Making a Will with Middleton Ross is as easy as:
- Meeting one of our solicitors to discuss your wishes. Whether you have prepared detailed instructions already or need advice on what to do, we can guide you every step of the way.
- Receiving the draft Will for approval. After taking your instructions at the initial meeting, in most cases we can quickly proceed with preparing the draft Will, to send to you to read in your own time.
- Signing the Will. In most cases we would encourage a second meeting to go over the terms of the Will with you before having it signed when you are happy with it.
Each person is different and your Will should reflect your own circumstances. We have the knowledge and experience to deal with Inheritance Tax and other estate planning issues to create bespoke solutions to our clients' needs.
At the very least you should have the following:
- An executor. This is the person whom you trust to carry out your wishes. You can have more than one executor at a time and the executor can also be a beneficiary.
- Named beneficiaries. This can be as straightforward or as intricate as you wish.
We would never recommend making a DIY Will. Even a Will with the most simple instructions can go wrong, either due to using the wrong language or not being signed correctly. You can put your confidence in Middleton Ross to understand your needs and reflect your wishes.
Having spent many years avoiding having a will written I finally decided to speak to John Maxwell at Middleton Ross. The whole process was very straightforward and gave me great peace of mind my affairs are in order. Fears of this being a complicated expensive procedure were ill founded. I would highly recommend this prompt professional service to anyone who has not put things in place.