Request a Free Will Check
Is your Will still protecting the people who matter most?
Many people create a Will and then put it away, assuming it will always reflect their wishes.
However, life changes – and your Will should change with it.
Marriage, divorce, children, grandchildren, buying a home, changes to your finances or the loss of a loved one can all have a significant impact on your estate and how it is distributed.
At Bell Lamb & Joynson, our experienced Wills and Probate Team can review your circumstances at no cost and help you decide whether your existing Will still meets your needs.
Complete the form below and a member of our team will be in touch to arrange your free Will check.
Why should you review your Will?
An out-of-date will can lead to:
- Assets passing to the wrong people.
- Beneficiaries being left out.
- Executors being unable to act.
- Delays, disputes and unnecessary costs.
- Missed inheritance tax planning opportunities.
Research suggests that 68% of people who have a will have never updated it, despite experiencing significant changes in their lives.
Key life events that should trigger a review
You may wish to review your Will if you have experienced any of the following circumstances:
- Marriage or entering into a civil partnership.
- Divorce or separation.
- The birth of a child or grandchild.
- The death of a beneficiary or executor.
- Buying or selling a property.
- Significant changes to your finances.
- Changes to family relationships.
How often should I review my Will?
As a general rule, we recommend reviewing your Will every three to five years, or whenever a major life event occurs.
Download our free guide
Our free guide explains:
- When and why you should review your Will.
- The key life events that should prompt a review.
- The risks associated with an out-of-date Will.
- How regular reviews can help protect your family.
Download your free guide here.
Request your free will check
Complete the form below and a member of our team will contact you as soon as possible.