Instruct a professional will writer over the phone
If it’s not convenient to meet a will-writer face-to-face, but online will-writing services leave you cold, making a telephone will is an ideal solution.
It allows you to discuss your needs and circumstances with a professional, providing valuable peace of mind. During our call, we can respond to your questions and provide tailored guidance on how best to leave your legacy, including advice on inheritance tax.
To book a telephone will writing service, please contact us today. One of our friendly and experienced team will arrange a callback at a time that is convenient for you.
What are telephone wills?
Telephone wills gained popularity during the 2020 pandemic when face-to-face meetings became difficult or impossible. It is exactly the same process as making a will in person but with the convenience of discussing it over the phone rather than in person.
Telephone wills are a great solution for complex wills that are too difficult to complete online. They are also great for those who wish to avoid sharing their details online or simply prefer to talk things through.
If you already have a will, our telephone service is a fast and cost-effective way to update it.
As with any will, we will send you a physical copy of your will when it is approved, and it’s essential that it is signed in the presence of witnesses to make it legally binding.
Key features of a telephone will
As part of the telephone wills service, you will be asked to:
- Nominate Executors. These are the individuals who will carry out your wishes after you’ve gone.
- Nominate Guardians if you have children under 18.
- Name your main beneficiaries (and second-level beneficiaries in the case that your first choices are unable to inherit.)
- Specify personal gifts you’d like to leave to friends and family.
- Specify donations to any charities.
Our professional will writers can also advise on inheritance tax and how to organise your assets to reduce your tax liability.
How do telephone wills work?
There are six simple steps to completing a telephone will:
- Initial enquiry: Contact us to request a callback on 01305 774786 or by filling out our contact form or emailing us. Following your enquiry, we will contact you to arrange a convenient time and date for a telephone appointment.
- The first call: During our call, we gather all the necessary information to write your will, including your family situation, your assets, and your beneficiaries. We can discuss the various types of trusts available to you, any tax considerations, and advise on the best way to protect your loved ones’ future.
- Will-writing: Following our call, we will draw up a will that reflects your wishes and needs. We can post or email it to you, whatever you prefer.
- First draft: You will receive the draft documents for review and approval. We aim to deliver them to you within two working days of our first call. This is your chance to ask questions and request alterations. For added reassurance, we will send you helpful guides to explain any trusts or legal terms included.
- Approval: Once you are happy with the contents, you can confirm it to us by phone or email. Once approved, we will print the will and post a copy to you, along with detailed signing instructions.
- Signing: Your will must be signed in person according to the signing instructions and in the presence of two witnesses.
If you wish, we can also recommend the services of other experts, such as financial advisors.
How much does a telephone will cost?
Our fees for telephone wills are transparent, and you can view them here. There are no hidden charges; the price you see is the price you pay. All of our wills are covered by £2.5million professional indemnity insurance. We also offer very competitive rates for probate and conveyancing.
Protect your future today
Our telephone will service offers a practical, secure, and personal way to ensure your wishes are respected and legally documented. With our expert team guiding you through the process, you can feel confident that every detail has been handled with care and professionalism.
Don’t hesitate to protect your future today – call us on 01305 774786, fill out our contact form or email us to request a callback at a convenient time.
To help you prepare for the call, you can download our basic information form for wills and LPAs, which will help you organise your thoughts before we speak.
Frequently asked questions about telephone wills
Is it okay to do a will over the phone?
Yes, absolutely. Our telephone wills are just as legally binding as wills created in person. We record all calls, ensuring that if your will is ever challenged, we have a clear record of your instructions and the advice given by our professional will writer. This service offers the same legal protection as meeting with a solicitor in person.
What are signing instructions?
To make your will legally valid, you must sign it in the presence of two witnesses, who must also sign the document. The date must be inserted correctly for the will to be valid. When we send your final will, we include full signing instructions to ensure that everything is done correctly. It’s crucial to follow these instructions carefully, as failure to do so could invalidate the will.
Is a telephone will handled by a professional will writer?
Yes. Every will we produce is written by a professional will writer who is a full member of the Society of Will Writers. Our team adheres to a strict code of practice, and each will we produce is covered by £2.5 million of professional indemnity insurance for your peace of mind.
