How to make a Will

It is important to protect your loved ones by leaving a Will giving clear instructions that they can rely on at a time of bereavement. We offer a discreet and bespoke service which will give you peace of mind.

The Will Business combines a professional approach with great value for money.  Established in 2009 and based in Polstead.

Our process is to take initial instructions by telephone, email, Skype, Zoom or other technology, and then follow up with draft documents either by email or post.  The documents will reflect the client’s wishes in appointing executors and dividing up their estate, and will also take account of any inheritance tax planning considerations. Often our clients are unsure as to how to proceed with family legacies and we can help by providing objective guidance.

We are experienced in a wide range of situations including appointment of guardians where children are involved, advising on situations which may lead to disappointed family members, trusts for disabled beneficiaries, protecting the family home from sale to pay for care costs, and safeguarding the interests of an unmarried partner.

The final form Will is either sent via Royal Mail with full instructions, or delivered in person so that we can assist with the execution.  Either way, our clients are fully supported at every stage. The final document will be a Will that reflects the client’s wishes and is a valid legal document. After execution we conduct final checks that the Will has been correctly signed, and organise secure storage as discussed with the client.

How to make a Lasting Power of Attorney

Lasting Powers of Attorney are available in two forms.  They cover financial decisions or, alternatively, health and welfare.  LPAs enable the applicant to appoint one or more attorneys to manage the applicant’s affairs in the event that the applicant loses mental capacity.  It is relevant to remember that loss of mental capacity can happen at any age, through illness or accident. Many younger people are now signing LPAs.

These forms are extremely useful in promoting those vital family conversations, so that they don’t have to take place “after the event”. Once the LPAs are signed, we will provide the certificate of mental capacity and arrange filing with The Office of the Public Guardian as required by law. The applicant can then keep a copy of the LPA in a safe place until it is needed.

Trevor Dodwell