Wills are more than just a way of giving away money, they are a way of passing on memories and treasured possessions to your loved ones. They allow a way of remembering the past while providing support for the future.

We have extensive experience in helping individuals and families structure their wills and guiding them through the range of planning issues which may arise. We often use wills as part of a wider planning strategy but for many people, a standalone will is sufficient. All the wills we create for our clients are bespoke to your needs. However, for simplicity, we categorise them into three main types: Simple Wills (usually without trusts), wills containing trusts to protect your property and wills containing trust to protect your entire estate.

We offer a pragmatic, plain speaking approach and all of our Wills come with plain English versions. We pride ourselves on offering a personalised service and you will be allocated your own solicitor who will guide you through the process from start to finish. All of our solicitors are full members of STEP and are considered leading experts in this area of law.

We can meet you at home, our office, your office or any other location to suit you. We also offer meetings by online video (such as Zoom, Skype and Microsoft Teams) or by telephone.

 

 

Recommended guides

Wills, Succession Planning, Inheritance Tax

 

Contact us

Make an appointment

For urgent wills contact Paul ClarkTEP

 

Further information

 

Our approach

Our approach is to keep matters as simple as possible while ensuring that your wishes are met and all risks have been taken into account. We will always advise you of any risks that could cause your wishes to not take effect (for example through claims against your estate) or cause the inheritance to be reduced (for example through Inheritance Tax). By using our expertise, we keep it as straightforward for you as possible.

We offer a personalised approach and we put you at the centre of everything we do. You will be allocated your own solicitor who will work with you to guide you through the will creation process. They will also act for you whenever you instruct Spall Clark Solicitors.

 

Our process

Step 1: Initial meeting

During our initial meeting we will discuss your aims and wishes. We will review your personal circumstances and inform you of your Inheritance Tax position. We will advise you if there are any alternative ways of structuring your Will to meet you wishes but limit or avoid any identified risks.

Our initial meeting can be at your home, one of our offices, online video or by telephone.

Step 2: Confirming your instructions

We will provide you with a summary of your instructions (in plain English) and provide you with our engagement documents which confirm the cost and estimated timeframe for completion.

We can provide the documents to you by post or via our online portal, whichever you prefer. We use a secure online portal to ensure your personal information is kept safe.

Step 3: Drafting the Will

Once you have confirmed your instructions, we will provide you with a draft Will along with a plain English version for you to review. We can meet with you to review the documents or provide them to you by post or via our online portal, whichever you prefer.

Step 4: Signing the Will

Once you have approved the draft Will, we will prepare final versions and will meet with you to sign the Will. Two people are required to witness your Will and we will provide both witnesses. Alternatively if you prefer to sign your Will at home, we can send the Will to you with full signing instructions.

Step 5: Finalisation

Once your Will has been signed, we will discuss where you can keep your original Will. There any several options including keeping the Will at our office. If you decide to keep your Will at our office, we will provide you with a folder containing a copy of your Will and other important documents.

 

How much does it cost

Individuals

£250 to £400

Couples

£350 to £650

We are not presently charging VAT on our fees

For further information please see our price list

 

How long will it take

In most cases, it normally takes between two and four weeks to complete your Will. However, in urgent cases we can complete the process the same day if required.

 

What our clients say

‘My Will was drawn up to my exact requirements’

‘You made it so easy for me’

‘Knowledge and feedback regarding our concerns on our matter was outstanding’

‘Paul made us feel at ease all the way through’

‘Explained what I needed to know when making my Will’

‘An enjoyable experience’

We look forward to working with you