Updating Your Will
Is your Will fit for purpose?
Your Will is an extremely important document and if you’ve taken the time to write one then it’s equally important to take the time to ensure that it is kept up-to-date. We recommend that you review your Will every 5 years to make sure that it is still valid and reflects your wishes.
Updating Your Will in Chesterfield, Sheffield, Dronfield and Mansfield
Your circumstances may change over time and these changes should be made to your Will. If not, then your Will may become invalid Will and you will run the risk of dying without your last wishes accurately reflected.
Reviewing your Will is easy – you don’t have to write a new Will every time you need to change it. Depending on the change, sometimes we can simply add a note to your file and sometimes a more formal codicil will required.
Even if your Will was not written by Banner Jones Solicitors one of our experienced Will writers in Chesterfield, Sheffield or Mansfield will still happily review it for you.
Change of address
If you move house then you should let us know so that we can update our records. You won’t need a new Will, we simply add a note to the current one. This also applies to a change of name or address for the beneficiaries.
Birth of any children or grandchildren
This depends on the way your current Will is worded. If your existing Will referred to grandchildren rather than each grandchild by name then you will not need to update your Will. However as step-grandchildren are not your grandchildren the arrival of any step-grandchildren should prompt a Will review.
A marriage or civil partnership
In most cases marriage automatically revokes an existing Will, so a new Will needs to be made, however, if your original Will was made in contemplation of marriage to that spouse it should be ok. We can check it for you just to be sure.
Unfortunately any current married Wills are still valid during the divorce process so it is a good idea to make a new Will as soon as you separate. This is the only way to stop your spouse getting everything should anything happen to you during that time. Only upon decree absolute will the Will treat the former spouse as being deceased.
Please bear in mind that if you are an unmarried, co-habiting couple any Wills remain valid after separation.
Quite often people have friends listed as beneficiaries, however, it’s a sad fact of life that relationships change over time and you may no longer wish for that person to receive anything in your Will. The only way to guarantee that they don’t is to update your Will.
Change of beneficiary
If someone you’d named as a beneficiary has died, you should review your Will to remove that person and say who will now receive the inheritance. Most Wills may already contain a substitute but it would still be worth letting us know.
If your son/daughter as the main beneficiary is going through financial difficulties or even divorce it could be worth adjusting your Will to avoid them inheriting the current gift outright.
Change of executor or guardian
If you wish to change an executor or a named guardian this must be reflected in your Will. Maybe a child who couldn’t previously act is now over the age of 18 and could take on this role, or maybe your executor’s health has deteriorated and they would no longer be able to take on the role.
Gifts of specific items
Maybe you no longer have the item or you would like for it to go to someone different?
If you have started a new business or your business interests have changed your Will may need updating. You may need more appropriate executors in place who can deal with running the business during the administration period.
It may also be worth speaking to a commercial solicitor in respect of shareholders agreements and partnership agreements.
Changes to Assets
Additional Property. If you purchase additional properties then it would be worth letting us know, although it is likely that this additional asset simply forms part of your estate residue. Please note that we do not include foreign property in our Wills – you’d need to consult a lawyer in the jurisdiction where the foreign property is based
Trusts. You have acquired an interest under a trust and therefore you should update your Will
Wealth. If you are fortunate enough for your wealth to have grown over time then your Will should reflect this. If the opposite is also true, then it would also be worth telling your solicitor to make sure this is noted in your Will
Changes to the Laws and Tax rules
Laws may change which could affect the assets in your Will and how they are a distributed. It’s wise to speak with your solicitor or financial advisor as soon as anything changes that you think may affect your Will.
The Little Book of Me
In a digital world full of account numbers and user names, it may be hard to imagine someone trying to locate all of that information when the time comes. We have created a ‘Little Book of Me’ document as a way for you to capture all of your important personal and financial details in one place. We are currently offering this for FREE and will store it alongside your Will or LPA for safe keeping.
Want to know more?
We wish to thank Banner Jones for incredible assistance in guiding us and explaining the process of our Wills and LPA'S.Mr & Mrs S, Chesterfield
We had Wills drawn by a different solicitor’s firm who left us confused and anxious. By contrast, the solicitor was patient, helpful, clear and gave us good advice. Thank you for an excellent service. We recommend Banner Jones highly for Will writing.Mr & Mrs G, Old Tupton
We used Banner Jones at Chesterfield for two separate activities recently. Firstly, conveyancing for selling & buying property. It must be tough managing timings of sale/purchase, but they did very well for us. Secondly, production of our Wills. One or two things were complex, but the advice we got was helpful. We will, if necessary, use Banner Jones again & will also recommend them.Mr & Mrs N, Dore
The young lady was so friendly and helpful, and made me feel comfortable – which is a rare thing these daysMrs T, Sutton In Ashfield
Made Will with another solicitors that no longer exists and had to trace it. It is reassuring to know that, with Banner Jones, I will be automatically contacted in five years after the distressing experience of discovering my Will wasn’t where I thought!Ms S, Chesterfield
Staff who have helped me at Banner Jones have been professional, courteous, prompt and kind. Special thanks for advice and updates (about safeguarding ideas too), and for my Will.Ms R, Bolsover
All my requests were dealt with efficiently and with respect for my situation, after my recent loss.Mrs B, Morton
A very prompt and helpful group of lawyers. First class service.Mrs T, Tuxford
Katie was the advisor who dealt with me. I found her to be friendly and very helpful. She explained anything to me that I didn’t understand.Mr W, Chesterfield
My family, and our business, always use Banner Jones Solicitors for a range of legal services. From wills and property purchases to more complex commercial legal matters, I would not hesitate in recommending Chris Sellars and the team at Banner Jones Solicitors.Chris Breeze Managing Director â€“ DCJ Group Insurance, Chesterfield
Throughout my dealings, Chris has shown fantastic communication skills, judgement, perseverance and research knowledge and I cannot praise him and Banner Jones enough.
