5 simple steps to writing your Will
Research by the insurer Royal London found that only two out of five adults (41%) have a valid will in place. Among homeowners, those without a valid will rises to 44% and around two-thirds of parents with dependent children (63%) do not have a valid will. There are many reasons people put off getting a Will; perhaps the biggest misconception is that it’s complicated. In truth, it couldn’t be simpler. In just five simple steps, you can achieve peace of mind, knowing that your loved ones are taken care of.
1) Book a meeting
When discussing something as personal as your will, dealing with a human makes a big difference. A conversation could be the difference between achieving what you’d like or not, receiving good advice or making a bad decision. Your convenience is key. Your My Family Legacy consultant will arrange a time that suits you, whether via video call or face-to-face.
2) We listen
We’ll ask about what you’d like to achieve and get to know you as an individual. You’re unique and so is your will, we won’t shoehorn you into a box. Once you’ve explained what your aims are, we’ll talk through your options, make suggestions and answer any questions you may have.
3) We’ll provide the information required
Once we have had our meeting, we’ll send you details of your options based on what we have discussed. There are many things to think about when writing your Will, and we appreciate that it can be a lot to take in. You don’t have to make any decisions on the spot. After our meeting, we send the relevant information for you to think about, as well as the costs. There’s no hard sell; it’s your decision, in your own time.
4) Instruct us
If you’d like to go ahead, simply let us know. We’ll draft your documents and take care of all the official paperwork. We’ll provide details of timelines and when to expect your documents.
5) Your Will is ready
Once drafted and you have checked everything, we’ll draw up your official Will ready to be signed and stored. Remember, whether you decide to keep your Will in professional storage or hold onto it yourself, let your loved ones know, so they can access it easily when the time comes.
Is your Will up to date?
If writing a Will has been on your to-do list, don’t leave it too late. Or perhaps you have a Will already; are you sure it reflects your current situation?
Writing a Will doesn’t have to be complicated or daunting. Instructing a professional Will writer is a pain-free process and can actually bring a lot of comfort as you take steps to look after the people closest to you.
Contact My Family Legacy on 0117 279 5507 to discuss writing your Will today. We’d be happy to put your mind at ease.