Will writing in Norfolk

If you don’t have a will, maybe it’s time you gave it some thought. If you have any significant assets, like a house, it’s a very good idea. If you have children, you should really look to get a will sorted now. A will lays out who gets what when you die. It also gives details of who should take care of your children if you die whilst they still need looking after. It’s important stuff. Dying without a valid will in place can leave a real headache for your nearest and dearest to deal with.

Using a professional will writer to prepare your will means you can be confident that it covers everything it should and that has been prepared properly and will, therefore, stand. Our job is to listen to your wishes and create a document that accurately reflects them. We’ll ask the right questions to make sure you’ve thought of everything. We’ll also help you understand all of the terms used in will writing, like executor, beneficiary and trustees, and the role each of these people plays. We can also remind you of some of the less obvious things to think about, such as what will happen to your social media accounts.

We’ll make sure that your will can be understood by your executors, and by the Probate Court, making life easier for all involved. We can even store your will using a dedicated, secure service that will make your will much easier to track down when needed.

Reviewing your will

If you do already have a will, you should check it from time to time to make sure you’re still happy with it. If you have an old will, it will be used, even if it’s not what your wishes are now. We can help you update an existing will to reflect any changes in your life.

Five very good reasons to make a will

  1. You get to decide who gets what when you die. Without a will, you will lose control of your estate.
  2. You decide who will take care of your children (if they’re under 18). Without a will, the court will choose among family members or a state-appointed guardian.
  3. It avoids a lengthy probate process. Most estates must go through probate. Having a will speeds up the process meaning any beneficiaries have access to their share sooner.
  4. It saves your loved ones a lot of trouble. If everything is there in black and white, there’s much less admin for them to deal with. And less chance of disagreement!
  5. It can minimise inheritance tax. More of what you own will go where you want it, rather than being paid in taxes when you die.

Will appointment preparation checklist

Before your meeting with our will writer, it’s important to prepare and think about some of the areas we will cover in drafting your will. Below is a guide as to the sort of details we need from you.

  • You: Full name, date of birth, full address and telephone number.
  • Partner: Full name and date of birth of your wife/husband or civil partner, and (if appropriate) your wife’s maiden name.
  • Marriage: Date and place of marriage or civil partnership. Details of any previous marriages, including children of a previous marriage. A copy of your marriage certificate/civil partnership certificate may be useful to keep stored with your will.
  • Children: Full names of all children, their dates of birth and current addresses (if different from yours).
  • Guardians for children: Full names and addresses of guardians to be appointed to look after minor children (under the age of 18).
  • Executors: Full names and addresses of executors to deal with the winding up of your estate. They may also become trustees if applicable.
  • Gifts: Details of any specific gifts (including charitable gifts) you wish to make in your will. These should include full names and addresses of the recipients.
  • The residue of your estate: An indication of how you wish the residue (i.e. the balance of the estate after gifts and liabilities are settled) to be distributed.

    In the case of a married couple, the residue is usually left to each other. Thereafter, it is normally divided equally between children when they reach a specified age (minimum 18).

  • Minors: Where there are minor children, the will should contain powers for executors to invest capital in anything they consider to be for the benefit of the children. It should also contain a power to advance capital to each child under the age at which they inherit.
  • Pets: If you have animals or pets, we recommend that you leave detailed instructions for looking after them. Your will can include financial provision for them if you wish.
  • After death: If you choose, your will may set out your personal wishes on matters such as burial, cremation, organ donation and medical research.
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