Simple steps to writing your Will

What's involved ?

There are three steps to making a Will. Sage Wills

  1. First Appointment  -  After taking your information and listening to your requirements, we give advice on how best to structure the Will.
  2. Drafting your Will.
  3. Second Appointment  -  Signing your completed Will.

Our fixed fees include two appointments at your home or wherever is most convenient for you, at a time to suit you, either daytime, evenings or weekends. The first appointment can last an hour or more depending on your circumstances, the second for Will signing is usually very short.

Step One

Taking your instructions

Step 1 First AppointmentDuring the appointment we'll talk about your requirements and what you want to achieve with your Will. We will then take detailed instructions to make sure we have a full picture of your circumstances and most importantly, your wishes.  We'll explain the legal powers and duties of executors, guardians and trustees. We'll also give advice on current inheritance tax thresholds and measures which may help to protect your assets regarding inheritance tax and long term care fees. We'll then quote a fixed fee for the work.

Step Two

drafting your will

Step 2 Drafting of the WillYou have the option to cancel within 7 days and we would then begin to draft your Will. We may need to contact you by email or phone to clarify some of the details given. We may also undertake Land Registry searches and Severance of Joint Tenancy procedures if you've instructed us to do so. We can then send you a draft copy of your Will for checking.

Step Three

Signing the Will

Signing Your WillOnce you are satisfied with your draft Will, we will prepare a proper bound Will for you. We will arrange an appointment to visit you for the Will signing. You will need to ask two independent witnesses to be at the appointment. Your Will won't be legally binding unless it is signed correctly so we will oversee the witnessing process.  Only after you've signed your completed Will do we take any payment.

Things to Consider

coinsIt's important to consider what you want to happen when you are no longer here.

These decisions require careful thought and if you have any doubts or questions, speak to our expert Will Adviser.

Key areas to consider:

  • What you own - your possessions and property
  • Who you wish to benefit - your beneficiaries
  • Who will administer your estate - your executors
  • Who will look after your children - your guardians
  • Who will manage Trusts - your trustees
  • Inheritance Tax
  • Long term care fees and other financial planning
  • Giving to Charity