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Making a Will

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

Register Your Will

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Register your Will today.

Our Wills now include FREE registration on the national Will register, Certainty.

Starting A Family?

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Starting a Family?

It's time to write a Will

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.

For more information, or to arrange an appointment with an expert, call 0330 017 6302* or email info@bannerjones.co.uk.

*calls cost no more than a local 01 number and are included in your mobile minutes.

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