Planning for your future is a crucial aspect of life, whether you aim to safeguard your assets or secure the financial well-being of your loved ones. It is important to have a well-thought-out plan in place to ensure that your future is secure and that you are prepared for any unforeseen circumstances.
We understand that every situation is unique and different and requires a personal approach. This is why we take the time to sit down with you, get to know more about you and tailor all of our advice and guidance around your personal circumstances.
Discussing death and the issues surrounding it is not an easy topic of conversation and making a Will is not something you will look forward to arranging. However we aim to make this experience as easy, straight forward and compassionate as possible.
Our service begins with a Free Review Meeting with one of our specially trained advisors to help you discover your options.
We first give you a call to answer any questions you may have, then arrange a suitable date and time for your free meeting with a legal advisor.
Our experts are here to help.
Wills are essential documents to have in place to ensure your loved ones are provided for should the worst happen. They are arguably one of the most important documents you can have and can do more than you realise.
A Will allows you to have control of what happens to your money, property and possessions upon your death. It is also the final bit of communication when you pass away.
Whether you consider yourself to have many possessions or much money, it is still important to make a Will.
Trusts can be useful vehicles to use to protect your assets in the long term.
It is really important, you receive tailored advice before setting up any trusts.
Whereas Wills protect you and your loved ones once you pass away, Powers of Attorney offer protection during your lifetime.
Contrary to popular belief, no one automatically has the authority to make decisions for you should you be unable to do so yourself, not even spouses or family members.
A concern we often hear from clients is how they can best protect their assets from care home fees should they require care later on.
Inheritance Tax is something important to have in mind when getting your affairs in order. With the correct preparation, the impact of Inheritance Tax on your estate can be mitigated. Part of this preparation is having the correct Will in place, particularly if you’re part of an unmarried couple.
One important (but often overlooked!) part of getting your affairs in order is to ensure that practical and personal information is left for your loved ones to help them administer your estate and make decisions for you, such as arranging your funeral.
As Wills are clinical documents that provide the legal side of administering your estate, your loved ones can be left with a lot of unanswered questions should you pass away, only leaving a Will.
To avoid this turmoil for them, the best way of passing on practical and personal information is via Letters of Wishes and/or our “Just to let you know…” booklet.
Driven by our passion to change the way people think about making a Will, we have created a well-established Will writing platform called ‘RightWill’ that preserves more than just your money.
A RightWill makes sure that every client gets full advice and recommendation from one of our specially trained advisors as well as a platform to record your emotional wishes along with your legal wishes. Upon your death, we want your family to be left with more than just a legal document….we want them to be left with answers and certainty.
Through the RightWill platform, we provide innovative ways for you to leave behind more than just a legal document. We are committed to preserving your story – told by you so that it can live on forever.
Our ‘Just to let you know’ booklet allows you to provide both practical and sentimental guidance to your Executors.
Your property will be divided according to certain legal inflexible rules. Some of these may surprise you and your spouse/civil partner may receive less than you think. If you cohabit, the person you are living with may not get anything.
Very unlikely. A Will has to be prepared, signed and witnessed in a particular way to be valid.
You can say what you wish to happen to your property. You can make gifts of money, personal belongings, gifts to charity and appoint guardians of your young children. You can choose who you wish to be the Executors and Trustees and decide who inherits the rest of your estate.
Executors are the people named in your Will to carry out your instructions and administer
your estate in accordance with the law.
Your Will should be kept under regular review by you, particularly if there is a change in your
personal or financial circumstances, or you receive an inheritance. With a Rightwill we keep in touch with you every 2 years so you don’t need to worry.
You should leave it in a safe place. At the Right Legal Group we take care of your Will and keep it off site where it is safely secured & stored. Should anything happen to you, your executors will get the original.
This is a legal document giving power to Attorneys to manage your finances for you, if you are physically or mentally unable to do so. You need to be mentally capable at the time the LPA is given. The LPA will need registering with the Office of the Public Guardian prior to use.
This legal document enables healthcare decisions to be made on your behalf by the
Attorneys, but only when you are unable to make such decisions yourself. The LPA needs
registering with the Office of the Public Guardian before use.
Anyone over the age of 18 can make an LPA, provided that they have sufficient mental capacity to do so and understand and agree the content of the LPA.
It may be difficult managing your finances in the future, if you are physically or mentally unable to do so, e.g. it may not be possible to pay your bills or sell your house. If you were not able to make healthcare decisions yourself (e.g. medical treatment or where you should live) then you may wish to choose who makes these decisions on your behalf.