When you create your will you need to appoint executors, many people automatically think of their closest family and nominate these as executors.  This is not always the best approach; you are asking a great deal of your loved ones if you ask them to take on the role of executor of your will.  It is highly likely that your loved ones will be grieving at the time they need to start their duties as your executor.  These duties can include:-

Discovering and listing all the assets, property, saving and other investments you have:

In addition, if the will contains Trusts the executors must ensure these are set-up correctly and passed to the trustees to manage. The trustees have many duties  including taking good care of the assets in their trust and where they do not have the professional skills required they must employ suitably skilled people. Trustees are, at all times, accountable to the beneficiaries of the trust they manage and if they act unwisely or inappropriately they can be sued by the beneficiaries.

We offer a packaged service that you can buy when we set up your will. This packaged service provides the services of professional executors and trustees for you and any qualifying members of your family. By purchasing this service your loved ones will not need to worry about the arduous duties associated with being an executor or trustee. The service has a fixed purchase price which covers all qualifying members of your family. On death executor and trustee duties are handled for a fixed percentage of the estate capped at no more than 1.75% of the value of the estate. Trust are also administered at a fixed capped fee of no more than 1.75% of the value of the trust annually.

To ensure peace of mind why not have our consultants come and visit you in the comfort of your home for a free consultation.

01249-463484 or click the link to send us a request.