When it comes to planning for your future, the first step you should take is to ensure that you have a Will in place to guarantee that when the time comes, your wishes will be met.
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Having a Will in place will give you peace of mind in knowing that your loved ones will not have to worry during an already difficult time adjusting to life without you.
Will Writing
A Will is an easy way to express your wishes for what you want to happen to your estate when you are gone. As simple or as complex as you wish to make it, your Will allows you to specify exactly who gets what and helps avoid unnecessary stress and hassle for your loved ones.
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A professional Will from Thomas Bradley & Co is properly drafted by a Senior Will Writer to ensure that your will is completely valid and your needs are met. It is important to remember that your Will needs to be kept up to date - and Thomas Bradley & Co will review your will at no cost.
If you don't make a will...
If you don't leave a Will to instruct what you want to happen to your estate then it will be intestate and shall have to be distributed in line with the rules of intestacy; This can be a long and complex process and the people you love may have to wait much longer to receive what you wanted them to inherit.
Set guidelines will have to be followed as to who actually receives any benefit from your estate, meaning that:
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People who you have chosen to benefit may miss out
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The process may end up costing a significant amount in legal fees.
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If you don't have a will in place then the person distributing your estate may not be the person you would have chosen, and your wishes may not have been mate clear to them.
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In times of bereavement tensions around the distribution of an estate can often be enough to cause family disputes or even legal battles, so it is certainly not something to leave to chance.
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Without a Will it is also more difficult to plan should your family have IHT (Inheritance Tax) to pay on your estate. Proper planning with a Will allows a professional to use government relief that can reduce any IHT due on your estate which could save your family thousands.
What happens next?
1. Make an Appointment
When required, one phone call to us is all that is needed to make an appointment with one of our friendly & professional Estate Planning Consultant. Your Estate Planning Consultant will meet with you to discuss your current financial and family situation, as well as your goals and wishes for the future.
2. Creation of Legal Documents
Based on your goals and wishes, your Senior Will Writer will draft your Will, and you will receive a copy of this draft to read over. After your approval, your Senior Will Writer will finalise your Will and send a copy to you and your executor. Your original documentation will be transferred to our secure storage facility, meaning that if your copies are ever lost or damaged the original Will stays safe and secure.
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3. Regular Reviews
We will schedule annual reviews with you to ensure that your Will remains up to date and reflects any changes in your family or financial situation. Annual reviews and amendments are completed at no cost.