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Legacy Consultations

Get in touch on 020 8773 9998 if you would like an initial chat or to book a Legacy Consultation

Why do I need a Will?
  • Are you married?

  • Do you have children from a previous relationship?

  • Are you and your partner unmarried?
  • Do you have assets in your name only?

Your assets will be frozen until any claims are processed and the administration of your estate is completed. This could take months or even years and cause huge distress and financial difficulties for those who rely on you.

  • Do you have children under 18?

Did you know if you don't appoint a guardian for your children, the courts and social services

will have to?

Most Married Couples mistakenly assume that everything they have will automatically go to their other half if one of them dies. Without a Will, other members of the family could make a legitimate claim on your estate. 

In the absence of both parents, assets will pass to the children (or family) of whoever died second, leaving the other person's family with nothing. There's no such thing as simultaneous death in the eyes of the law. Read more about it here.

Your partner has no legal entitlement to any part of your estate unless you write a Will to include them. Read Gill Lavery's sad story here.

What's Next?
  • How do I start?

Arrange a home visit or video call consultation by calling our friendly team and even if you aren't sure about a meeting just yet, an initial chat over the phone with an adviser is a really good idea

  • What do I need to get ready before a meeting?

You'll be pleased to know that there is nothing you need to prepare in advance - in fact it is better that you put it out of your mind until we see you.

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See what our lovely clients say:

❝ Cheryl has worked with a number of my clients now and without exception they have been delighted with her clear delivery of knowledge, bringing the right solutions at reasonable cost.  

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