Independent Will Writers | Will Storage | Estate Protection | Pre-Paid Funeral Plans

Will Storage Service

It’s all well and good making a Will, but if it can’t be found at the time of your demise,

the benefit of your wisdom may be lost. Will Solutions offer two levels of Storage

Service. Firstly, we offer a Storage & Review Service. This is a fully comprehensive

service which takes care of your long-term needs and it is the choice of over 90% of

our clients. Secondly, we offer a Storage Only Service where we store your Will until it

is needed. Both services are described in more detail below.

Our Storage & Review Service

We believe that there are five possible problems that you could face in the future

even if you already have a Will.

Data Protection. As time goes by this legislation makes it more and more difficult to

trace people’s assets.

Changes to your Personal situation. We constantly come across people who have

experienced changes in their circumstances but were not aware that a change in their

Will was also needed as a result.

Changes in Legislation. Frequent changes in legislation means that it is very important

that your Will should be kept fully up to date.

Estate Preservation. This service will make you aware of any Inheritance Tax Liability

you may have and will also keep you up to date with other subjects such as long term

care costs giving you the opportunity to make provision for these situations. (If this

service is used there may be a charge for legal work other than alteration of your Will)

Probate. In the event of your demise your Executors will be familiar with us through

annual contact and will have someone to guide them should they need assistance.

What does this cost include?

We keep your Will in safe storage until required. (You would be surprised what little

damage it takes to make a Will invalid). Any future alterations to your Will can be

made free of charge. At the outset we will contact your Executors and Guardians to

inform them of the following; We are looking after your Will. Exactly what duties they

would be expected to carry out. Details of any financial provisions that you have made

for them whilst they are acting on your behalf.

We will also;

Check to see that their details are correct. Give them a chance to ask us any question

that they may have concerning their role. Allow them to say “no” if they feel that the

role is too demanding for them, rather than accept the role in a half-hearted manner.

Write to your Executors to supply them with our details as well as reminding them of

their duties as Executors and the procedures that they must follow in the event of

your demise.

Every year at the agreed review date we will re-contact your Executors

and Guardians to;

Ensure that there have not been any changes in circumstances that may mean they

are unable to continue in their role. Check their address details and alter our records if

required. Remind them of their duties and what they should do in the event of your

demise.

As it is a legal requirement to produce details of your assets and liabilities on your

demise, we ask you to supply this information on the sheets provided in the “Storage

Service Information Document”. These details are held by us, checked at the annual

update, altered if necessary and forwarded to your Executors along with your Will

when required.

A “Contact List” is contained within the “Storage Service Information Document” to

complete, detailing all the people/associations you wish to be notified of your demise.

This will be held with your Will and supplied to your Executors when required.

Every year we will;

Send you a summary of your details, which will include your assets and liabilities and

your contact list, during the month prior to your review. Contact you by telephone to

discuss these details and the contents of your Will to ensure that it still reflects your

current and future wishes. From 2004 we will inform you of any liability to Inheritance

Tax Liability. Discuss any changes in legislation that may effect you.

In the event of your demise we will supply your Executors with the

following;

Your Original Will. Probate documents to allow them to deal with your estate. Your list

of people/associations you wish to be notified of your demise. Details of your assets

and liabilities. Details of your relevant personal information. Professional guidance if

required.

Our Storage & Review Service costs £35.00 annually.

We feel that this service covers your future needs. Any additional services

introduced in the future will also be offered to you.

01202 659765

Do the right thing . . . Making a Will is the only way to protect your family and give them peace of mind.

Will Writing - Estate Preservation - Tenancy Severance - Probate - Trusts - Power of Attorney - Advance Directives - Business Partnership Agreements - Employment Contracts - Pre-Paid Funeral Plans

Will Writers covering Corfe Mullen, Wimborne, Poole, Wareham, Bournemouth, Broadstone, Ferndown, Parkstone , Christchurch, New Forest,

Dorchester, Verwood, Wareham, Swanage, Blandford Forum and all areas of Dorset.

For personal home visits please call during office hours

01202

659765