you don't have to.
Addressing what may happen once you have gone is something no-one likes to think about, but leaving others to sort out your financial affairs after death can be fraught with problems. Making a Will is not expensive – and it’s important to have peace of mind that your spouse, children and estate will be taken care of should the worst happen.
We will listen sensitively to your needs and help you plan a Will that suits your situation – so that you always have the final say. This includes providing advice on:
- Appointing guardians for your children
- Distributing your assets, such as your home and savings, among family members
- Making provisions for your business
- Incorporating Trusts to protect your property and assets
- Reducing the cost of inheritance tax
- Setting out your funeral wishes
If you already have a will, then consider if it reflects your current circumstances. Remember that things change and a lot may have happened since you originally made it. Have you married, been divorced or separated, had children or grandchildren? Maybe you have moved house, or would like to leave something special to a dear friend? We recommend that you regularly review your Will to make sure it reflects your exact needs and requests.
We are a member of Certainty the National Will Register. If you make your Will with us, we will automatically register it with Certainty as soon as it is completed – or if you did not, then we can still help you to register it. You can transfer your Will to our strong room from wherever it is currently held – for example another law firm, your home or at your bank. We do not charge for storing your Will and we will automatically register it with Certainty for a small fee as part of this storage process – unless you prefer that we do not do this.
It is vitally important that you keep your Will under review and we can also help with this. A professionally prepared Will, which has been safely stored and registered with Certainty, will help to ensure that your wishes are carried out – and that your estate is passed to those you have nominated.
Dagmara Kulczykowska is also a member of STEP – which is the global professional association for practitioners who specialise in family inheritance and succession planning.
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The Private Client Services Team
Dagmara Kulczykowska Partner
Private Client Services 01908 689341Dagmara is Head of the Department and has many years of experience in all aspects of private client work. Dagmara’s strengths are working with families on very sensitive and emotive matters, providing them with specialist legal advice. She ensures clients are supported but also advised clearly and comprehensively on the legal issue(s) at hand so that they can make an informed decision.
Amye Aris Solicitor
Private Client Services 01908 689317Amye is part of the Private Client Services Team and advises on all aspects of Private Client work in a range of matters relating to the administration of estates, Wills, Lasting Powers of Attorney and Deputyship applications. Amye also has residential property experience.
Karen Ward Senior Private Client Executive
Private Client Services 01908 689374Karen is a Senior Private Client Executive and Fellow of the Institute of Paralegals. Karen joined Geoffrey Leaver Solicitors in October 2018 having worked in the Private Client sector since 1997 for solicitors and banking institutions.