We would like to reassure our clients that our Wills and Administration of Estates team are continuing to provide a vital service helping clients with revising and making a Will and Lasting Powers of Attorney (LPAs).
The coronavirus pandemic is clearly a concern for everyone and is causing a lot of anxiety, particularly with the elderly and vulnerable who are self-isolating. These uncertain times are making people think how important it is to get their affairs in order and how crucial it is to make a Will and ensure it is kept up to date.
How CWJ can help
We are doing everything we can to minimise any potential disruption and continue to provide the service our clients expect from us. All members of staff have secure remote access to our systems which means we are fully operational with access to client files.
We can arrange a video call with you (or telephone call if you do not have facilities for a video call) and take instructions from you. After the conversation the drafted Will can be sent to you by email or in the post for approval or amendment.
We will also advise clients on the appropriate way to get the Wills signed in the physical presence of two witnesses while still practising social distancing and minimising person-to-person contact.
Book a telephone appointment today
To arrange a telephone appointment, please call Christa Foster on 01689 887884 or complete an online enquiry form and we will get in touch with you to arrange a time to speak.
Book a place on our Zoom webinar - Thursday 11 June at 7pm.
Click here for more details.
It is crucial that your Will is geared around your own personal situation at any given time. We have three types of Wills service. A member of our team will advise you on the most appropriate Will for your circumstances.
For information on the different types of Will service and fees please click here.
When to revise your Will
Please be aware that if you marry after the date of your Will it will be automatically revoked. If you divorce, have your marriage annulled or declared void after the date of your Will, in most cases the appointment of your former spouse as Executor will be automatically cancelled and any gift to him or her will lapse. Furthermore please contact us if any of the following should occur so that we can provide necessary guidance:
1. If you change your name or anyone mentioned in the Will changes theirs;
2. If an Executor dies or becomes unable, unwilling or unsuitable to act;
3. If you have specifically given any item or property which you then sell or subsequently change in nature;
4. If your Estate increases considerably in value and Inheritance Tax may then become relevant;
5. If you should ever wish to revoke the Will or amend any clause in it;
6. If you acquire assets in a foreign country or make or amend a foreign Will.