Your service was very satisfactory and pleasant.Mrs H, Mansfield
The staff were kind and helpfulMrs T, Mansfield
Banner Jones provided a friendly welcoming professional environment when we visited their offices and the advice and service was first class. We would certainly use Banner Jones for the other services as well and will recommend the company to family and friends.Mr & Mrs S, Chesterfield
Excellent, efficient service, Katie was very pleasant and polite. We were made to feel at ease.Mr Mrs C, Dronfield
Fantastic service from Katie. I was made to feel very comfortable with talking about my affairs, very professional.Mrs P, Chesterfield
I would just like to pass on my comments with regards to the first class service we received with the estate of my dear late mother.
We have been dealing with Banner Jones and I would like to say they have been excellent throughout. We have found them to be extremely efficient, helpful, understanding and friendly at this difficult time.
Also very accommodating with appointments as I work full time.
I would also comment she was very patient in dealing with my elderly father who struggles with severe hearing difficulty.
I have no hesitation in using your services again, we will shortly be making appointments to update the will for my father and in due course I will also be updating my own will with Banner Jones as all of our family affairs are with your company.
I will have no hesitation in recommending Banner Jones Solicitors to others, once again, thank you to you all.Ms Carpenter
Very happy with all aspects of my treatment at Banner Jones. Thank you very much Katie.Mrs A, Chesterfield
Excellent. Katie was very pleasant and helpful.Mr & Mrs B, Chesterfield
Natalie at Banner Jones helped us update our Wills. She was very thorough whilst being sensitive to our situation She made it an easy, simple process. We recieved our Wills quickly and completed the matter within 3 weeks!Mr & Mrs F, Chesterfield
Excellent service from start to finish! Prompt, trustworthy, reliable and extremely helpful. Highly recommended!
Many thanks to Katie Woodward for her wonderful assistance.Mr & Mrs C, Chesterfield
Extremely satisfied with the service provided by Katie (and Ellie) in a very professional, friendly manner. The making of the Wills was handled sensitively, thank you.Mr & Mrs P, Mansfield
We used Kat Wheeldon at Banner Jones for our Wills and Powers of Attorney. We always had a friendly but professional service. Details were explained clearly so that we understood exactly what was involved and required. Fees weere explained straight away. We shall return to Banner Jones for any further legal work.Mr & Mrs Diprose
I have recieved help and advice from Katie Woodward, she is kind, considerate and professional. I would be pleased to recommend her to friends, family and colleagues. Many thanks.Ms A, Chesterfield
Banner Jones staff have always been professional and kind throughout my dealings with them. They have been very considerate towards my elderly Uncle, and met his needs - Whether his physical or mental impairments - Making adjustments to their practice with no hesitation at all.Mr P, Chesterfield
Both Natalie and Stacey were very friendly and I had a professional service for both my house purchase and Will. The staff were very nice to talk to and helped me with every step if I was unsure what to do. Will highly recommend to friends and family.Ms L, Chesterfield
Everything involved was dealt with in an exceptionally professional manner. Amy was a very friendly person to deal with, very knowledgable and also very sympathetic and sensitive to our needs. We could not have been better served!Mr & Mrs W, Nottinghamshire
Because we are in our 90's and only essentially amending our Wills, Amy was very patient and extremely sensitive to our situation. She explained the issues involved in a manner whcih was very easy to understand. She gave us a great deal on confidence and we were extremely happy with the outcome.Mr & Mrs W, Mansfield
All staff (off all levels) were very friendly & helpful. Tea/ coffees were made available at the outset and not as an afterthought. I can see no reason at all to not use Banner Jones again for any other aspects of my affairs! Thank you!Mr M, Chesterfield
A pleasing seamless experience. Very helpful and knowledgable staff. Thank you.Mrs P, Dronfield
5 stars across the board!
Advised me about my Will. The lady was very knowledgeable, clear, friendly and punctual.Mrs W, Matlock
I wanted to thank you and your team for the ease (from my point of view) with which everything just happened. Once again many thanks for the help, advice and great service we received from you all, including your kind receptionists who were always so helpful and welcoming as I struggled through the door with Vicki's wheelchair!Mr C, Bonsall
A simple job, competently handled.Mr H, Chesterfield
Having been with Banner Jones for many years and dealt with them many times on all types of legal advice. The advice and professional service is of the highest quality as always and would have no problem in recommending them to future clients.C Mellows, Chesterfield
Very good service, answered all my questions and made me feel I was informed of everything.Mrs T, Chesterfield
We contacted the solicitors with a view to prodding new Wills that more accurately reflect our current wishes, compared to our existing wills. Our initial consultation was carried out remotely due to covid restrictions but this did not affect the quality of the information provided. The preparation of the Wills was very straight forward and we were kept fully informed throughout the process. The final signing of the Wills (and subsequent issuing of the Wills), was equally efficient overall. We are very happy with end result.Mr L, Chesterfield
I want to express my sincere thanks for the outstanding work you have done to help me get to this point. I have really appreciated your clear and concise explanations to my questions, and your patience and understanding when I dipped out of the process. It’s been a pleasure to work with such a consummate professional.Mrs B, Mansfield
"May I put on record my very high level of satisfaction with JADE BURNSMr J, Chesterfield
In preparing my will update recently she has combined considerable professional competence with a very pleasing human manner.
All credit to her. Thank you for your service."