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An Efficient Solution

An Efficient Solution

Traditional Will

Traditional Wills are a straightforward, cost-effective way forward

Our Traditional Wills are modern, efficient documents which enable you to deal with your estate in a straightforward way, so that your assets are directly inherited by the people of your choice.

This works very well if you have a modest estate and straightforward wishes, and don’t feel the need to take the protective measures that are central to the Family Trust Will.

With a Traditional Will, you can: -

Appoint the right people to administer your affairs after you have passed away – your Executors;

Appoint the right people to bring up your children if they are orphaned before they reach adulthood – your Testamentary Guardians.

Pass your assets into the direct ownership of your chosen heirs – making Absolute Legacies.

However, this probably won’t be the right kind of Will for you if are concerned about: -

Care home fees in later life;

The risk of your estate being diverted to your children’s stepparent if you die first and your other half remarries;

Divorce-proofing or debt-proofing your child’s inheritance;

Providing equitably for your blended family.

If you have concern about any of these issues, a Family Trust is likely to be the right solution.

The cost of a Traditional Will is £300 if you are single and £440 if you are a couple.

Traditional Wills are included with our Budget and Budget Plus Estate Plans.

"We decided to seek advice about estate planning because we wanted to understand how to efficiently protect our assets and pass them safely to our children and grandchildren. We also wanted to put as much help in place for our family as possible, so as to make things as easy as possible for them when the time comes. We liked Gina’s patient and diligent manner in answering our questions and guiding us to the right solutions. Gina explained everything to us with great clarity, making concepts we were unfamiliar with accessible and clear. We particularly liked the fact that Gina came to see us in our own home without our having to make a special request; this is just the way she works. It was so much easier for us to relax and talk freely in the comfort and privacy of our home. Having put the right estate plan in place we feel that we have ticked a big box. This was something we knew we had to get round to. Now it is done and sorted and we don't have to worry about it anymore. We have also gained a clear understanding of the measures that have been put in place and why they are important. "

Matt & Betty R

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