Wills

A Will puts you in control. You choose who will benefit from your estate and how much they are entitled to.

Making a Will is just the first step. Keeping it up to date and safe is even more important to avoid complications for your loved ones when it is needed.

COMING SOON! Will registration on national databases

As a Trust Inheritance customer, we are delighted to announce we are arranging to register your Will on two National Will registers.

You know where your Will is and that it is being kept somewhere safe. But does anyone else? By registering your Will you can make sure that your executors know where to find your Will when it is needed.

If a Will cannot be found after your death it can cause all sorts of complications which you would have wanted to avoid.

I need to update my Will

Keeping your wishes up to date is really important and we are here to help make updating your current Will as simple as we can. Changes can be made by email, letter or telephone so you have the flexibility to change your wishes in the way most convenient to you.

Email your changes to customercare@trustinheritance.com.

Alternatively, write in with your changes to us at Trust Inheritance, Crown House, 1 Stafford Place, Weston-super- Mare, Somerset BS23 2QZ. Please include your name, date of birth and reference number.

Or, if you would prefer a full Will Review you can speak to one of our Legal Advice Managers via a telephone appointment. Please call our customer care team on 01934 422991 to arrange this.

In all instances, it would be really useful if you gave us your name, date of birth and your reference number (which can be found on your original consumer agreement).

How long does it take to update a Will?

After we have taken your initial instructions for your Will or received your update, you can expect to receive your new Will within one calendar month.

Storing my Will with Trust Inheritance

If you are storing your Will with us it is currently locked away in our secure document storage facility, protected from fire, theft and damage.

When the time comes, your Will can be quickly retrieved and delivered directly and securely to the people you have expressly chosen, ensuring it is always in safe hands.

If you would like to store your Will with us please email customercare@trustinheritance.com or call 01934 422 991.

How do I sign my Will?

You’ve taken the first step of having your Will drafted by us but it is now of vital importance that your Will is executed (signed, dated and witnessed) correctly. Here are some do’s and don’ts to help you. Our customer care team are also on hand via live chat or 01934 422 991 to guide you through what to do.

Please read and follow the simple checklist below when signing and witnessing your Will:
1) Do have TWO independent witnesses present at all times when signing your Will
2) Witnesses do not need to read the Will or know its contents, although they should be told what it is. They are simply witnessing your signature and acknowledging that you have signed the Will freely, and on the basis that the contents of the Will have been understood and approved by you
3) Witnesses must be over 18 year old (do not let a minor witness your Will)
4) Do firstly, sign your name at the bottom of each page except the final page (your witnesses aren’t required to do so)
5) Do where indicated write the date clearly in full, including the year. e.g. 12th day of January 2014 on the final page
6) Do sign with your usual signature alongside where it says ‘Signature of Testator’ on the final page
7) Do get your witnesses to sign and print their names, write their address and occupation on the final page
8) Do make sure all signatures are witnessed by all those present
9) Do make sure that if you correct your Will in any way, it must be initialled by you and by both your witnesses in the margin alongside

All Wills have to be signed and witnessed correctly to make them effective. Failure to do so will make your Will invalid.
10) Do not ask a beneficiary, nor the spouse/registered civil partner of a beneficiary to witness the Will, as any benefit or interest to which they are entitled within the Will, will be lost
11) Do not use correction fluid or Tipp-Ex on your Will if you make a mistake
12) Do not fasten anything to your Will e.g. staples, paperclips

How do I revoke my Will?

Revoking a Will means that you do not want your current Will to stand so in effect you are ‘cancelling’ it.  There may be several reasons for this – you have updated your wishes, you have married or you simply do not want your current Will to take effect. You can also revoke your Will by destroying it.

How do I retrieve a Will?

My Will

For your protection and to ensure a Will isn’t released to the wrong person, we do ask that you write in to request your Will with signatures for each person wishing to retrieve their Will on the letter.

Or alternatively, we will accept a scanned letter with signatures attached to an email. Send this to customercare@trustinheritance.com or why not download our Online Will Retrieval Authorisation Form– sign, scan and email it to us.

Not my Will

If you need the Will of loved one who has died, please give our Bereavement Team a call on 0800 840 1665

How do I contest a Will?

The law makes provision for disappointed beneficiaries to challenge a Will in two scenarios where these circumstances most commonly arise:

    1. If you were given assurances by the testator during their lifetime about inheriting land or property only to have those promises not honoured in the Will; In this case, you could use a legal challenge called Proprietary Estoppel.
    2. If you wish to argue that not enough was set aside for you in the Will given your financial dependency and nature of your relationship with the deceased, you would use the Inheritance (Provision for Family and Dependants) Act 1975 – sometimes simply referred to as the Inheritance Act.

If you believe you have strong grounds for challenging or contesting a Will, contact us on 01934 422 991 for further information.

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