Philip Anthony Associates Limited - Professional
Will Writing and Estate Planning Practitioners
Preparing for our visit
Please consider the following points carefully.
1) You will need to appoint one or more persons to act as Executor/s. Have you thought about who you would appoint to carry out your wishes as expressed in your Will? We will need their full name and address.
2) Make a list of the exact names (including middle names), addresses and telephone numbers of those you wish to include in your Will.
3) If you have children under 18 years have you thought about suitable guardians? Again, we will need the guardians full names and addresses.
4) If in later life you were to require residential care would you like to protect your property as much as possible against the Community Care Act (1990 Health Care Act) and therefore still have something to leave your family? We can give you appropriate advice during our home visit.
5) As most people appoint a spouse, partner, friends or adult children as Executors, would you like to know more about our Probate Help and Advice Service?
6) As the main part of your Will (the residue) is distributed to your beneficiaries in percentages (shares), you need not work out any specific sums or amounts of money. However, if you do wish to leave specific bequests of money to certain individuals, have you decided on amounts and to whom?
7) Have you thought what should happen if a beneficiary predeceased you?
8) Do you want to give members of your family the legal authority to look after your financial affairs if you become unable through illness, accident or old age? A Power of Attorney can help with this, and again, we can give you full advice during our home visit.
9) If you would like to leave anything to charity, you will need to contact the relevant charity to obtain their exact name, address and registered charity number so we may include that in your Will.
10) Do you think safe storage of your will is a good idea? Would you like to know about our safe storage service?
11) Do you have business interests that you would like to include in your Will?
Wills may be amended at anytime in the future to accommodate changes in your circumstances. Take advantage of this opportunity now and do not put it off!