Let’s get your family and assets protected..
Your current Will may need to be updated to reflect changes in your life or to legislation. Our priority is to ensure your family and assets are fully protected, so we recommend a FREE Will review at least every 5 years.
If we identify any issues that could affect how your Will is executed, then we’ll advise you on the necessary updates. The review is quick, simple, and free, and it could prevent your family being let down by an outdated or invalid Will.
Why get a FREE Will Review?
It’s a good idea to make your first Will early on in life, the reality is you never know when your time will be up. However, life moves on and circumstances change. A Will you made a few years ago may not be completely relevant today. Perhaps you have new children or grandchildren, a new partner or spouse, new assets, investments, or businesses. Changes to legislation can also affect how your Will is executed. Relying on an outdated Will can lead to your loved ones missing out on inheritance, unwanted parties making claims against your wishes, or dependants not being cared for if you were to pass away.
How often should you review your Will?
We recommend booking a FREE Will Review every 5 years, or if any of the following has happened since you made your Will:
What happens at your FREE
Will Review ?
During your review, we’ll identify any issues with your Will that would prevent your wishes from being carried out. We’ll discuss your current situation and desires to determine whether beneficiaries or other details of your Will may need to be updated. Receiving professional advice will allow you to make the right decisions to ensure your family and assets are protected and your estate is shared as you would like it to be.
Why is it FREE?
We understand just how important your Will is. Our aim is to protect our local community and we’ve been doing this successfully for 30 years. Keeping your Will up to date and valid is part of our commitment to you.
If we don’t identify any issues during your free review, then we’ll happily let you know that all is good and advise you to come back again in a few years. If we do see that your Will needs updating to reflect your current situation or to adhere to new legislation, then we’ll advise you on the changes you’ll need to make. This advice is still free of charge – we only charge if you would like us to make the changes for you.
It’s completely free to chat with us and discuss your situation. Feel free to drop into one of our offices, or we’re happy to come to you if that’s easier. We can also help you via email, video call, or over the phone. Please complete the form below and we’ll be in touch to discuss the next step.