So, you’ve made an appointment with a solicitor to make a will. Before you arrive for your appointment, there are decisions you’ll need to prepare in advance.
- What should you bring to your appointment?
You’ll need to make sure you have your identification, including your full names, address and date of birth and the full names, addresses and dates of birth of your executors and beneficiaries.
It would also be helpful to have a list of your assets, divided into those you own yourself and those you own jointly. For example, your property might be owned jointly but you may have a bank account in your sole name.
- Who will be your executors and trustees?
Executors and trustees will be responsible for looking after your money and distributing the funds in accordance with your will, so make sure they are people you trust whole-heartedly. They may also take on an ongoing role in looking after the money if there are any beneficiaries under age.
- Do you have any children under eighteen?
You may want to appoint testamentary guardians who will take on parental responsibility for children. It may be that your executors and trustees would make suitable guardians, but sometimes there is a conflict of interest and it is better to keep the welfare of children separate from their financial interests.
- Do you have any personal items that you wish to give to anybody in particular?
Jewellery or family heirlooms, while may not be particularly expensive, are important to consider when making a will. You’ll also need to include any cash gifts to other family members or charities.
If you would like to make an appointment with us to make a will, our Wills and Probate team will be glad to assist you. Call us on 01329 822 333.