• Answer some questions about what’s important to you and we can help you get the right will.

  • Do you already have a will?
  • Have your circumstances changed since you made your will? (For example, you’ve got married, separated or had a child.)

  • ABOUT A WILL

    A will lets you decide what you want to happen to any money, property and belongings you have when you die — you choose who you want to benefit, and how.

    If you and another person, such as a partner, agree on what should happen to the things you own when you die, it can be cheaper to make 2 wills together.

    They are called 'mirror wills'.

  • Do you want to know more about making mirror wills?

  • Making 'mirror wills' tends to be a good option if:

    • you want to leave everything (or most things) to each other
    • when you’ve both died, you want to leave these things to the same people, such as any children

    You can make small exceptions if you want to pass on specific items or one-off cash amounts to certain people.

  • Would you want to make mirror wills with another person?

  • You can include a ‘trust’ in your will. A trust allows you to name people (known as 'trustees') to manage some or all of the things you leave in your will.

    Including a trust can:

    • help you control who ultimately benefits from what you leave
    • stop an amount being used for care home fees
    • help someone who's unable to manage what you leave them
  • Do you want to find out about how including a trust could help protect what you leave?

  • After your death, people can do what they want with what you’ve left them.

    They can spend it or leave it to whoever they want in their will – this could be people you would not have chosen.

    You can include a trust in your will to prevent this.

    This means:

    • the person you've left things to would still benefit
    • when they die (or when the trust ends) you name someone else to ultimately get what you left, for example, any children
  • Would you want to include a trust to be certain about who ultimately benefits from what you leave?

  • For example, you could include a trust to your will that says you want your children to ultimately get your share of a property, while allowing your partner to live there for as long as they want.

    When your partner dies, your children would get the property.

  • Would you want to include a trust to be certain about who ultimately benefits from what you leave?

  • Your will only protects your wishes after your death. Before getting your will recommendation, 

  • Do you want to know how you can also protect your wishes during your lifetime with a 'lasting power of attorney'?

  • A lasting power of attorney means you legally appoint one or more people to make decisions on your behalf if you’re unable to in later life.

  • Image field 54
  • If you had an accident, or became unable to make decisions about your money, health or medical treatments, who would you want to make decisions on your behalf?

  • Even though you'd want someone else to act for you, without a lasting power of attorney they wouldn't be able to.

    They would have to apply to the courts to get the legal rights to do this for you. This can cost thousands of pounds and can take months to sort.

  • Would you want to choose someone that you trust to make decisions on your behalf if you’re unable to?

  • There are 2 different types of lasting power of attorneys (LPAs). They let you appoint the person or people you trust to make decisions about either:

    • your home, bank accounts, bills and pension - this is called a ‘lasting power of attorney for financial decisions'
    • your medical care, daily routine and living arrangements, like whether you should go into a nursing home - this is called a 'lasting power of attorney for health and care decisions’
  • Which decisions would you want someone to make on your behalf?
  • Do you want to change what you put in your will?

  • Based on your answers, we recommend that you get a single will

    What would you like to do next?

  • Start Your Will Online >>            Request a Callback >>

  • If you and another person, such as a partner, want to both get a lasting power of attorney for health, care and financial decisions, and appoint the same people, it can be cheaper to make LPAs together.

  • Who would you like to appoint as your lasting power of attorney for health, care, and financial decisions?

  • Based on your answers, we recommend that you get a single will

    • get a single will
    • get Lasting Powers of Attorney

  • What would you like to do next?

     

  • Start Your Will Online >>             Book an appointment with an estate planning consultant >>

  • Are you worried about how someone would be able to manage what you leave them? (For example, if they’re vulnerable, not good with money, or you’re worried that the inheritance may affect any benefits they get.)
  • Is that person, or one of those people, under 18 years old?

  • If you’re worried about how someone would manage what you leave them, you can ask other people you trust to manage it on their behalf.

    You can tell them what you would like the person to get, and in which circumstances, and they agree to act in that person’s best interests.

    Doing this also means it will not affect any means-tested benefits they might be getting (these are benefits that are affected by the amount of money a person has).

  • Would you want someone you trust to manage an inheritance on someone else’s behalf?

  • If you want to leave something to a person under 18, you will be asked to name people you trust to manage what you leave them until they reach 18 (or another age that you can choose).

    If you’re worried how they will manage what you leave them after that age, for example if they have a disability or long-term condition, you can ask the people you trust to manage it on their behalf on an ongoing basis.

    You can tell them what you would like the person to get, and in which circumstances, and they agree to act in that person’s best interests.

  • How long would you want to protect what you leave them?

  • Based on your answers, we recommend you:

    • get a single trust will
    • get Lasting Powers of Attorney

  • What would you like to do next?

     

  • Start Your Will Online >>             Book an appointment with an estate planning consultant >>

  • Does your will include a 'trust'? This means you've appointed a person, or people, to manage what you’ve left to someone else (known as 'trustees').

  • Type of will

    A single will is a will for one person.

    Mirror wills are 2 wills that you make with someone else. You both agree what should happen to the things you own when you die - the same people benefit in the same way.

     
  • What type of will do you have?

  • You can include a ‘trust’ in your will. A trust allows you to name people (known as 'trustees') to manage some or all of the things you leave in your will.

    Including a trust can help:

    • you control who ultimately benefits from what you leave
    • someone who's unable to manage what you leave them
  • Do you want to find out about how including a trust could help protect what you leave?
  • Should be Empty: