Dunham & McCarthy are offering their exceptional will writing consultancy service to all supporters of Epsom and St Helier Hospitals Charity free of charge*
*throughout the course of your consultation with a full qualified estate planner, you may choose to use other services in preparing your Will which may incur a cost. Your planner will ensure that you are always provided with a full and transparent break-down of these costs and you are not obligated to accept any of these services.
We understand making a will may feel daunting and is something that is often put off until it’s too late, however our experienced advisors are on hand to put your mind at rest and make the process simple and easy to understand. So, whether this is your initial introduction to wills or you have more complex estate planning needs, please feel free to contact us.
WHY MAKE A WILL?Not making a Will can make a difficult time even harder for your family.
You risk depriving your spouse or partner of their home, increasing any potential inheritance tax liability and leaving your estate in the wrong hands. With a younger family if the worst happens, in addition to having to deal with the loss of a parent children are faced with other problems, they may have to move house or change school; they may even be taken into care whilst social services appoint a suitable guardian.
APPOINT EXECUTORS
Name the people who you want to take charge when the time comes.
NAME TRUSTEES
Put money in the hands of trusted friends and family until children are older.
APPOINT GUARDIANS
Document who should take custody of any minor children.
SPECIFY BENEFICIARIES
Clearly identify who should benefit and in what order / proportion.
NO COST
The service is entirely free of costs; this includes taking your instructions, visiting you at home to check draft documents and to sign your final will.
NO CATCH
For us, this is a great way to meet new clients, we simply hope that should you require legal or financial advice in the future, that you consider using our firm.
NO EXCUSE
Our advisors can visit you at home or schedule a video call. Also, we work daytime and evenings, so there really is no reason to put off making your will.