Will writing
- About Us
will writing with Bate & Albon
Here at Bate & Albon, we understand that writing a Will is one of the most important legal documents you will create. Creating a Will that outlines exactly how your assets, such as property, money, and possessions, will be distributed after your death. A Will also ensures your loved ones are protected and avoids any unnecessary legal complications. The importance of creating a Will cannot be emphasised enough. Without a valid Will in place, the distribution of your estate will be determined by the rules of intestacy, which may not align with your wishes.
We know that choosing the right solicitor to support you through this sensitive subject is crucial, which is why at Bate & Albon our compassionate team of expert solicitors will tailor services to ensure your exact needs are met.
- Our Services
what types of wills do bate and albon offer
We prepare Wills based on your individual needs, from simple Wills gifting assets to your children to more complicated arrangements such as those containing Life Interest Trusts and Discretionary Trusts.
single will
Single Wills are the most common type of Will, their purpose is to set out an individuals wishes as to the distribution of their assets on death. This allows an individual to precisely tailor their Will to state how their assets should be distributed after their death. A single Will is suitable for those who wish to independently outline their inheritance preference, without the need to coordinate with another person, such as a spouse. They can also include provisions for who you would like to have guardianship for any minor children and also provide details of your funeral wishes.
Mirror Will
Mirror Wills are often used by couples and can be comprised of almost identical Wills that specify how assets will be divided between spouses and then to ultimate beneficiaries, upon the death of the second spouse. They are a suitable option for couples that share assets and have the same or similar final wishes, i.e. who would gain guardianship of children, the beneficiaries, or who will manage your shared estate.
Mirror Wills may not be suitable for all couples, which is why it’s important to speak to a specialist solicitor about your unique situation. Our team at Bate & Albon are committed to finding the right Will for you.
Trust within Wills
Most Wills contain trusts with some being simple such as a gift to a child at 18, to much more complex arrangements. These trusts are all contained within a Single or Mirror Will. Wills containing trusts are often used to protect assets, control how and when beneficiaries receive their inheritance, and also to manage more complex family situations. We advise on a variety of trust Wills:
- Discretionary trust Will
- Right of Residence trust Will
- Life interest trust Will
- Flexible trust Will
the will writing process
Here at Bate & Albon, we understand that creating a Will can be a sensitive, sometimes stressful task, and we strive to make the process as smooth and stress-free as possible. Our Will writing process involves the following steps.
The first step in the Bate & Albon Will writing service for clients will be completing a ‘Will Questionnaire’, where we sensitively gather all the necessary information about your assets and personal wishes. This allows us to fully understand your needs and any specific considerations you may have, such as provisions for children, charitable donations, or business interests.
Some clients wish for an initial meeting to discuss the drafting of their Will, rather than completing a Will questionnaire. This is no problem, and we are happy to meet with clients to discuss the options available to them at no extra cost.
After this initial step, we then provide a quotation for the preparation of your Will.
Once approval has been obtained from you and we understand your wishes, our solicitors will draft a Will tailored to your specific circumstances before forwarding a copy to you for approval.
We ensure that all legal requirements are met and that the document is easy to understand, while also being comprehensive enough to cover all aspects of your assets. During this stage we concentrate on creating a document that truly reflects your wishes.
After drafting, we provide a personal service where we meet with you to review and discuss the provisions made and ensure that any queries are answered.
Once you are satisfied, we will guide you through executing the Will, which includes signing it in the presence of witnesses. This final step ensures that your Will is legally binding and ready to be put into effect when needed.
Throughout every step of the process, our solicitors at Bate & Albon will provide clear and accessible advice, addressing any questions or concerns you may have.
why choose bate and albon will writing service?
At Bate & Albon we specialise in providing expert, personalised Will writing services. We focus on supporting you to create a Will that precisely reflects your wishes, ensuring that your estate is managed according to your intentions.
We pride ourselves on taking the time to understand your unique circumstances and tailoring our approach to cater to even the most complex estates. Our goal is to make the process straightforward, ensuring you feel informed and secure in your decisions.
With a focus on delivering peace of mind, Bate & Albon offers a Will writing service built on trust, expertise, and compassion.
- Meet the Team
Who handles will writing at Bate & Albon?
Serena is a Consultant Solicitor with years of experience in Will writing services. Based in our Chichester office, Serena works in our Private Client team, handling everything from inheritance tax advice to drafting and registering Lasting Powers of Attorney and Court of Protection applications.
Serena will oversee every element of the Estate Planning process, guiding you through every step.