MAKING A WILL
Planning for the future is essential, but despite our best intentions this often gets side-lined in our busy lives – yet it is one of the most important things we can ever do. Many people delay thinking about making a will, despite the fact that it is neither complicated nor expensive. Not only does it put our affairs in order, it makes sure our loved ones are looked after in the future.
At JR Levins we understand that everybody’s circumstances are different. We will take the time to listen to what you would like to happen to your estate and tailor each will accordingly. Having a will made can feel like a daunting task, but it is one of the best ways to ensure that your family are looked after and your wishes are respected.
SPEAK TO ONE OF OUR PRIVATE CLIENT SPECIALISTS
If you need any further assistance please call:
Merseyside: 0151 480 5777
Runcorn: 01928 711119
Widnes: 0151 423 3661
WHY CHOOSE JR LEVINS
At JR Levins we care about building lasting relationships with our clients and understand that being professional, open, honest and approachable is key to this and it underpins all of our work.
We know that listening carefully and respecting your wishes is key to providing you with an excellent service. We will always offer advice about how best to structure your will to ensure that your needs are accurately met and we are happy to help support you through the whole process.
Making a will shouldn’t be a daunting or confusing process and our aim is to make it as simple and stress-free as possible.
If you would like help drafting a will or revising an existing one, the please do get in touch, we would be happy to help.
Need more information?
Check out our Wills FAQs below.
Why do I need a will?
Why do I need a will?
A Will gives you control over what happens to your money, property and possessions after you die. A Will helps protect your loved one and avoid family disputes. Having a Will ensures your voice is heard even after you’re gone.
What will happen if I don’t make a will?
What will happen if I don’t make a will?
If you die without a Will, the law decides who inherits your estate. This may not reflect your wishes and can lead to delays, costs and family disputes.
Do I need to use a solicitor?
Do I need to use a solicitor?
Yes, but DIY Wills often lead to mistakes and disputes. A solicitor ensures your Will is legally valid and tailored to your circumstances.
What do I need to include in my Will?
What do I need to include in my Will?
Your Will should name your executor, list who inherits your assets, include any specific gifts, and say what happens to the rest of your estate. You can also name backup beneficiaries and leave money to charity. The clearer your Will, the easier it is for your loved ones to follow your wishes.
How often should I update my Will?
How often should I update my Will?
Every 2-5 years, or earlier if your circumstances change, such as marriage, death, divorce, having children or buying property.
What is a mirror Will?
What is a mirror Will?
A pair of Wills made by two people (usually spouses) that reflect each other’s wishes.
Can I exclude someone from my Will?
Can I exclude someone from my Will?
Yes, but it must be done carefully to avoid legal challenges.
What is inheritance tax and how does a Will help?
What is inheritance tax and how does a Will help?
Inheritance tax is charged on estates over a certain value. Taking advice early and planning for inheritance tax can help reduce the amount your family pays.