Your Step by Step Guide to Making a Will

Making A Will Hero

You have decided you need to make a Will

1

Complete a Will Questionnaire or arrange a meeting to discuss your wishes

2

Complete a Will Questionnaire or arrange a meeting to discuss your wishes

3

Consider your assets and decide who you would like to leave them to. The people you leave your assets to are called Bene ciaries.You can leave speci c 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

4

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

5

If IHTis due, we will discuss how to reduce your tax bill

6

We will send you a client care letter

7

Return client care letter and ID

8

We shall provide you with further IHT advice (if required)

9

A draft Will is prepared and sent to you for checking along with a plain English version 

10

If amendments are needed, a further draft is sent to you for checking

11

If no amendments are needed, the engrossment copy ( nal version) is prepared

12

Our fees are paid

13

A meeting is arranged to sign the engrossment copy at our of ce. 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

14

We check your Will to ensure it has been signed in accordance with legal requirements

15

You decide where you would like to store your original Will. If you decide to keep your original at Jackson Barrett and Gass, we will provide you with photocopies

16

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

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