Scroll down to read helpful articles on a wide range of estate planning topics, or use the search button to find answers to a specific query.
Do I need to update my Will if I divorce?
If your relationship with your spouse or civil partner breaks down, you, your home, your assets and your family circumstances are all affected. The wishes you set out in an existing Will may no longer be appropriate, and you will likely want to reconsider your estate plans.
In this easy-to-read article, learn more about how the law looks at Wills when couples divorce. You’ll also find links to other resources and sources of support.
What is the Golden Rule?
Every estate planner must be cautious when assessing the mental capacity of a person creating or amending their Will, especially if that person is elderly or in ill health.
Learn more about the test for capacity to make a Will and the golden rule in this article.
Download your FREE letter of wishes template
A letter of wishes sits alongside your Will. It can be a farewell letter to your family and friends and guide your executors about how you’d like them to deal with your wealth and assets if they have the discretion to do so.
Download my FREE template letter of wishes when you sign up for a monthly newsletter. Unsubscribe at any time.
Can my children inherit if they live overseas?
The simple answer to the question, “Can my children inherit if they live overseas?” is yes, but there could be a few hurdles.
If your child is also an executor of your Will, there will be an added layer of complexity. Find out more in this blog.
What information will my executors need?
Your executors will need to be able to find your personal and financial information when the time comes.
A simple way to do this is to prepare and maintain a record for your executors. It doesn’t have to be long and complicated. It should simply show them what you own and where you have kept vital information.
Download my FREE template and find out more in this article.
What is a property protection trust?
Estate planning can help protect your wealth for the next generation. Trusts are not only for the super-wealthy.
Standard mirror Wills do not include asset protection trusts. If safeguarding your wealth is important to you, read on, and to learn how a simple Will trust can benefit your family.
Do you make New Year resolutions?
It might not sound as glamorous as hitting the gym or booking a dream vacation, but estate planning is a decisive step toward securing your future. Act now to protect the people you love. If you've been putting it off, you're not alone. Discover why 2025 should be the year you make your Will.
Where should I store my Will?
Your signed Will is the only one that counts. Copies won't work.
When dealing with the local probate registry, they need the original Will with your wet ink signature. Proving a copy is a headache. If something happens to your Will, all the careful planning you did could be wasted. Keep the original safe, and you're good to go!
You have FIVE choices for storing your original signed Will:
How do I write my letter of wishes?
A letter of wishes sits alongside your Will. It can be a farewell letter to your family and friends and guide your executors about how you’d like them to deal with your wealth and assets if they have the discretion to do so.
Download my FREE template letter of wishes when you sign up for a monthly newsletter. Unsubscribe at any time.