A Clear, Comprehensive Will Writing Service You Can Trust
Templar Estate Planning is proud to be able to offer you a comprehensive Will writing service, completed at your convenience, at your pace and in a language that you will understand.
Wills are the starting point of our services, without one or with one that no longer meets your needs, you could be placing the most important people to you in great difficulty after you are gone and cause them avoidable problems at an already distressing time.
If you do not have a Will or are worried that your current Will does not cover your needs and wishes, have a look at this short video:
What is a Will?
What Are the Benefits in Having a Will?
Avoiding the Consequences of Intestacy
Very high up on the list of reasons to have a Will is to avoid being “Intestate”. Intestate is the term used to describe someone who has died without a Will. In this scenario, and depending on where you live in the UK, your estate will be distributed following set rules as defined in the law of intestacy – in other words – your estate will be distributed by how someone else has decided and not necessarily as you would want. The process can take a great deal of time, and ultimately your loved ones may struggle during this time and then not receive what you would like them to.
The GOV.UK site can give you an idea of how your estate may be distributed.
The law of intestacy is also very “traditional family” orientated, so if you are not married or in formal civil partnership, it is unlikely that your partner will receive any benefits from your estate if you do not have a Will.
Providing for Your Loved Ones
Ensuring Your Children Are Looked After
Mitigate Against Inheritance Tax
Specifying Particular Gifts of Possessions and Money
With a Will you can instruct items to be left to particular people; want to make sure your son has your record collection? That your daughter gets your jewellery? You can with a Will.
And many more..
Process to Write a Will
Our Will writer will work directly with you to catalogue your wishes and requirements for your Will which will take place in a free consultation. This consultation can take place via a telephone call, email or video call at a time and place convenient to you. In person meetings can also take place following COVID-19 protocols in our office or at a location of your choice, such as your home or workplace.
A starting point is for you to think about the following:
Your Estate Assets
Who Will Benefit From Your Will (the Beneficiaries)
- Who might need help with their inheritance particularly if it is a child or someone with a disability, or someone that has a bad track record with finances or an addiction.
- Possibility that your spouse may disinherit your children in the future, particularly if he or she is not the parent of children, and if you want to specifically protect them.
- If you want to exclude anyone from your Will, perhaps an estranged child or to protect your child from their spouse who you dislike or may have reason to not trust.
How You Will Want Your Estate Divided
- You might have a relative or a child with special needs and therefore higher costs in life.
- You may have already helped one child to a greater benefit than your others such as with a house deposit.
- You may have one child who has sacrificed greatly to help you or equally have a child that has broken off contact with you.
- You may even want to friends, organisations or charities to benefit.
Guardians for Your Children
People Who Will Carry Out (Execute) the Wishes of Your Will
Possible Threats to Your Estate
There are a number of potential threats to your estate; that could result in the value of your estate being either reduce or completely eradicated.
This short video details the 5 main threats to your estate.
These threats are protected against by writing a basic Will but we can protect your assets by writing more sophisticated Wills using Trusts.
Your Business
Contact Us Today, We Are Happy to Discuss Your Needs for Writing Your First Will or Reviewing Your Current Will to Ensure It is Valid in a No Obligation Call.
Our Other Services
Will Writing
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Trust Establishment
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Lasting Powers of Attorney
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Professional Executor Service
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Excellent service, we would recommend David and Templar estate planning
spoke to a lady called Claire who was very helpful, and went through the process with me over the phone ,then booked an appointment to go in and see a gentleman called David, very professional and catered for all I needed for my Will, I was very happy with the service and would recommend to anyone looking to do a will , look into Templar estate Planning.
I was listened to , and felt fully informed of my options .
Both Claire and David have always put me at my ease and I felt confident they would understand and advise on any matters that arose both from making a will and sorting out a LPA.
I got in contact with them as a result of a personal recommendation and am happy to pass this on.