A Will Review involves a thorough examination of your existing Will to ensure it accurately reflects your current wishes, financial situation, and any changes in the law.
Through our Free Protect Survey, we can help identify any areas that may need updating or clarifying, ensuring your estate is handled according to your intentions.
While there’s no set rule for how often you should review your Will, consider a review:
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Regular checks help ensure your Will remains relevant to your current situation.
Marriage, divorce, the birth of a child, or the death of a beneficiary are key times to review your Will.
Buying or selling property, receiving a large inheritance, or starting a business are good reasons to update your Will.
If relationships with beneficiaries or executors change, your Will should reflect these changes.
New Inheritance Tax laws or other legal changes can impact your Will, making a review necessary.
We start with a full review of your current Will and personal circumstances, to spot any changes that may need to be made.
We carefully review your Will for outdated details, inconsistencies, or anything that may need clarifying or updating.
We make sure your Will meets current legal requirements and helps avoid any potential issues for your estate or beneficiaries.
After reviewing your Will, we’ll suggest any updates needed to make sure it fully reflects your current wishes and circumstances.
If changes are needed, we’ll help you update your Will and make sure everything is legally valid and properly recorded.
We provide ongoing support and reminders to review your Will regularly, so it stays up-to-date as your life changes.
If you die without a Will, your estate will be distributed according to the UK’s intestacy laws. This means your assets may not go to the people you would have chosen, and the process can be more complicated and time-consuming for your loved ones.
Yes, you can change your Will whenever you need to. To make minor changes, you can add a Codicil. For major changes though, it’s often best to create a new Will.
While minor changes can sometimes be made yourself, it’s often best to seek professional help to ensure the changes are legally valid and comprehensive.
The cost of a Will Review can vary depending on the complexity of your estate and the extent of the review needed. You can contact us today for an initial no-cost consultation, where our Financial Planners can explain the relevant charges.
An outdated Will can lead to legal complications, family disputes, and unintended distribution of your assets. Regular reviews help avoid these issues. Take a look at our Will Review Services to see how we can help.
