Our Wills Service
If you had the chance to provide some peace of mind and reassurance after your passing for those closest to you, surely, you’d take it?
By preparing a Will, you achieve just that and ensure your wishes are catered for and delivered after your death. It stops the worry and angst of dealing with delicate financial matters during a time when family members and friends should be focused on grieving and seeking comfort in one another.
As part of future financial planning, a Will is an important part of the process; every adult should have one in place and the dedicated team at Winns are here to help.
What is a Will?
A Will is a legal document that clearly states your financial estate wishes upon your passing. It can specifically record who you’d like to receive sections of your estate, how much or which assets and what, if any, stipulations you’d like to include.
When discussing and separating your financial estate, the process of probate is far easier if a valid Will is present and lodged with a solicitor.
What can you include in a Will?
A Will can include your wishes for sums of money and assets which form your estate. This can be properties, proceeds of property sales, straight sums of money in the form of savings and pension payouts, as well as any residual funds in current accounts and/or ISAs among others. There are also your physical assets to consider; particular items you’d like certain people to receive after you pass away.
You may want to consider the childcare arrangements of your children should you pass away, or if you and your partner were to pass away. These considerations can be incorporated into the document so they have someone to care for them if the worst happens.
It is best to discuss this with a legal professional. At Winns we have a dedicated team, experienced and skilled in Will creation. They will talk you through matters and ensure your wishes are considered and everything you want included is put on paper.
How is a Will created?
If you choose a legal professional, like Winns, to create your Will they will arrange an initial meeting – either remotely or in person – to discuss your circumstances and find out what kind of Will is appropriate. Then, you will be sent a questionnaire which will ask relevant questions about your financial assets, your desires for them and who you’d like to benefit.
Once this is returned to the legal team, they will create a draft document before sending to you for final approval. If you are happy that the document accurately reflects your wishes, it will need to be signed and witnessed.
At this point, you will receive a copy and the solicitor will keep the original securely stored for future reference.
Why choose Winns?
There are many ways to produce a Will but the one that provides most reassurance is when using the service of a legal specialist, who will have produced hundreds of Wills previously. The team at Winns is headed by Rebecca Harbron Gray, a solicitor with decades of experience in Wills, Probate and Trusts and rich knowledge of the subject matter. We offer a methodical, meticulous and, just as importantly, compassionate service which deals in sensitive matters with humility. But don’t take our word for it:
“Rebecca from Wills and Probate was the ultimate professional: polite, considerate and efficient when dealing with sensitive family issues.”
“I had an urgent problem. Rebecca Harbron Gray dealt with it within hours, much to my relief. It is so reassuring to know that someone is so willing to help, and so speedily, when requested. Excellent, professional, proactive service; greatly appreciated.”
Take the first steps to a reassuring, more secure future by calling the team at Winns.
What happens if I don’t have a Will?
As happens far too often, people pass away without a Will in place resulting in them being classed as having died intestate. It means they have no legal way of expressing their wishes for their estate and the rules of intestacy apply. Only married or civil partners, and some other close relatives, can inherit under the rules of intestacy.
Can a Will be invalid?
There are instances where a Will can be deemed invalid, including if the deceased lacked the mental capacity to complete one when writing a Will, or if the document wasn’t properly signed or witnessed (there are strict rules regarding this), or if the deceased didn’t know and approve the contents of the Will.
If a Will is found to be invalid, the rules of intestacy apply, so it is important to get it done correctly and rely on the support of legal experts like Winns.
Where should I keep my Will?
It is important to keep your Will with other relevant financial documentation in a safe location in your house but inform the person you’re living with (if applicable) where they are in the event of your death. It makes the process in the aftermath of your passing much easier and allows those involved to focus on the grieving process instead of financial matters.
The producer of the Will often keeps the original copy, in a secure location, as standard practice. That way it is safely stored and less likely to be lost or destroyed in error.
If you haven't got a will, get one now! I had been putting off writing my will for some time as I thought it would be time consuming and difficult. After losing my husband unexpectedly at just 50 I knew I needed to make my will now. Rebecca made the process effortless, I wish I had done it ages ago. It's very reasonably priced too! Thank you
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Meet the Wills, Probate & Trusts Team
Rebecca Harbron Gray
Head of Wills, Probate & Trusts
For More Information
- Call Rebecca Harbron Gray and her team on 0800 915 2328.
- We offer home visits across the North East.
- Covid precautions and guidelines followed.