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Need help drawing up your will?
Drawing up your will
Ask a practising solicitor to help draw up your will. This is the safest way to ensure that your wishes are carried out and to avoid misunderstandings.
Make a list of all your assets and liabilities so you will have an idea of the value of your estate.
Make a note of those you would like to benefit. Do not assume that those closest to you will automatically benefit - you must make a will to be sure that happens.
Consider who you would like to appoint as executor(s). It is best to choose at least two people you trust to ensure that your wishes are carried out.
Remember that if your estate is worth over £325,000, any sum above this amount may be liable to Inheritance Tax (IHT). However, gifts to charity are usually exempt from IHT. Your solicitor can give you more advice about this.
Finding a solicitor
If you don’t have a solicitor, we’re happy to discuss the options in your area with you and help you come to an informed decision.
Before you meet a solicitor, consider the following:
What is the value of your estate? If you look at our checklist, you will have an idea of your assets and liabilities, and therefore the total value of your estate.
Once you know the value of your estate, decide how you would like it to be divided up.
Your executors will have the responsibility of administering your estate. Before writing your will you must decide whom you want your executors to be and let them know. Like your will, your chosen executors may need to change from time to time if their circumstances or your relationships change.
Download this useful document for suggested wording to give your solicitor.