WHY MAKE A WILL?


Everyone should make a Will even if they have little to leave. You should take the time to add up the value of your home and its contents, your car, your life policies, your savings .... You may be worth more than you think.

Making a Will:-

- enables you to decide how your estate is distributed between your family, friends or charities
- enables you to appoint who you wish to deal with the administration of the estate
- enables you to appoint guardians for your children if they are under 18
- provides an opportunity to take steps to minimise taxes payable on your death


Not making a Will:-

- may leave your spouse in a difficult position as they may not inherit your entire estate
- if you are not married but living with your partner, that partner will not be entitled to your estate
- the people who you would like to deal with the administration of the estate may not be entitled to do
- no provision can be made for friends or charities


Matters for you to consider before making a Will:-

Funeral wishes -
burial or cremation

Executors -
who will be responsible for dealing with the administration of your estate

Guardians -
who will be responsible for taking care of your children if they are under the age of 18.

Beneficiaries -
who will you leave your estate to.

The value of your estate -
it is helpful if you have details of the assets in your estate together with approximate values. This will enable us to ascertain whether or not any tax planning would be appropriate - either during your lifetime or contained in the Will


How Cooper Carter Claremont can help:-

Cooper Carter Claremont have many years experience in preparing Wills to cover all circumstances and would be happy to discuss your circumstances and wishes so a Will can be prepared to meet your own personal requirements.

After an initial consultation, a draft will be prepared for your consideration. Once the draft has been approved, arrangements will be made for its signature. Once the Will has been signed, we offer to keep the original in safe storage, at no charge, and we will provide you with a signed copy for your records.

You should review your Will regularly particularly if your personal or financial circumstances have changed or if the circumstances of those you wish to benefit have changed. Marriage and divorce automatically affect an existing Will.

Please do not hesitate to contact us if we can be any assistance.

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