Making a Will with Middleton Ross is as easy as:
- Meeting one of our solicitors to discuss your wishes. Whether you have prepared detailed instructions already or need advice on what to do, we can guide you every step of the way.
- Receiving the draft Will for approval. After taking your instructions at the initial meeting, in most cases we can quickly proceed with preparing the draft Will, to send to you to read in your own time.
- Signing the Will. In most cases we would encourage a second meeting to go over the terms of the Will with you before having it signed when you are happy with it.
Each person is different and your Will should reflect your own circumstances. We have the knowledge and experience to deal with Inheritance Tax and other estate planning issues to create bespoke solutions to our clients' needs.
At the very least you should have the following:
- An executor. This is the person whom you trust to carry out your wishes. You can have more than one executor at a time and the executor can also be a beneficiary.
- Named beneficiaries. This can be as straightforward or as intricate as you wish.
We would never recommend making a DIY Will. Even a Will with the most simple instructions can go wrong, either due to using the wrong language or not being signed correctly. You can put your confidence in Middleton Ross to understand your needs and reflect your wishes.
Our dad had used Middleton Ross for his will a number of years ago, always believing in the value of working with people invested in the local community. On dads passing, from the initial discussions and guidance, through to the selling and settling of his estate, Middleton Ross were exceptional in their care and approach. The staff were great to deal with and always provided clear and honest answers to any of our requests, putting us in contact with the right person straight away. It really took the sting out of sorting everything out, having a dedicated team around us who got to know our needs and keep us right through the whole process.
