Other Services

Sage Will Writers are specialists in Will writing, end of life advice, Inheritance Tax planning, property and asset preservation, estate administration,  Lasting Powers of Attorney, Estate Planning and much more. We also offer advice regarding:

  • Probate advice and guidance, we can offer a fixed price Probate service.
  • Specialist Trusts including Pilot Trusts, Asset Protection Trusts, Deed of Trust
  • Pre-paid Funeral plans
  • Changing ownership of your home to Tenants in Common
  • Secure Will storage
  • Land Registry reports
  • Letters of Wishes

Lasting Power of Attorney

A Lasting Power of Attorney (LPA) is a document in which a person appoints someone to look after their financial and/or their personal affairs should they become unable to look after themselves. There are many good reasons for having one, click here

There are two types of Lasting Power of Attorney (LPA):

A Financial & Property Decisions LPA - allows someone you trust (the attorney) to make decisions on your behalf about your property and financial affairs at a time when you are no longer able, or lack the mental capacity, to take those decisions yourself. This can include paying your bills, collecting your income and benefits or selling your house, subject to any restrictions or conditions you might have included. It can only be used once it has been registered at the Office of the Public Guardian (OPG).

A Health and Welfare Decisions LPA - allows your chosen attorney to make decisions on your behalf about your personal welfare, such as where you live and the kind of care you receive. It can empower the attorney to give or refuse consent to medical treatment provided this power has been expressly given in the LPA.

Pre-paid Funeral Plans

OrchidsThe cost of funeral planning has historically increased above the normal levels of inflation and this is very likely to continue. Bought at today's prices or paid for in instalments, a funeral plan purchased in advance represents extremely good value for money and the quality of the service provided by the funeral director in respect of your planned wishes will not cost your family a penny more when it is ultimately needed.

There are four main advantages of arranging and paying for your funeral in advance:
  • You inflation-proof your payment - there's nothing else to pay, you can control the costs of a service whose price has risen sharply in the last ten years
  • You can relieve your loved ones of the emotional burden of making decisions at a time when they are vulnerable and least able to cope
  • You can save your executors from the financial burden of paying for your funeral
  • Save your loved ones stress and worry as everything is taken care of.
  • There are many good reasons for having a pre-paid funeral plan, click here

    We can advise on a great value Funeral Plan

    Funeral Directors Register National Federation of Funeral Directors Safe Hands Funeral Plans

 

Secure Will Storage

Once you have written your Will, it is vital that you keep it somewhere safe and secure. If your original Will goes missing or gets damaged, your executors will have problems submitting to Probate and your estate could be distributed according to the laws of Intestacy instead of as you had intended.

Safe and secure will storageIt is important that all executors and trustees are aware of the location of your Will. It should be kept safe from fire, flood, damp, loss and theft.

Sage Will Writers offers a very safe and secure storage facility for a small annual fee, and you can also store other important documents, such as LPAs, share certificates and Letters of Wishes.

You'll receive:

  • Secure and floodproof storage
  • A certificate of storage
  • Advisory Certificate for your executors so they'll know where your Will is kept
  • Free return of your Will when needed
  • Free Probate help line
  • Fully insured against loss

Update your Will

We will be pleased to update your Will. It's important that you review your Will every few years to make sure it reflects your current situation and wishes. Certainly on life-changing events, such as marriage or divorce, having children or coming into an inheritance, you will probably need to update your Will.

Letter of Wishes

You may wish to leave items of sentimental value to your family but it can sometimes be difficult for Executors to decide who gets which item. We can help you create a Letter of Wishes which sets out what you want to happen to personal items – be that an exact list of gifts or just a general indication for friends to choose a keepsake or two. The Will asks the Executors/Trustees to follow this Letter of Wishes.