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Making A Will

HOW DO I MAKE A WILL?

If you don't have a will yet, or need to update a previous will, you should get one drafted by someone with experience- there are many unqualified firms offering will services, we are a professional law firm.

Your will must also be signed and witnessed. If the proper procedures are not followed, your will may not be valid – we ensure all the formalities are complied with.

Instructions in your will can include:

Your partner, children, grandchildren, other family members or friends you want to provide for

Any family trust that you wish to leave property, money, or other assets to,

Specific bequests such as cash payments, jewellery, artwork or furniture you want to leave to particular family members or friends,

Any charities or organisations you may want to leave money to,

Details of how you would like your funeral to be carried out,

Details of how you would like your funeral to be carried out,

It is a good idea to to set up an enduring power of attorney at the same time as you make your will.

WHO IS INVOLVED?

A will needs both an executor and a trustee. An executor obtains probate of your will from the court (when required) and the trustee carries out your wishes as set out in your will when you die. You can appoint a family member as the executor and the trustee– even if they are going to benefit from the will - but make sure they're happy to take on the role. You can appoint more than one executor and trustee, letting them share the work and the responsibility.

Appointing a professional executor and trustee is often a good idea, particularly if your estate is large or complicated.

Tip: If you already have a will, is it up-to-date? Does it reflect your current situation? Your financial or personal circumstances may have changed since you signed it.

Review your will whenever you have a big life change like the birth of a child or separation.

For example, if you get married or enter a civil union your will is automatically revoked unless it states otherwise or specifically says that it was made with regard to the coming union.

Other life events like birth of children or grandchildren, or the purchase of a property, are all good reasons to check your will.

Make sure you keep a copy of your will in a safe and accessible place - and let your executor and loved ones know where it is.

contact us

ALPS Legal Practice Ltd
Sunnyside Mill, Highfield Road,
Congleton, Cheshire. CW12 3AQ

Tel: 01260 241000
Fax: 01260 292584

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ALPS Legal Practice Ltd is Authorised & Regulated by the Solicitor’s Regulation Authority.

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