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Why should I use a professional to make a Will?

Posted on 8 July 2014

The benefits of expert help with your Will

Getting a professional to assist you when you make a Will may be more expensive than doing it yourself. However, a professional Will-writing service by trained experts can provide you with a legally-sound document. This will ensure peace of mind for you and those you leave behind.

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Source: flickr

 

Where can I find professional help?

Most high street firms of solicitors employ experts in writing and administering Wills. You can find a local solicitor through the website of the relevant Law Society: lawsociety.org.uk (for England and Wales), lawscot.org.uk for Scotland and lawsoc-ni.org for Northern Ireland. Or, alternatively, look for a member of the Institute of Professional Willwriters.

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Source: flickr

 

Who would use a professional to make a Will?

Sometimes it’s better to use a professional if your family situation is complicated. For example, if you’re remarried with children from a previous partner, or you want to make special arrangements for family members with a disability.

The benefits of using a professional firm

The complicated matters are sorted for you

Most of us find legal matters complicated and difficult to wrap our heads around, particularly with all the jargon and different rules. Professionals with experience of will-writing and administering estates, on the other hand, are professionally trained to be familiar with the law. Not only would a professional be in a good position to help you make the best decisions, they would be doing the complicated work for you.

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You can rest assured there will be no mistakes

There are common mistakes made when people make a Will that could make it invalid. For example, using the wrong witnesses, not dating the Will, or even forgetting to have it signed. Mistakes like not providing accurate or complete names in Wills happen more than you might think. Having a professional on hand should ensure that a document as important as your Will is free of any mistakes that could make it invalid.

You’re protected if something goes wrong

All lawyers in the UK are regulated by approved regulatory bodies, such as the Solicitors Regulation Authority, which makes rules which all solicitors firms have to follow. If you encounter any problems with your solicitor, you can make a complaint to the solicitor’s firm. If the solicitor’s firm doesn’t deal with your complaint properly, you can escalate the matter to the Legal Ombudsman. The Institute of Professional Willwriters also operates a complaints procedure.

Your chosen professional can act as the executor of your Will

When you die, someone will have to manage your estate (e.g. distribute your assets, settle your debts, etc) and this person is known as the executor. If you wish, you can appoint the solicitor or will writer as the executor of your Will.

Your Will is stored safely

If you’re getting a firm of professionals to write your Will, they will usually store the original for you for free.

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Source: flickr

 

How much does it cost to make a Will?

There’s no straightforward answer, as the cost depends on how complicated your case is and which part of the country you live in. Generally, a simple single Will can cost somewhere between £100 and £300, whilst simple joint Wills for couples may come up between £200 and £400.

What can I expect from a firm of professionals?

A good professional should explain all your options and provide advice with your best interests first, so that you can make the best decision. They should also write and check your Will according to your instructions. Before using a professional Will-writing service to make a Will, it’s a good idea to think about what it is you want to leave behind and to whom, which should save you both time and money.

If you’d like to learn more about Wills and other areas of estate administration, have a look at our simple Wills infographic or read our articles on understanding probate and lasting power of attorney.

You can also read our guide to Wills to find out everything you need to know about making a Will.

SunLife offers a range of straightforward and affordable products including over 50s life insurance, funeral plans, equity release, pet insurance, home insurance, car insurance, ISAs and Will writing services.

Here's the information that you need to know about who we are and the other companies that we work with in order to provide our products and services.

Who are SunLife?

Phoenix Life Limited trades as SunLife and is the provider of the Guaranteed Over 50 Plan, SunLife Insurance and the life insurance policy payment option for Funeral Plans. Phoenix Life Limited’s registered office is at 1 Wythall Green Way, Wythall, Birmingham, B47 6WG (registered in England, no. 1016269). 

SunLife Limited distributes financial products and services and is a company limited by shares, registered office: 1 Wythall Green Way, Wythall, Birmingham, B47 6WG (registered in England, no. 05460862). SunLife Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register (registration no. 769427).

You can contact us by post at SunLife, PO Box 1395, Peterborough, PE2 2TR or by phone on 0800 008 6060.

If you choose to add Funeral Benefit Option to your Guaranteed Over 50 Plan, Dignity Funerals Ltd arranges and provides the funeral services, registered office: 4 King Edwards Court, Sutton Coldfield, West Midlands, B73 6AP (registered in England and Wales, No. 00041598). Dignity Funerals Ltd is a member of the National Association of Funeral Directors.

Who provides the Funeral Plans?

Dignity Funerals Ltd arranges and provides the funeral services, registered office: 4 King Edwards Court, Sutton Coldfield, West Midlands, B73 6AP (registered in England and Wales, No. 00041598). Dignity Funerals Ltd is a member of the National Association of Funeral Directors.

The life insurance policy that pays for your funeral will be provided by Phoenix Life Limited, trading as SunLife.

Who provides My Smarter (ISA)?

My Smarter (ISA) is provided by Scottish Friendly Asset Managers Limited. Authorised and regulated by the Financial Conduct Authority. Details can be found on the Financial Services register, registration No. 188832. Member of The Investment Association. Registered Office: Scottish Friendly House, 16 Blythswood Square, Glasgow G2 4HJ.

Who provides the Will writing services?

Hugh James is authorised and regulated by the Solicitors Regulation Authority (SRA Number:303202).

The information contained on this website is based on Hugh James' understanding of the law of intestacy in England and Wales only as at April 2014. The law in Scotland and Northern Ireland is significantly different. This is for information purposes and is not intended to be legal advice.

Who provides Family Life Insurance?

SunLife Family Life Insurance is provided by Scottish Friendly Assurance Society Limited which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Details can be found on the Financial Services register (registration number 110002). Registered Office: Scottish Friendly House, 16 Blythswood Square, Glasgow G2 4HJ. 

Who provides SunLife Pet Insurance

SunLife Pet Insurance is arranged and administered by BDML Connect Limited. BDML Connect Limited is authorised and regulated by the Financial Conduct Authority (No. 309140). Registered in England and Wales Number 02785540. Registered Office: 45 Westerham Road, Bessels Green, Sevenoaks, Kent, TN13 2QB.

Who provides SunLife Home Insurance

SunLife Home Insurance is arranged and administered by BISL Limited and underwritten by a panel of insurers. BISL Limited are an intermediary authorised and regulated by the Financial Conduct Authority. Registered in England no. 03231094. Registered office Pegasus House, Bakewell Road, Orton Southgate, Peterborough PE2 6YS.

Who provides SunLife Car Insurance

SunLife Car Insurance is arranged and administered by BISL Limited and underwritten by a panel of insurers. BISL Limited are an intermediary authorised and regulated by the Financial Conduct Authority. Registered in England no. 03231094. Registered office Pegasus House, Bakewell Road, Orton Southgate, Peterborough PE2 6YS.