How often should I review my Will (and other legal planning)?
Tax rules change every year, asset values change all the time, Judges change the law regularly, Parliament update the rules, your family situation is always developing, and children have 18th birthdays and from that point on, they are legally on their own. Octogenarians’ executors tend to be fairly old, too!
Holes open up in your legal planning from time to time, so let’s work together and fix them – the review is FREE. So how often should you review your Will and other Legal Planning? Not less than every 3 years – sooner if there are significant changes in the family. Miss them and (as an example) your beneficiaries might lose out on £140,000 – sometimes even more. A stitch in time can, for example, save the life of a loved one being run by Social Services, solicitors and the Court of Protection. My advice is available throughout England and Wales, and face to face meetings are available in the local are
See below the enquiry form for WHY both Professional Will Writers and you need regular updates…
I have been offering advice on Wills, Powers of Attorney, Trusts and Inheritance Tax Planning as a professional service since 2001. I became the Sussex Chairman of the Society of Will Writers over a decade ago, and help ensure that our local members have access to adequate access to training and updates monthly. Just recently, I have sold my larger Will Writing business and settled down to a more peaceful life without staff and a lot less admin – I love working with people. I am based in Polegate but am happy to work with pleasant people throughout England and Wales by phone, email and video link. Visitors are welcome, by appointment. I am just off the big Cop Hall roundabout where the A27 and A22 meet, or from the other direction, head north past Polegate School.
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“Stephen has recently helped me with both types of Lasting Power of Attorney, answering all my questions and guiding me with some difficult decisions. He’s very experienced, professional, friendly and polite. Happy to recommend his services to anyone.” Teresa Fowler.
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This means that I am well equipped to help protect you and yours when things go wrong, but last minute Legal Planning can only be a sticking plaster, a proper job requires planning and review. Please don’t leave it just that bit too long:
Call 01323 766766 for a no-obligation chat with Steve Pett, the Professional Will Writer, or make an appointment for a free review. Route – pop in your postcode. Home visits local to Polegate are possible, as are out of hours meetings and chats. Or just ask for my FREE Guide to Legal Planning.
“Good evening Steve, It was a pleasure meeting you, I said to my daughter just like chums chatting yesterday, felt relaxed with you, so thanks for that alone.”
Would a free informal chat be helpful? Use the enquiry form or just call me – I do try to answer the phone until 9 pm and at weekends if I can.
Why on earth would professional Will Writers need monthly updates?
This is why:
- Every week, judges make decisions that re-interpret or even change the law on estate planning.
- The government regularly tinkers with Estate Planning, trying to improve things, with new documents, online access, reducing key staff etc!
- The Taxman is always keen to try his or her luck at anything that might bring in more Inheritance Tax, so the rules are not as stable as you might expect.
- Above all, YOUR and your family’s circumstances are continually evolving.
- Marriages and separations, divorces, births, deaths, sex changes, windfalls and bankruptcies all mean that previously sound Estate Plans no longer do what you might expect, and that is before you take into account the previous four issues.
- So you think you know who your legal next of kin are? You could be in for a shock!
- People regularly make the lives of those left behind more complex than necessary and rack up lawyer’s fees needlessly.
- How about what happens if no Will is found? Or a couple are not married? (Though there is a tiny bit of good news there.)
- Could a Charity benefit from your Will? There could be tax savings…
- Checklist and fees
- If you are in England and Wales and want “a will writer near me” – I can help, and if you are far away and a face to face meeting is essential, we have 1,700 contacts and one of them is bound to be within easy reach of you.
Is this the page you want? Checklist and fees. Fair prices, no sales tactics, low overheads, and sound advice.
I recommend that all Legal Plans should be reviewed no less often than every 3 years – and more often if circumstances change.
That doesn’t mean that changes will be necessary – only that they might be. Many firms write Wills and other documents which lack flexibility – for example, some will mean that you have to update them if you have another child, or that child will be left out. Someone reading this will be in that situation – unknowingly. As a professional Will Writer, I will help if I can
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Make a Will in Polegate. Make a Power of Attorney in Polegate. Will writer near me? Not a problem, we have contacts throughout the UK, just ask.
