Wills · Additional Planning
When your Will needs additional planning
Most Wills can be completed within the standard service and price. Sometimes your circumstances, property arrangements or the wishes you want to put in place mean some additional legal work is needed.
If that applies, we will explain what is needed, why it may be appropriate and the additional cost before any extra work is carried out.
Sometimes a little more planning is needed
Most wills do not need anything beyond the standard will service.
However, everyone’s circumstances are different. The way a home is owned, who you want to provide for, or how you would like particular assets to be protected can sometimes mean that some additional planning is appropriate.
That does not necessarily mean making things complicated. Sometimes it is simply a practical step needed to make sure the arrangements in your will work in the way you intend.
If we identify something that may be relevant, we will explain what it is, why it may be needed and what the additional cost would be before you decide whether to go ahead.
You may not need any of these services
These are not automatically added to your will. Many clients will not need any additional work at all. Where something is relevant, we will discuss it with you before you decide whether to proceed.
Protecting property and beneficiaries
Life Interest Trust
Typically £100Allows one person to benefit from an asset during their lifetime, with it passing to chosen beneficiaries afterwards. This can be used to provide for a surviving partner while protecting assets for children or other beneficiaries.
Discretionary Trust
Typically £150Gives trustees flexibility over when and how beneficiaries receive assets. This can be useful where circumstances may change or where future needs cannot be predicted precisely when the will is made.
Property Protection Trust
Typically £300Can help protect a share of a property for chosen beneficiaries while allowing a surviving partner or another person to continue living in the home.
Severance of Joint Tenancy
Typically £150May be needed where jointly owned property should pass under the terms of your will rather than passing automatically to the surviving joint owner.
Practical support
Will Execution and Witnessing Support
Typically £80Optional support with signing your will correctly, including independent witnesses where appropriate.
Will Storage and Registration
Typically £20Optional secure storage and registration to help ensure your signed will can be located when it is eventually needed.
How additional fees work
We identify whether additional planning is needed
We explain what is recommended and why
Nothing is carried out without your agreement
Where additional work is appropriate, we will confirm what is being recommended and the additional cost in writing before any extra work begins.
Clear advice, with no surprises
This page is here to help you understand when additional planning may be needed and what it may cost. If something additional is relevant to your circumstances, it will always be discussed with you clearly in advance.