Making a Will

Writing a Will could be the most important thing you'll ever do.

Not sure where to start?

To help get you started here are a few things to think about when preparing to write your Will.

Your Estate

• Make a list of everything you own and what it is worth (assets)
• Include any life insurance policies and pension assets (if not already assigned)
• Subtract any money you may owe on death, such as mortgages and loans (liabilities)
• Estimate how much your estate is likely to be (the difference between your assets and liabilities)

The Beneficiaries

• Make a list of those whom you want to benefit, including names and addresses.  Think about any wider family and friends also
• Think about who you would like to be guardians for your children and seek their approval
• Think about whether you want to leave gifts to any charities. See our legacies page for more information
• Make a note of who you DON'T want to benefit

Once you have all of this information you are ready to start drafting your Will

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Reviewing your Will

Circumstances change over time so we advise that our clients review their Will every 5 years to ensure it still meets their needs. For example you may have moved house, gone through a divorce or maybe even had more Children/Grandchildren in that time.  Some people may change their Will several times over their lifetime and there is no limit to how many times you can do this.

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