WHY CHOOSE US?

Because we don’t just “Do” Wills…we make the “Right” Will for You

With the RIGHT WILL, professional planning and jargon free advice we can help secure your loved ones’ inheritance ‘now’ and long after you’re gone

Plain English Advice + The Right Will For You

When it comes to Wills, Trusts LPAs and Estate Planning we find people don’t usually want to hear all the legal and technical jargon of the process, they are more focused on the outcome they want.

“I now have the “Right” Will for me…that’s what I wanted”

“I have the comfort of knowing that everything I have worked for all my life is as protected as much as possible and will pass down to my loved ones with the minimum of fuss”

” I wanted to secure my family’s inheritance …so that I can get on with living my life”

Most people just want to feel secure knowing that they’ve done what’s needed to help ensure everything they have worked for all their lives will go to their chosen loved ones …and not to “unintended” others.

They want to leave the technicalities to their trusted expert team at Secure Inheritance

At Secure Inheritance we are proud to be Your Trusted Experts

We Listen, Advise and Implement.

One of our friendly advisers can come to your home (or zoom/telephone if you prefer) and listen carefully to YOU.

Taking the time to get a good understanding of your needs and the things that matter most to you, they can then give you jargon-free guidance to ensure you have the right Will for the outcome you want.

Our expert legal department can then draft your Will and any associated documents to meet your needs and wishes in accordance with your instructions. When your documents are ready they are delivered to your home and your adviser can oversee the Will signing to ensure it is completed correctly.

Once your documents are signed and witnessed you can relax and enjoy the peace of mind that your family’s inheritance and your wishes are as secure as possible.

You can also be comfortable in the knowledge that, when change occurs in your needs and circumstances, as it often does, our legal team is here to help ensure your Will is kept up to date and reflects your needs and wishes throughout the different stages of your life.

We offer a secure Will storage and update service to clients who want to ensure that their Will is found and up to date when it is needed.

Choose us and we will make total peace of mind easy for you.

We work to a high professional standard to give you expertise and value

People also want to feel secure that they are dealing with expert competent professionals. Our Legal Team has in excess of 20 years experience in the Wills, Trusts, and Estate Planning Industry.

Over the years our home visit Will advisers and our in-house legal document team have helped thousands of individuals, couples, and their families make the “Right” Will for their needs and wishes.

Our specialist area of expertise includes:-
Basic Wills
Protective Wills and Trusts (Property, Parental, Vulnerable Persons)
Business Wills and associated documents
Lasting Powers of Attorney ( Personal and Business)
Estate Planning
Executor Support
Probate

All our services are designed to ensure that you have the right Will for your needs and wishes and the outcome you want for your chosen beneficiaries. At the same time, we strive to give our clients and their families value and affordability in providing a professional, comfortable and stress-free experience.

Members of the Society of Will Writers, we have our own in-house legal team plus we also have associate specialist lawyers and other legal professionals where required.

With Secure Inheritance, You and Your Family are in safe hands.

Frequently Asked Questions

What is a Will?

A Will is a legal document allowing you to specify who should benefit from your property, money and possessions after you’ve died. It’s very important that the wording used in your Will is clear and legally effective.

A Basic Standard Will enables you to state WHO you want to inherit from your estate and WHAT you want them to inherit.

The “Right” Will is more comprehensive and tailored specifically to your needs and wishes. It can give you additional control over HOW people inherit and, with appropriate planning, can provide protection to your beneficiaries from avoidable loss, where possible, to “unintended others”.

Do I need a Will?

If you die without a Will in England or Wales the strict government “Rules of Intestacy” decide who gets what. The recipient may or may not be the person or persons you may have chosen.
If you have no living family members or relatives all your possessions and property will go to the Crown.

What are Executors of a Will?

Executors are the person(s) you name in your Will to administer your Will after you die. They will be responsible for Probate and all aspects of administering your estate (everything you have left behind) and distribution of your estate.

Their duties include things such as notifying people that you have died, arranging your funeral, dealing with any tax bills, paying debts, collating information about your assets and liabilities, and then distributing your estate to your chosen beneficiaries in exact accordance with your legal Will.
Your Executors are personally responsible and liable for your Will administration.

What If I have Young Children?

If you have children who are under 18 years of age, then it is really important to consider who you would want to raise your young children if there was no surviving parent ( who has legal parental responsibility) to take care of them.

