Will writing and estate planning is an important but somewhat of a daunting task for many, so our advisers and will writing associates are on hand to help you navigate things. We can also help you with lasting powers of attorney, trusts, as well as probate services via APS Legal and Associates. If you have any questions or would like to make a start, then please feel free to get in touch.

Where we cover

Our Will writing and estate planning services including trusts are for those living in England & Wales. We can also refer you to Scottish associates if needed.

Hassle free service

Our will writing professionals are caring honest and upfront. The services provided can be done predominantly online and over the phone, however we try to do things face to face where possible. Whatever way you decide is convenient for you, our advisor will guide you through every step of the way.

Peace of mind

Sterling North’s associate will writers use APS Legal for their will writing and estate planning. They are one of the UK’s largest and most reputable companies. With over 500 Associates nationwide.

APS is also aligned with the Institute of Professional Will Writers, who provide our associates with a code of practice that enables them to operate in a regulated manner.

What you need to consider

Prior to speaking to one of our will writers you might want to first think about the following:

  • What type of will you want to make?
  • Who you would want to inherit from your will and what are they to get?
  • Who is going to look after any of your children? (If they’re under 18)
  • Would you like to leave anything to charity?
  • Who is going to deal with your estate on your death?

These are a good place to start and talk over with your partner if need be. Don’t feel like you need all the answers before you speak to us. If you have any questions, you can ask our advisers prior to, during or after your initial meeting.

What we would advise is that once you have decided on the above questions that you have the full names and addresses of anyone to be named within your will.

Types of Will

There are a few different options available to you, these consist of:

Single Will

A single will is for one person. You can make a single will if you have a partner or not.

Mirror Wills

Mirror wills are two separate legal documents for two people. These wills are commonly used by married and unmarried couples that have very similar wishes about what should be written into their wills.

Trust Wills

A trust can be written as part of your Will. It is usually included to offer a legal structure in which you can protect assets for loved ones. They are most seen in the following circumstances:

  • You wish to protect your estate from Excessive inheritance tax bills
  • You wish to protect your estate against possible care fees in the future
  • You have children from a previous relationship
  • You wish to leave some of your estate to a vulnerable or disabled person

Lasting Power of Attorney

A lasting power of attorney is a legal document that allows you to appoint one or more people to act or make decisions on your behalf if you weren’t able to. The people you appoint to manage your affairs are called the attorneys.

If you have any questions about any of the services, we offer then please feel free to speak with one of our associates.

Need help writing your Will?

Writing a will is the only way of expressing your legal wishes once you have passed away. If you need help getting started, then speak to us today.

 

SPEAK TO AN ADVISOR

Need help with Trust Planning?

If you want to ensure that your estate goes to the intended beneficiaries, then you can look to set up a number of different trusts.

 

SPEAK TO AN ADVISOR

Need a Lasting Power of Attorney?

An LPA gives someone of your choosing, the authority to act and make decisions on your behalf if you are unable to.

 

SPEAK TO AN ADVISOR

Related blog articles

Adopting an Olympic mindset when investing

The countdown is well and truly underway to this summer’s Olympic and Paralympic Games in…

Read More from Adopting an Olympic mindset when investing

Retirement living costs surge

According to the Pensions and Lifetime Savings Association (PLSA) 9, a ‘moderate’ standard of living…

Read More from Retirement living costs surge

AI & scams – don’t get caught out

Although there is much excitement surrounding the advent and development of artificial intelligence (AI), there…

Read More from AI & scams – don’t get caught out

The cost of dying

Nearly half (48%) of adults aged 18 to 40 don’t have life insurance (4). This…

Read More from The cost of dying