When to make a will
Your will sets out what happens to your money, property and possessions after your death.
Over time your wishes, circumstances and assets change. Those you leave behind will benefit from you keeping your will up to date.
Benefits of instructing Julie West Solicitors
Your solicitor will be a specialist, all advice will be tailored to your needs and circumstances and delivered in a friendly and straightforward way.
If you're not sure whether you need to update your will, we offer a will review service.
Inheritance tax advice is included in our service.
You're welcome to keep your will safely in our in-house storage system without charge.
How it works
Process
The process of making your new will is simple. Once you have made contact with us, spoken with your solicitor and decided to go ahead we will send you our welcome pack of paperwork to complete and return.
Your solicitor will produce drafts for your approval within 14 days. Once you are satisfied with your new will, we will make arrangements for you to sign.
meetings
You will always be asked if you would like to meet your solicitor. Although a meeting is not a prerequisite to making a new will, if you have the time, we think meeting your solicitor face to face is of great benefit.
Your solicitor may be able to come and see you at home or offer you an appointment out of usual office hours if it helps you. Our meeting room and client facilities have level access. Our allocated office parking is right outside the office door. If you are unable to make it to our office, your solicitor will come and see you at home.
Timescale
Your solicitor will send you a draft will within 14 days of receiving your instructions. Generally, you can expect to have your new will in place within one month of your first contact with us.
Fee list for wills
Included in our fees
All retainers include:
A review of your current will.
A meeting to talk through all the issues unique to your family and circumstances.
Advice from a specialist solicitor tailored to your needs and delivered in a friendly and straightforward way.
A draft for you to approve including commentary that explains exactly how your will works.
Inheritance tax advice, including exemptions and allowances.
Preparation of final signature copy and witnessing service.
Safe storage in our in-house system.
Electronic copy for your records.
Law Society Wills and Inheritance Quality Scheme (WIQS)
Our specialist solicitors are accredited under WIQS. The Law Society launched the WIQS scheme to help consumers make an informed decision about who to instruct to assist them with their wills and probate advice.
The primary aim of the scheme is to help the public avoid advisers that are unregulated, uninsured and untrained.
Achieving the WIQS accreditation shows that we follow best practice procedures to meet the highest standards of technical expertise and client service in providing tailored wills and probate advice to our clients.