DOCUMENT STORAGE

If your will were to be damaged in any way, the courts could declare the will invalid. We offer safe and secure storage of your legal documentation in digital and paper form.

WHAT IS WILL STORAGE?

Storing your will with us will give you peace of mind that it is secure and can be easily found when the time is right. It means that you don’t need to worry about it being lost or stolen, if ever something were to happen to your will then you would have the right to recourse. 

HOW DO I RETRIEVE MY WILL?

As part of our ongoing support to our clients, we offer a wills storage facility in our secure archive. You can retrieve your will at any point to review it, amend it or destroy it.

In particular, if the person who made the will no longer has mental capacity and now has a court-appointed Deputy or someone with Lasting Power of Attorney acting for them, the Deputy or Attorney can in certain situations request a copy of the person’s will. To release a copy will, we would need to see:

  • an original or certified copy Deputyship Order or an original or certified copy registered Lasting Power of Attorney for Financial Affairs plus a medical certificate confirming the person’s loss of capacity

We can only release the will of a person who has passed away to the executor or administrator of their estate.

Should you wish to retrieve your will our team will confirm the appropriate release procedure to you.

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PROBATE

Probate is the legal right to deal with someone's property, money and possessions when they die. If the person who died left a will, this explains what should happen to their estate.

INHERITANCE TAX

Inheritance tax is a tax on the 'estate' of someone who's passed away. How much you pay depends on the value of the deceased's estate – which is valued based on their assets, minus any debts.

TRUSTS

Using a trust can give you peace of mind that your chosen beneficiaries will inherit from your estate. The benefits can include reducing the care fees payable to the local authority and have tax advantages.

DOCUMENT STORAGE

If your Will were to be damaged in any way, the courts could declare the Will invalid. We offer safe and secure storage of your legal documentation in both digital or paper form.

TENANTS IN COMMON

Tenants in common is a term used when two or more people have a share in a property – as in spouses or civil partners – but as separate owners entitled to their own share of the property.

PROPERTY CONVEYANCE

We work with a team of legal experts who will prepare legal documents for a property sale, remortgage or lease extension, and transferring legal ownership if the property is being sold.

FINANCIAL PLANNING

We work with a team of independent financial planners who will help you plan for changes in your income, pensions, insurance, savings and investments. Need help. Contact Us.

LASTING POWER OF ATTORNEY

Nobody likes to think about losing the ability to manage their own affairs. Powers of Attorney gives someone you trust the ability to make decisions on your behalf.

SECURE STORAGE YOUR WILL

Need advice on our will and document storage services?

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