Will Writing & Estate Planning Durham

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Wills and Estate Planning Advice

At Joslin Rhodes, our expert Wills and Estate Planning team have extensive experience in creating Wills. We’re here to give you peace of mind that you’ve got everything covered when planning your legacy for your loved ones.

A badly written Will can be costly, eating into your family’s inheritance and possibly leaving them with nothing. It could also have considerable  tax implications for your loved ones too.

We’ll properly structure your Will, making sure no loved ones are disinherited and your legacy lives on after you.

We can also advise you on Inheritance Tax, Care Fees,  Lasting Powers of Attorney, Trusts and Life Insurance, to protect your loved ones wherever possible.

As an ongoing service, we’ll review your documents to make sure they’re always in line with your wishes. For more info on our services you can visit the following pages.

Pension Advice Durham

Financial Advisor Durham

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Will Writing Service Durham

Many people assume if they don’t have a Will, things will just be shared out between their loved ones but there are some instances when this might not be the case. It’s also possible to disinherit them without realising it, which makes setting your wishes out in a Will an important decision.

If you don’t have a Will when you die, your assets are distributed by the laws of intestacy.

This works by looking at your next of kin, so if you’re married with no children, your partner receives everything, if you have children your partner receives the first £250,000 plus possessions and half of the remainder. Your children will receive the rest.

If you’re not married but do have children, everything passes to your children equally. If you don’t have children it goes to your nearest living relative in order of your parents, then your brothers and sisters, then grandparents, then aunts and uncles. If there’s no living relatives everything passes to the crown.

What Is Estate Planning?

Estate planning , or Protect as we call it, is all about protecting your financial planning, so you know your assets and family are protected when you’re no longer here. It could include things like:

  • Wills
  • Trusts
  • Lasting Power of Attorney
  • Care fees planning
  • Inheritance tax planning

You tell us all the ways you’d like to protect your assets and we’ll structure your Will, so your final wishes have the legal status to be carried out in the way you want.

Essentially, the Protect team are there to make sure what you leave behind goes to the people you want and not someone else you haven’t considered.

Wills Probate and Estate Planning Durham
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Your Estate Planning

At your meeting you’ll meet the Protect team, who’ll listen to your concerns and chat about what you’ve already got, before talking through your options to plug any gaps you might have.

We’ll also look at things like, what you want to happen to your estate when you’re gone and help solve any potential issues.

Don’t take our word for it…

Meet some of our clients and see what they think of us,
the PlanHappy process and how it’s helped them do what they wanted…

Talk To The Experts

Ready to talk? Our friendly team are here to help. Simply pop a few details into the form and we'll be in touch.

Real Advice, For Real People

We'll show you:

  • Wills Probate and Estate Planning DurhamWhen you can afford to retire
  • Wills Probate and Estate Planning DurhamHow much money you'll need in retirement
  • Wills Probate and Estate Planning DurhamHow to make the most of your pensions and other assets to fund your lifestyle

4.9 out of 5 stars on VouchedFor

Wills Probate and Estate Planning Durham

"I cannot find fault with the service we received. From the warm yet professional welcome to the financial advice we were given. You as a company should be proud of the service you are providing"

Mr. W