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 Oversight Ethics Testamentary Capacity The take-home messages were: Ensure that any providers of legal services are qualified and regulated – through either …
Gifts in wills for charities – getting it right… or wrong Read More »
Why write a will? These are the six reasons the Society of Trust and Estate Practitioners give.
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 …
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 …
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 …
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 …
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 …
A customer asked why we need such a long signature clause at the end of the will. In a will the signature clause is known as the “attestation clause”. An attestation clause isn’t a formal requirement for a will to be legally valid. It does make everyone’s life a whole lot easier. We ensure that …