Get your own bespoke tailored Will
What We Do
At Heritage Estate Planners, all our services have been
designed to give you exceptional value for money, with competitive rates that put you in complete control.
You have options when it comes to making your Will – from visiting a solicitor, to using your bank, completing a DIY Will kit, or doing it online. However, all of these methods come with added hassle or risk. But there is a better way.
Why Use Us!
A Will gives you peace of mind that your wishes will be respected. But it’s all too easy to put it off, and that can cause problems for your loved ones after you’re gone. At Heritage Estate Planners, we make the process hassle-free, and can visit you in the comfort of your own home, day or evening, seven days a week and explaining everything in plain English. Alternatively if you would prefer to complete this via telephone, again one of the team will be happy to help.
- Leave your money, assets and belongings to the people you choose
- Choose guardians for your children
- Protect your partner after you're gone
- Avoid a hefty inheritance tax bill
- Prevent conflict between family members
- Make a difference by leaving money to charity
Our Services
Will Writing Service
Ensure your loved ones are looked after and control where you hard-eraned assets go.
Lasting Power Of Attorney
Appoint ‘Attorney’ to make decisions on your behalf, should you no longer to be able to.
Funeral Planning
Ensure your wished are fulfilled and protect you loved ones from uncertainty and unexpected costs.
Trusts
Minimise ta payments, control your assets protect your legacy and look after your loved ones.
About Us
At Heritage, we aim to give you peace of mind that your wishes will be respected. But it’s all too easy to put it off, and that can cause problems for your loved ones after you’re gone. At Heritage Estate Planners, we make the process hassle-free, and can visit you in the comfort of your own home, day or evening, seven days a week and explaining everything in plain English. Alternatively if you would prefer to complete this via telephone, again one of the team will be happy to help.
FAQ
A Will is a legal document, which shows how you want your estate to be dealt with when you die. For a Will to be valid it must be in writing and must comply with certain formalities. A Will only comes into force on your death.
A Will shows which beneficiaries you wish to benefit from your estate, it will also state who you have appointed to deal with the administration of your estate (your Executors) and ensures that your Executors have all the necessary powers they need to deal with the administration of your estate. A Will can also show your funeral wishes and who you have appointed as guardians of your minor children.
You can make a Will if you are 18 or over and of sound mind, memory and understanding. You are free to deal with your estate as you wish.
You should make a Will to clearly state how you wish your estate is to be dealt with on your death. Making a Will does not attract the inevitable; it merely ensures that you have your affairs in order and avoids loved ones having to face unnecessary legal and financial difficulties at a very difficult time.
A Will is not just for the elderly. It is also important for anyone who has children as you can then deal with who is to act as guardian of your minor children, should you die whilst they are below the age of 18.
Nobody likes to pay inheritance tax, so if you wish to have specialist advice about how you can save inheritance tax then we have the expertise in-house together with a range of products and services to suit your risk profile.
Selling your family home to pay for care home fees is a big worry for many clients and, so, if you wish to have specialist advice about how you can save inheritance tax then we have the expertise in-house.
Many people are deterred from making a Will because they do not want to think of their children without them. A Will can reflect a parent’s wishes and clearly state who will care for a child/children in the event of the death of both parents or guardians. Why leave this decision to chance?
For your information, if a mother is not married to the child’s father, or the father’s name is not on the child’s birth certificate, then the mother would need to appoint the father as the first chosen guardian. If this was not done then according to the current law, the father would not have any automatic rights as guardian, if the mother died first.
If you have not or do not make a valid Will before your death, then the intestacy rules will apply. The law does not provide well for modern family situations and the Intestacy Rules are complicated, but generally your surviving spouse or registered civil partner will benefit in precedence to anyone else. However, they may not receive all of your estate, depending on whether or not you have children. If you do not leave a surviving spouse, registered civil partner or children then the intestacy rules set out who will benefit from your estate (depending on which of your relatives have survived you). This would not include your partner if you are not married or in a registered civil partnership. You may also end up having unnecessary and horrendously complicated statutory trusts of intestacy, which will add to the legal costs of administering your estate. If you have not made a valid Will then the law also sets out who is allowed to administer your estate. If potential beneficiaries cannot be found then your estate will go to the Crown!