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6 stages of making a will

View profile for Hannah Howe
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Here are the six stages of making a will -

  1. Initial Stage
  • The first step is to contact us to arrange a chat with one of our lawyers. We can send you a questionnaire to fill in ahead of the meeting. This asks for lots of information that may help during the Will-making process, but if you can’t answer all of the questions, or if some of them don’t apply, then don’t worry.
  1. First Meeting
  • At an initial meeting with one of our friendly team, we will discuss your wishes, priorities and circumstances. We will discuss all of the options available to you, and help consider the best way forward. We will ask you questions about what you want to do in your Will and, where appropriate, we will make suggestions about matters you may not have considered. We can also provide advice about your current tax position, information about care fees and also possible challenges to your Will and how best to ensure your wishes are followed after you have gone.
  1. After the First Meeting
  • We will send you a summary of our discussions and your instructions, along with our Terms and Conditions of Business. You need to sign this and return it to us with your identification, so that we can commence work on your Will.
  • Once we have received the signed Terms of Business and your ID, we will prepare a draft Will for your consideration.
  1. Discussion Stage
  • We will then liaise with you to ensure the Will is exactly the way you want it, and that you fully understand all of its clauses and implications. Your Will can be amended as much as is needed to make sure you are completely happy with it.
  1. Signing Stage
  • When you are happy with the Will, we arrange a further appointment for you to sign it. Where the Will is signed in our offices, we provide the independent witnesses and ensure that all signing formalities are complied with to make sure the Will is legally valid.
  1. Post-Signing
  • Once the Will is signed, it is legally valid and you have a Will in place! You now have the reassurance that your wishes can take effect when anything happens to you.
  • We can store your signed Will for you in safe custody and provide copies for you to keep at home. We can also provide electronic copies if you wish.
  • We can register your Will with Certainty, the National Will Register. This can help those left behind know where to find your Will, when the time comes.

 

Here at Fishers Solicitors, we aim to bring you a first-class Will preparation service. Our solicitors are highly qualified specialists, and many hold membership of The Society of Trust and Estate Practitioners, and Solicitors for the Elderly. This showcases their experience and expertise, and our commitment to the highest standards of client care. Our experts are friendly, approachable and understanding, and can help you make a new Will specifically tailored to your own personal circumstances without any stress or worry.

 

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