Wills and Succession Planning
The expertise we bring to planning ahead and dealing with estates is second to none. Our service is not just about the law, it’s about understanding our clients’ needs and wishes and bringing peace of mind in a compassionate way. We understand the complexities involved in helping families preserve, grow and protect generational wealth and how best to guide individuals who have built up their own assets. We’ll provide you with a service that fits your requirements, whether that involves a succession plan so you can pass your assets on to your loved ones gradually and enjoy seeing them benefit, or whether you’d rather pass things on in due course.
Having a well drafted will lets you decide who will deal with your estate when the time comes, and who receives what and when. Wills are often at the bottom of our ‘life admin’ lists, but the difficulty that a family left behind can face when there is no will cannot be underestimated. In Scotland, the people you expect will inherit from your estate may not, or may not receive everything. We’ll advise on some potential pitfalls and help you reach your preferred solutions.
How do I make a will?
The first step is a meeting with you to discuss your ideas. Using our knowledge and experience, we advise and direct you to a few simple options. Once objectives are agreed upon, we draft the will and liaise with you to refine it until it accords with your wishes. We provide detailed advice before finalising the documents.
We also offer a contactless will writing service, with appointments available over Zoom, Skype, or Whatsapp. On the video call, we would gather all the information needed to draft your will (or wills, if you require mirror wills for your partner or spouse). Further correspondence is usually over email, where we would send your initial draft for you to review. Once the will is finalised, we post it to you, and you would check and sign it in the presence of a witness. This could be a socially distanced witnessing, with a neighbour perhaps, or we can arrange a socially distanced signing at our office in Bournemouth. Your will can be then be stored at our secure archive facility free of charge if you wish.
Why choose Andy Harris for making a will?
Few firms our size or smaller have such a dedicated team of experts in will drafting and planning that can also draw upon the knowledge and expertise of trust and tax experts and those who specialise in the care of the elderly.
If you wish, we can happily store your will for you in our secure archives facility, giving you security and peace of mind.
Our Professional Memberships Include
- Chartered Institute of Taxation
- Association of Taxation Technicians
- Society of Trust and Estate Practitioners (STEP)
No matter what your personal circumstances, our team of wills and probate solicitors are on hand to advise and guide you to the best solution.
