Scroll down to read helpful articles on a wide range of estate planning topics, or use the search button to find answers to a specific query.
How do I write a letter of wishes?
Your letter of wishes has two purposes: it’s a farewell letter to your family, friends and the people you love, and your opportunity to guide your executors and explain how you’d like them to deal with your funeral and manage the trusts created by your Will. Our FREE template will guide you as you make your choices.
Can executors inherit?
This is a common question often asked by clients and comes from a misconception that there’s a conflict between the two roles.
Here’s what you need to know:
What is a ‘right to reside’?
A trust of property in your Will can safeguard your share of your family home in certain situations. Our blog explains how a property trust in your Will could benefit your family.
You may think that Will trusts are only for the super-wealthy, but this is a misconception. We explain all you need to know with a case study example.
What does an executor do?
If you have been named as the Executor of someone’s Will you have certain legal responsibilities and duties. Here we answer some common questions.
Do I need to register a Will trust?
The UK Government introduced the Trust Register to provide greater transparency around the ownership of Trust assets and individuals connected with trusts. We look at the new legal requirements and how they apply to trusts created by a Will.