Protect you, your loved ones and your assets

          

What is a Will?

A Will is a legal document that dictates the distribution of your assets when you die.

Without a Will, you leave important decisions up to others. You won't have a say in who receives your property and other assets. A Will can save your loved one’s time, money, and help remove added distress and confusion for loved ones at a difficult time.

Other benefits of a Will include

  • Choose who will take care of your children
  • Safeguard your family home
  • Head off family disputes
  • Say who you want to look after your pets
  • Support your favourite cause or charities
Why do you need a Will?

An up to date, professionally drafted Will allows you to select who will receive what and ensures provisions are made for your loved ones in the way you intend.

Without a Will, you cannot select beneficiaries or how your assets will be divided, which could lead to conflicts and delays.

You can also specify requirements such as donations to charity, assign legal guardian(s) for children under 18 and could include certain conditions you may wish recipients to abide by.

Everybody’s needs and circumstances are different and that is why it is important to ensure you have a Will tailored to your exact needs and requirements.

Take advantage of additional services

You may also want to consider additional services, such as including a professional Lasting Power of Attorney (LPA) service to ensure both your health and wealth are looked after by the people that you trust most. Or you may want to consider the option of a prepaid funeral plan.

Lasting Power of Attorney

Including a professional Lasting Power of Attorney (LPA) service can see both your Health & Welfare and Property & Finances are looked after by the people that you trust most. They can help you to make important decisions or make them on your behalf should the need arise. It can be very costly and take a long time to arrange Power of Attorney if a loved one loses capacity, so it makes sense to do it now and not leave it to chance.

Prepaid Funeral Plan

The option of a prepaid funeral plan can ensure your funeral needs are met and tailored specifically for you and locked in at today’s price.

What are the next steps?

Our trusted partner, CFS Wills*, offer an affordable range of products and services to protect you, your loved ones and your assets. Their flexible approach means they can visit your home, arrange office appointments, telephone or video conference you at a time and place convenient for you.

If you are interested in a no-obligation discussion with one of CFS Wills’ friendly expert advisors, please complete and submit the form below.

Please note: By submitting this form, you are confirming you have read and understood our Privacy Policy and provide consent for your details to be passed to our trusted third party, CFS Wills, who will be in contact with you soon after your submission. 

*CFS Wills are members of the Society of Will Writers (SWW), a self-regulatory body for the Will Writing and Estate Planning  Industry established to safeguard the public from unqualified and uninsured Will Writers.

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