Asking your client “Have you got a Will” is no longer enough.
The will needs to be fit for purpose and up to date.
None of the above questions can be answered with “All to spouse/partner” wills.
My service covers more than wills and estate planning. I also help clients get their affairs in order. I work closely with financial advisers and accountants to ensure that estate planning complements what you do for your clients. I am an associate with a boutique legal firm, based in the South East, specialising in Wills, Trusts, LPAs and Probate. For over 25 years we have been helping clients ensure that their assets reach the right people at the right time and in the right way. Having recently de-registered from the FCA I now focus on this vital area of estate planning.
I am building a network with professionals who think the same way, and I would like to see how we can work together. Please call to get a date in the diary to meet. My direct number is 079 888 30691.