Family PPT Wills

Most couples I visit have very similar situations and if your situation is as the list below then you would also probably benefit from the type of Will that I often end up writing for those couples which I’ll explain later, firstly, confirm in your own mind that you tick all the following boxes:

1. You are a couple living together (it doesn’t matter if you’re married or not although there are tax advantages to being married).
2. You own your home Jointly (with or without a mortgage, that doesn’t matter either).
3. You have 1 or more children (children or stepchildren being treated in the same way all count)
4. Your basic wish when you die is for everything to go to your partner/spouse and when both of you die everything to be equally split between the children.

The above describes a very common situation and very common wishes. It’s worth while you keep reading if you are also concerned about about losing the house to care home fees or your spouse remarrying after your death, if this is the case, please watch the short video here and then proceed if it’s what you would like for yourselves.

Well done for watching the video and opting to continue reading because this is how I can help you achieve all these goals in your wills so that your share of the family home will always go to your children even if you die first, it’s called asset protection and is one of the best elements of Estate Planning.

If you take up my offer below then the wills you get will do the following and will work perfectly, I’ve had many clients die and their wills have always done the job they were intended to do.

Your wills will:

1. Revoke all previous wills, this is in every will even if you haven’t made a will before,
2. Nominate as your Executors each other plus either your children or close friends or family (3 additional Executors max),
3. Nominate Guardians for your children, it’s best to stick with close family for this nomination, name a first choice and a reserve.
4. Set out the terms of the Protective Property Trust to protect your half of the house but still enable your spouse to live in it for the rest of their lives and to use the trust money to move house if they want to.
5. Give everything else to your partner/spouse if you die first (that is everything except your half of the house because that’s in the trust),
6. Give everything when both of you have died to the children named if you die second.

Included in the price is the Land Registry work necessary to change your house from Joint owners to Tenants in Common, this means that you can use your half of the house in your trust, as Joint owners you cannot so this is a necessary step.

It’s important to note that if your situation and wishes, in any way shape or form, do not exactly mirror these points then you need to contact me separately and we can discuss your specific needs.

To place your order for one of these wills please complete the form below and you will be able to make a payment of the £299 after submitting the form: