Will Writing, Probate & Estate Planning Sunderland
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Wills and Probate Advice
At Joslin Rhodes, our expert Wills and Probate team in Sunderland 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 to 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. We’re also specialists in pension advice and retirement planning within Sunderland.
Will Writing Service Sunderland
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:
- 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.
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.
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4.9 out of 5 stars on VouchedFor
"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"