There are two main reasons for instructing a true expert when it comes to drafting a will or setting up a trust.
: A carefully considered and well-thought-out will or trust needs to look further ahead than many would think. Perhaps past the immediate beneficiaries, as the future can hold a number of possibilities and uncertainties. You need confidence in where and to whom your estate will pass.
: An important consideration that is often overlooked and underappreciated. What issues, charities, or cultural and artistic bodies interest you? A will or a trust is not simply about 'who gets what', but also how you would like to be remembered. You may wish your family and friends to remember you as having left money to a cause dear to your heart.
The best way to tackle such issues is in a face-to-face meeting. Our friendly solicitors will listen to your family background, your concerns, and what has been of importance to you during your life. This very important meeting is included in our fixed-fee quotations
Don't leave it too late, this is a complex area of law and taxation which requires expert consideration to ensure your loved ones are taken care of.
Your Estate Goes To The Beneficiaries You Choose
Inheritance Tax Is Minimised
Your Will Is Ideally Tailored To Your Circumstances And Needs
If your estate requires the setting up of a trust(s), our experts will guide you through the process to ensure your wishes are followed exactly.
To fit around your busy life all work can be carried out online, by post and by telephone. However, we would be happy to make you an appointment if you would prefer to see an expert face to face.
The ongoing COVID-19 pandemic has inevitably led to a sharp rise in the number of wills being drafted, updated and stored. With the virus affecting people of all ages, and especially senior citizens, many are naturally keen to get their affairs in order, either by having a will drafted or by updating an existing will.
The recent rise in infections among young people, and the implied danger of them infecting older people around them, highlights the seemingly random and indiscriminate nature of COVID-19. Faced with the reality of the virus and its uncertain progress, people are naturally anxious about the future and in a hurry to organise their personal affairs. The services of an experienced local solicitor are therefore even more important than usual in ensuring an estate is settled according to the testator’s wishes.
Louise Nelson has been handling wills, trusts and probate matters in Liverpool and Merseyside for 39 years, and is assisted by Fran Cartwright, an accomplished solicitor specialising in this area of law. Get in touch with our team for a no obligation quotation.