You have decided you need to make a Will
Complete a Will Questionnaire or arrange a meeting to discuss your wishes
Consider your assets and decide who you would like to leave them to. The people you leave your assets to are called Beneficiaries. You can leave specific items or a share of everything you own.
Consider who you would like to carry out the instructions contained in your Will. These people are called the Executors. You may appoint anyone to act as your Executor and may appoint a professional such as a Solicitor.
We will help you determine if you will need to pay Inheritance Tax (IHT) when you die and if so, we will tell you the amount of tax that needs to be paid
If IHT is due, we will discuss how to reduce your tax bill
We will send you a
client care letter
Return client care
letter and ID
We shall provide you with further IHT advice (if required)
A draft Will is prepared and sent to you for checking along with a plain English version
If amendments are needed, a further draft is sent to you for checking
If no amendments are needed, the engrossment copy (final version) is prepared
Our fees are paid
A meeting is arranged to sign the engrossment copy at our of office. Alternatively, we can send the engrossment copy to you for signing at home. We also provide you with full instructions on how to sign your Will in accordance with legal requirements.
We check your Will to ensure it has been signed in accordance with legal requirements
You decide where you would like to store your original Will. If you decide to keep your original at JBGass, we will provide you with photocopies.
Next steps
We recommend reviewing your Wills at least every 3 to 5 years.
You should consider Wills and Inheritance Tax planning as part of your overall Lifetime Planning.
We can provide copies of your Will to your Executors and Beneficiaries for no additional charge.
If you sign your Will at our office, we will act as witnesses.
We're here to help
Get in touch with the team today