STEP-BY-STEP GUIDE

How to write your will

Writing a will is one of the most important things you can do to protect your loved ones and the causes you care about. To make the process as simple as possible, we have partnered with Simper Law to offer a free will-writing service.

Whether you are making a will for the first time or updating an existing one, their expert team will guide you through every step.

  1. Name your beneficiaries
    Name the people who will be beneficiaries of your will. This is usually your family, loved ones, and any charities you would like to give a legacy to.
  2. Decide on the type of gift
    Decide on what types of gifts you would like to leave to a charity e.g. A fixed sum of money, a percentage, or a specific gift.
  3. Name your executors

    Executors are those who will carry out your wishes. Usually, two or more executors are chosen. These can be your loved ones, or also include a solicitor.
  4. Calculate the value to be left
    You will need to calculate the value to be left in your will. This includes money in all bank accounts, the values of all of your property including personal possessions, and any stocks and shares. You can deduct any debts and invoices from this total.
  5. Tell us about your pledge
    You can let us know if you have left a gift in your will to us (but you don’t have to). Keeping us informed allows us to thank you, and to give you the opportunity to stay up to date with our reports, work and events.
  6. Use a professional service
    Wills are legal documents, and need to be signed and witnessed in the right way to ensure they meet the legal requirements. Unless you have engaged a free wills service, you should use the services of a professional such as a solicitor.

Our free will writing service in partnership with Simper Law

Simper Law is a local firm with offices across Norfolk and north Suffolk. They specialise in private client law, such as wills, probate and estate administration, with experienced solicitors to help you every step of the way.

VISIT THE SIMPER LAW WEBSITE

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