Make a Will Online Blog

Digital Filing Cabinets: Effective Financial Organisation in a Post-Paper World

By Oliver | Jun 24, 2022 | Comments Off on Digital Filing Cabinets: Effective Financial Organisation in a Post-Paper World

Guest blog from our friends at Auderli – the quick, simple and secure online life auditing tool.

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Gifts in wills for charities – getting it right… or wrong

By Oliver | May 31, 2022 | Comments Off on Gifts in wills for charities – getting it right… or wrong

In our most recent Gifts in Wills Academy seminar we addressed three key considerations when planning a free wills campaign. You can watch our full seminar below. The three key points are: Professional OversightEthicsTestamentary Capacity The take-home messages were: Ensure that any providers of legal services are qualified and regulated – through either the Solicitors […]

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Gifts in Wills Fundraising with Richard Radcliffe (with videos and notes)

By Oliver | Feb 8, 2022 | Comments Off on Gifts in Wills Fundraising with Richard Radcliffe (with videos and notes)

Make a Will Online ran a series of two seminars in the New Year aimed at helping our charity partners make the most out of supporter communications. We brought in world-renowned charity fundraising expert Richard Radcliffe. In a series of two seminars Richard discussed current trends in legacy giving, gave invaluable advice on how to […]

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Gifts in wills – letting supporters know – online and offline

By Oliver | Jan 21, 2022 | Comments Off on Gifts in wills – letting supporters know – online and offline

Charities need to communicate effectively with supporters. Over the past couple of decades the charity sector has increased awareness of the importance of gifts in wills. Trends show an increasing number of supporters are leaving gifts in wills – the 2020 figures from Smee & Ford show over £3bn (out of £12bn overall fundraising) came […]

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Why write a will?

By Oliver | Oct 25, 2021 | Comments Off on Why write a will?
Old hand holding young hand by Rod Long

Why write a will? These are the six reasons the Society of Trust and Estate Practitioners give.

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Wills and the blind

By Oliver | Oct 8, 2021 | Comments Off on Wills and the blind

There is a common misconception that if you are blind you can’t write a will. You most certainly can make a will if you are blind. There are steps that a blind person must take that other people do not need to. Making a will for a blind person You need to ensure: (a) the […]

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Get Gifts in Wills – and a cash injection!

By Alex | Jul 5, 2021 | Comments Off on Get Gifts in Wills – and a cash injection!

Our charity partners now have the choice on how to help supporters leave gifts in wills. You can run a subsidised free wills campaign, or get a cash donation every time a supporter makes a will. Contact us to find out more or book a free demo! Free Wills Campaign: Run a “free wills” campaign […]

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Can a beneficiary witnesses your will?

By Oliver | Jun 25, 2021 | Comments Off on Can a beneficiary witnesses your will?

Customers sometimes ask if a beneficiary can be a witness to a will. During periods of self isolation or lock down in family units there is a temptation to use someone who is a beneficiary. Our answer is always “no – never use a beneficiary as a witness”. Here’s why: If a beneficiary acts as […]

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Mutual wills, constructive trusts and… trust.

By Oliver | May 27, 2021 | Comments Off on Mutual wills, constructive trusts and… trust.

A frequent question our married or cohabiting couples is: “what if I die and my partner/ spouse remarries?” Unless you have a mutual will your spouse or partner will have discretion about what they can do with their property. This includes assets they have inherited from you. So what’s a “mutual” will then? The short […]

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Secret trusts and half secret trusts in wills

By Oliver | May 20, 2021 | Comments Off on Secret trusts and half secret trusts in wills

What are secret trusts and half secret trusts? Sometimes you might want to leave a gift without putting the beneficiary’s details onto a will. There are all sorts of reasons why this might happen – not least: wills are public documents once Probate is granted. The beneficiary may want to remain private. It is possible […]

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