Planning ahead is one of the most responsible decisions you can make for yourself and your loved ones. A properly drafted Will forms the foundation of any sound estate plan. While conversations about the future can be emotional, taking these steps ensures your wishes are honoured and your family is protected from unnecessary stress or uncertainty.
If you pass away without a valid Will, your estate will be distributed under intestacy rules, which may not reflect your true intentions. This could mean that people you never intended to benefit may inherit your assets, while those closest to you could be left without proper provision. It can also lead to delays, extra costs, and even disputes among family members.
A well-prepared Will does far more than simply divide assets — it allows you to:
At Solutas Legacy, we believe in making the Will writing process straightforward, personal, and completely transparent. Our approach includes:
Personal Consultation: We take time to understand your family situation, financial circumstances, and priorities.
Expert Drafting: Your Will is carefully prepared by experienced professionals to ensure legal accuracy and precision.
Clear Guidance: We explain each step in plain language, so you always know exactly what you’re signing.
Support with Appointments: We help you choose suitable Executors and Trustees to carry out your wishes.
Secure Document Storage: We can safely store your Will for easy access when needed.
Ongoing Review: We recommend reviewing your Will every 3–5 years, or after any major life change such as marriage, divorce, a new child, or property purchase.
We’ve designed our service to be straightforward, confidential, and fully compliant with UK law.
We begin with a free, no-obligation consultation to understand your personal circumstances and estate planning goals.
Our expert estate planners carefully prepare a draft tailored to your specific wishes, ensuring clarity and compliance with all legal requirements.
Once finalised, we guide you through the signing and witnessing process to ensure your Will is legally valid and properly executed.
Our experienced team provides personalised guidance to help you protect your assets and plan for the future with confidence.
No, family members should not act as witnesses to your Will. By law, anyone who benefits under your Will — or their spouse or civil partner — cannot serve as a witness. If they do, their entitlement under the Will becomes void, and this could also invalidate certain clauses. Witnesses must be aged 18 or over, have full mental capacity, and ideally have no personal interest in your estate.
You may appoint up to four Executors to manage your estate. We usually recommend naming at least two Executors to ensure continuity if one is unable or unwilling to act. Relying on a single Executor can create risks if they pass away or become incapacitated. If your Will includes a Trust, the law requires a minimum of two Trustees to properly manage the Trust assets.
An Executor is legally responsible for handling your estate according to your Will. Their duties include:
Registering the death
Applying for probate
Collecting and valuing assets
Paying outstanding debts, taxes, and funeral costs
Distributing the estate to beneficiaries
The level of complexity varies depending on the estate’s size and structure, so it’s essential to choose trustworthy and capable Executors.
An Executor manages the estate immediately after death, taking care of probate, settling debts, and distributing assets. Their role usually ends once all estate matters are finalised.
A Trustee, on the other hand, is responsible for managing any ongoing Trusts set up in your Will — often for the long term. While the same person can act as both Executor and Trustee, a Trustee’s duties continue long after the Executor’s role has ended.
Absolutely. Your Will is one of the most important legal documents you will ever create, so it should be stored securely and safely, with your Executors informed of its location.
At Solutas Legacy, we offer secure Will storage services at competitive rates. You’ll receive a Storage Certificate with a unique reference number, ensuring your Executors can easily retrieve the original document when required.
Yes, you can. The process depends on how significant the changes are.
Major amendments may require creating a completely new Will.
Minor adjustments can usually be made through a Codicil or Memorandum of Wishes.
Remember, both a Will and a Codicil are legally binding documents, so professional advice is always recommended.
No. Setting up a PPT has no impact on your mortgage arrangements — your repayments will continue as normal.
A Memorandum of Wishes is not a legally binding document, but it allows you to leave detailed personal instructions for your Executors or Trustees. These may include requests such as preferred funeral music, how personal items should be distributed, or other wishes you’d like respected. Because it’s flexible, it can be updated easily as your circumstances change. Both Codicils and Memorandums of Wishes should be stored securely alongside your Will. Solutas Legacy can advise on the most suitable approach for your situation.
If you are named as an Executor, your duties begin immediately after the person’s death. You will need to contact several individuals and organisations, including banks, solicitors, and the probate office.
If Solutas Legacy has been appointed as Executor, our experienced team will handle the entire process with efficiency, care, and compassion. We understand this is an emotional time and will work closely with your family to ensure everything is managed smoothly and respectfully.
A Living Trust offers ongoing protection for your assets during your lifetime and ensures a seamless transfer to your beneficiaries after your death. Unlike a Will, which only takes effect after you pass away, a Living Trust operates while you’re alive — helping to:
Avoid probate delays and costs
Maintain privacy over your estate
Prevent disputes between family members
Protect against creditors or care home fees
It’s a flexible and effective way to safeguard your estate and ensure your wishes are respected both now and in the future.
Your consultation is completely free, confidential, and designed to help you make informed decisions for the future.
