How to make a will

It's never too early to think about making your will. The basic first steps are:

  1. Choose executors. These are the people who will make sure that the instructions in your will are carried out. You can appoint your spouse, adult children, other relatives or close friends, including beneficiaries of the will. If appropriate, you can also appoint your solicitor as one of your executors.
  2. What is your estate? This consists of all your assets, including property, bank accounts, insurance policies, shares etc.
  3. Decide on any specific legacies. These are items or sums of money that you wish to bequeath to specific people or organisations. If you own a house jointly with another person you will probably want to make sure that they inherit your half share. This may not happen automatically and, without a will, your share of the house may not pass to your co-owner. Any assets that remain after legacies are called the residueand you should also decide who you wish to bequeath this to.
  4. You may want to consider whether setting up a trust is appropriate, particularly if your beneficiaries are children. You may also want to specify who you would like to act as guardian to your children.
  5. If you have any specific instructions for your funeral, these can be mentioned in your will.

It is very important that your will is correctly drafted in order to avoid possible tax and other problems after your death, and you are strongly advised to engage a solicitor to help you in this process.

Please contact us for all enquiries about wills, trusts, executries, powers of attorney, guardianship and intervention orders.

Contact us

Read more

Allan McDougall

With you every step of the way.

What our clients say

  • Excellent service from Lucinda Burns and I would recommend this firm to others should they require any professional legal advice. Outstanding.
    Y.S.
  • Thank you for all your help in dealing with my late fathers estate. It was dealt with very professionally which helped the family a great deal.
    A.M.
  • Thank you to Lucinda Burns in dealing with my claim for damages after my accident. I could not have done this without you. Thank you very much for all you achieved on my behalf.
    A.D.
  • Very good service delivered in a sensitive, respectful and professional manner which our family appreciated due to our sad circumstances. Thank you.
    J.S.
  • Our meetings at Allan McDougall were not in any way rushed and you were very patient in explaining how we could best handle a number of personal issues relating to our wills.
    A.F.

Call free: 0808 560 0872 EmailTwitterFacebook

© Allan McDougall McQueen LLP | Privacy and legal notices

Top