills & Probate for:

  • Making a will
  • Probate and Estate Administration
  • Powers of Attorney
  • Court of Protection
  • Advance Decisions
  • Handling an elderly relative's affairs
  • Advice on Local Authority Care Fees Assessment
  • Certainty Wills Register

How do I make a Will?

Telephone  Sarah Hadaway or Pete Beesley on 01403 271222 and ask for an appointment to make a Will.

Before your appointment give the following points some thought so that you can discuss them at the meeting:

  • Make a list of your assets.
  • Consider who you wish to appoint as guardian and trustee for your minor children, if applicable.
  • Decide who is to inherit your assets.
  • Consider who you wish to appoint as Executor of your Will to ensure that your wishes are carried out. If you prefer you can appoint Smith Gadd & Co. to act as your sole or joint executor.
  • Decide if you wish to make any specific bequests. These may include an item of jewellery; a family heirloom or antique piece; a specific amount of money or the proceeds of a particular insurance policy or any other specific item you wish to leave to a particular beneficiary.
  • Consider whether there is anyone who may have a claim against your estate for whom you do not wish to make provision in your Will.
  • Consider what will happen to your pets, if applicable.

 

Following your meeting a Will reflecting your wishes will be drafted and sent to you to approve the contents. You will then be asked to make a brief visit to our office to deal with the signature formalities. Once signed, we can either store the Will for you free of charge in our document storage facility and provide you with copies of the original or you may take the original for your own safe-keeping. We can also, if you wish, register your Will on the Certainty Wills Register so that it can be easily located by your executors.