Advice

An initial meeting

We will take all the required information from you, and it is during these meetings that issues may arise which you have not considered yet. We will give you time following the meeting to consider your choices and to come back to us with an answer. For example some people cannot decide immediately on reserve executors or trustees.

A second meeting if necessary

If required, we will be happy to complete the fact finding meeting with another meeting to run through all the facts before we draft a will. Because we deal with simple and very complex estates, it is not always possible to get all the information we need to give you full advice at the first meeting. It may even be necessary to get more information from your accountant or financial adviser for example.

Draft will

We will draft a will that you can look at and ask questions about. Although we write our wills in modern English and in a way that should be easy to understand, there are some legal terms you may want help with.

Attestation

To complete your will, it needs to be signed and witnessed in the correct manner. For this reason we always try to oversee this stage ourselves so that you have a valid will. You will be amazed by how many people we meet who believe they have a valid will but have never signed their will!

On-going help

We provide on-going assistance for you and we are just a phone call away. Do not hesitate to get in touch. You may need to make future amendments and we are here to help you with this.

An alternative to a property trust is a lifetime trust or family trust. This can ensure the whole property is protected instead of half, and your other assets as well such as cash savings. Once again Accentor can provide the advice you need and draft the right will for your needs.