Are you great at keeping all your paperwork up to date?
If anything happened to you, could your loved ones find all your personal information and documents easily?
When someone dies it's always difficult for the family, and even more so if they are left to sort everything out.
There's bank accounts, pensions, investments, utilities, benefits and sometimes property to be sold, let alone things like social media, online accounts & subscriptions & memberships all to be cancelled.
You can take action now, to make life easier for when the time comes.
We have created a booklet "Everything I Own - and where I keep it". It's a useful document you can actually type in to keep all your details in one place. From Passport to Pensions, Wealth to Welfare and everything in between, you can save your details so that everything is stored centrally. You can keep it updated so that it is always as accurate as possible.
Our booklet is broken down into sections, so you can work through filling in the details one section at a time.
We suggest that you also email a copy to your loved ones or Executors so they know what needs to be taken care of when the time comes.
Do I really need to keep accurate records about my personal affairs?
Yes you really do.
When someone dies, if they have a will, they will have already chosen their Executors. Executors are those you have selected because you trust them to take care of everything when you pass away.
This can often include applying for Probate, and the Probate process can be long winded and complex depending on the extent of the deceased's estate.
Remember that your estate is made up of everything you own:
Property
Life Insurances
Vehicles
Savings
Investments
Jewellery
Artwork
Family heirlooms
Your will also applies to any money you have tied up in insurance policies, trusts, bonds and pensions.
With this in mind, I am sure you agree that you'd like to make the process as easy as possible for your Executors, so that they can deal with your estate in the least stressful way.
By having good, clear, accurate records, you are gifting them peace of mind knowing that everything has been covered and nothing else may pop up unexpectedly during the process.
For just a one off payment of £14.99 we will email your new "Everything I Own" booklet and you can get started straight away.
Talk to us about your Will
Get peace of mind and craft your legacy with care
It’s not just how you want your estate to be distributed, but to who and by who.
Your will requires an executor (or executors) who will be legally responsible for dealing with your estate after your death.
Choosing your executor carefully streamlines the process of handling your estate and makes it easier for your loved ones.
Otherwise, the distribution of your assets could be handled in a potentially contentious court process that can quickly become overcomplicated.
That’s the last thing you want, and we can help!
What are your options?
There are two types of basic will – a single will and a mirror will.
SINGLE WILL
A single Will, as the name suggests, is written by and designed for a single, unmarried person.
It allows you to name specific individuals or charities you want to leave your assets to after you die, and importantly, how you intend to split your things amongst them.
If you have children, a single Will also allow you to specify:
Who you would want to look after any children you have (under the age of 18)
The individual responsible for protecting any inheritance you leave for these children.
MIRROR WILL
If you’re married, in a civil partnership or part of an unmarried couple, a mirror Will is likely the best option for you.
In other words, one Will ‘mirrors’ the other!
For couples that have similar ideas about what to include in their wills, a mirror will is ideal because they are two separate legal documents with almost identical content.
As with a single Will, you’re able to set out your wishes for:
Your estate
But the emphasis is on each partner having a clear outline of their wishes that are aligned with each other.
SINGLE WILL
A Single Will is designed for a single, unmarried person.
MIRROR WILL
A Mirror Will is one of a pair of Wills commonly used for a married, civil partnership or co-habiting couple who wish to leave everything to each other, ie. one will "mirrors" the other.
Get started with your will (with a helping hand)
We can work with you to put your requirements into a draft will, which you can fully approve before we generate a fully printed and bound copy that will be forwarded to you.
In this copy, you’ll find full instructions on how your will should be signed in the presence of witnesses.
We believe in affordable wills because everyone should have one, which is why each will only costs £125.
Need a Will fast? We can turn around your will within 48 hours (subject to postal service).
Here’s how you can get started:
Fill out the form below or schedule a call
Have a chat with us or get started by completing a Will instruction form
Return this form
Your draft document will be generated for your approval
We can work through any details required on a Zoom meeting or call if necessary, and we’ll be on hand to support you with any steps you’re struggling with.
GET IN TOUCH TODAY
Give us a call on 0333 240 0851, submit and enquiry below, or pop in & see us, the kettle is always on!
Robert Shaw & Company
181 Church Road, Yardley, Birmingham B25 8UR Tel: 0333 240 0851 (local call rate)
Email: wills@robertshawandco.co.uk
Call us: 0333 240 0851
© 2023 Robert Shaw and Co