What Type of Will do I Need?

We all know Wills are important, but do you know which type of Will is best for you? Different types of Will give you different benefits and levels of protection. Understanding what type of Will you need is crucial for protecting your assets. Use our Wills questionnaire on this page to determine which best suits you.

Will Questionnaire

What to Consider When Writing a Will

Knowing the value of your estate is crucial for effective estate planning. Your estate includes all your assets, such as property, investments, savings, and personal possessions, minus any liabilities or debts.

Accurately assessing your estate’s worth ensures you can make informed decisions about how to distribute your assets and minimise potential inheritance tax liabilities. Our team can assist you in valuing your estate comprehensively and guide you through the estate planning process. We also have an asset calculator you can use to work this out.

Deciding what you want to happen to your estate after your passing is essential for ensuring your wishes are carried out as you intend. Whether you wish to leave specific assets to loved ones, make charitable donations, or establish trusts for beneficiaries, careful estate planning allows you to articulate your desires clearly.

We offer tailored advice and legal assistance to help you draft wills, trusts, and other estate planning documents that reflect your intentions and provide peace of mind for you and your loved ones.

Protecting children or vulnerable dependents is a fundamental aspect of estate planning. You may wish to appoint guardians to care for your minor children, establish trusts to provide financial support, or create arrangements for individuals with specific needs.

Our experienced team can assist you in creating customised plans to safeguard the well-being and financial security of your loved ones, ensuring their needs are met even after you’re no longer able to provide direct care.

Determining who will inherit your property allows you to control the distribution of your assets according to your wishes. Whether you want to pass down property to family members, friends, or charitable organisations, our legal experts can help you devise strategies to transfer ownership efficiently and minimise potential disputes or complications.

We provide tailored advice and assistance in drafting wills, trusts, and other legal documents to ensure your property is inherited by your chosen beneficiaries.

Life is unpredictable, and circumstances can change unexpectedly. To safeguard your interests, it’s essential to have flexible estate planning arrangements that can adapt to new situations. Whether you experience changes in your financial status, family dynamics, or health, our team can help you review and update your estate planning documents accordingly.

By staying proactive and responsive to changing circumstances, you can ensure that your estate plan remains effective and reflects your current wishes and priorities.

Guidance

Life Interest Trusts

Right of Occupancy

Vulnerable Persons

Discretionary Trust

Rules of Intestacy

Lasting Power of Attorney

Asset Calculator

Personal Injury Trust