When making your Will you can have a Guardianship clause included. This enables you to legally state who you want to raise your young children if you were no longer here.

If you wish, you can also go one step further and nominate person(s) who you would want to manage your young children’s inheritance. They could then use their inheritance for your children’s beneficial interest ( education, medical, special requirements etc) until they reach the legal age (18 years old) to inherit in full. You can even nominate that your children are 21 or even 25 years when they inherit in full.

This is called a Parental Trust and you will appoint a minimum of two Trustees ( often the same people as your guardians) who will have the legal right and responsibility to manage your young children’s inheritance until they reach the age you want them to inherit in full.

Where Do I Keep My Will Documents?

It is vitally important that your WIll is kept in a safe place so that it can be easily found in good condition when it is needed. If it cant be found at the time then your estate will be distributed in accordance with the Government “Rules of Intestacy”

It is also very very prudent to have your Will reviewed and updated regularly, especially if when there is a significant change in your life. This ensures your latest wishes are in your Will when it is needed.

We provide a very affordable safe Will storage service including free Will review and basic updates for our clients who want that added peace of mind.

Can an Executor of a Will also be a beneficiary?

Yes, they can. There is no reason why any family member, friend or anyone else benefiting from your Will cannot be an Executor, as long as they are over 18 years old.

Perhaps a more important question to ask is, are they willing and able to be an Executor?

Can any of my beneficiaries be a witness when I am making my Will?

Your will can’t be witnessed by anyone who stands to benefit from it. This includes:

Anyone to whom you have left a legacy or part of your estate.
This means that, if you’ve chosen to leave your estate to your partner and children, they can’t witness your will.

The spouse or civil partner of any beneficiaries.
So, if you’ve chosen to leave part of your estate to your daughter, your daughter’s husband can’t witness your will.

What happens to my Will when I die?

Your Executor will need to locate your original Will. We recommend that you tell your Executor where your Will is kept. You may want to give them a copy of your Will whilst you are still able.

If your Will is held in safe storage with Secure Inheritance then your Executor will need to contact us to inform us that you have passed away. We can then arrange to get your original Will out of our safe storage facility and to your Executor.

If at that time, your Executor doesn’t feel they want to carry out their duties for whatever reason, we can carry out the Probate for them.

We also offer an easy-to-use Digital Executor Support Tool Box with everything your Executor will need to carry out their duties safely and with ease. This can be pre-purchased at the time of making your Will at a discounted rate making it probably the best gift you could give your Executors.

Can my Will be challenged?

Yes – all Wills can be challenged. Nothing can prevent someone from trying to invalidate it. The real question is ‘Can my Will be successfully challenged?’ and this really does depend.

If your Will includes your nearest relatives and dependents such as your husband, wife or civil partner and your children, there is little reason why your Will should be challenged.

But, if you exclude someone who might expect to benefit from your Will, or there is a suggestion that you do not have the mental capacity or have been influenced or coerced whilst making your Will, then there is an increased possibility your Will could be challenged.

You can try to avoid any disharmony by talking to your family and loved ones about your Will. This is particularly important if you are going to exclude them. This prevents questions about your motivation after you’ve died.

Alternatively, you could write a letter to your Executors which sets out the reasons why you’ve excluded a particular person from the Will. This letter can be stored with your Will.

Can I use my Will to protect against care fees?

It’s possible. Future Care fees can have a significant impact on the value of the inheritance your beneficiaries will actually receive. Strategies can be put in place to manage and minimize that impact.

We can help you. With appropriate planning and the use of the correct legal trusts you may be able to protect all or part of your estate.

Who can be a Witness to a Will when it is signed?

Two witnesses are required to be present at the time your Will is being signed and dated

A witness to a Will when it is being signed must:-
Be 18 years old and over.
Of sound mind.
Not be visually impaired in any way.
Not be a beneficiary or potential beneficiary of the Will.
Provide their address.
Provide their telephone number.
State their occupation.

Both witnesses must be present at the moment the Will is signed and they must sign the Will as witnesses in the presence of the person whose Will it is.

WHY CHOOSE US?

Because we don’t just “Do” Wills…we make the “Right” Will for You

Plain English Advice + The Right Will For You

We Listen, Advise and Implement.

Choose us and we will make total peace of mind easy for you.

We work to a high professional standard to give you expertise and value

Frequently Asked Questions

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