Wills and Trusts
Everyone should have a Will and whatever your client’s age, it is sensible for them to plan what will happen to their assets after their death. Whether they want to ensure that their family is provided for, appoint guardians for their children, reward friendships or ensure that their assets pass to particular people, making a Will can provide peace of mind and prevent legal problems for your client’s family later on.
We offer a range of Will packages and can advise on the best way to ensure that your client’s wishes are met with regard to their estate. Our lawyers will work closely with your client so they understand the available options and how they work. We will take time to get to understand their needs and what is important to them so they can feel confident that they are laying the best plans for the future.
Find the best will for your client
Our ‘Which Will?’ questionnaire can be used to help your client consider what is important to them when it comes to making a Will. The questionnaire takes a couple of minutes to complete and they will receive detailed information about which of our Will packages we believe will best meet their needs, including how much it will cost. This information is to be used as a starting point only; there may be finer details in your client’s circumstances that need to be addressed.
A Will is a complex document and an inadequate Will can lead to serious problems down the line. This is especially true if your client’s financial and/or family situation is complex. Wills quickly become more complex following divorce or separation, especially if there are children involved. Having a family business, multiple properties or international assets can also increase the complexity of a Will, as can the desire to protect an estate from particular scenarios. However complicated your client’s situation, we can help them plan and create a bespoke Will that ensures their loved ones and their estate are protected.
Why choose Clarke Willmott?
We are proud to be one of the first Top 100 law firms in the UK to be a member of the Law Society Wills and Inheritance Quality Scheme (WIQS).
WIQS is a best practice quality mark for Wills and estate administration and sets service levels, protocols and quality standards for the preparation of Wills and the administration of estates to which all its members are obliged to adhere. This means that you and your clients you can be assured that our Wills and Probate services will be of the highest quality and with complete transparency over fees, process and communications.
Our product guides for our fixed fee Will packages for your clients are available here.
For those clients with circumstances demanding a more bespoke approach we will provide a fixed fee quotation following the initial meeting.
For further information about Wills and estate planning please click here.
We also offer trust solutions as part of lifetime planning. A trust is a way of managing assets and can be effective on the death of the client. We use trusts to provide solutions to tax saving and protection problems as part of your client’s lifetime planning.
We can also advise on trust restructuring, including bringing trusts to an end where appropriate, and how to set up and finance existing trusts. We can review your client’s family trusts to ensure that they are serving their needs for now and for the future.
Further information on our lifetime trust packages and products can be downloaded here.