Will Writing from £295
Where there’s a Will, there’s a way to protect your family’s future.
Making a Will protects your family & your assets. Without one, the law decides how your estate is shared and who could potentially raise your children. This can put your family and assets at risk and lead to painful disputes. Making a Will gives you the peace of mind you need to enjoy life.
It’s important to use a professional Will writer to ensure your document holds up in court across all scenarios. We’re a friendly team, and we’re proud to have been protecting our local community for many years. We’re members of the ‘CTT Group’s Professional Advisor community Institute of Professional Will writers’, so you can be confident our service is of the highest quality.
LASTING POWER OF ATTORNEY
Always looked after by the people who love you.
There may come a day when you are unable to care for yourself or make important decisions. Making a Lasting Power of Attorney allows people who you know and trust to manage your healthcare, welfare, property & finances.
Without one, this power will fall to the state, and your family may have to endure lengthy and costly court proceedings to wrestle it back. And even then they may not be successful. Make a Lasting Power of Attorney while you’re still fit to do so. It will give you peace of mind you’ll always be looked after by the people who love you. Click below to learn more.
PROBATE
Settle your loved one’s estate quickly & smoothly.
Probate is the process of distributing a deceased person’s estate as detailed in their Will, and paying any outstanding taxes and debts. If you are executor of the Will you are responsible for organising probate – but you don’t have to do it alone. Not only is it a long and time-consuming process, but if mistakes are made you could be held legally or financially responsible.
Probate can take around 12 months to complete and we’ll guide you through the process step by step to ensure your probate journey is as smooth and stress-free as possible. From applying for a Grant of Probate to transferring assets, we’ll handle all the heavy lifting for you and ensure your loved one’s estate is settled swiftly and accurately. To see more about how we’ll help you with probate please click below.
ESTATE PLANNING
Gives you the peace of mind you need enjoy life.
Estate Planning is where we bring all our expertise together. Rather than focusing on a single service, we look at the bigger picture to get you fully prepared and protected. This can involve organising your estate, making provisions for your future needs, writing or updating your Will, or appointing Lasting Power of Attorneys.
Many people prefer to get everything in place at the same time. Aside from being more cost-effective, it allows you to get on and enjoy life safe in the knowledge that you, your family, and your assets are fully protected. To find out more about Estate Planning, click below.
ABOUT US
Heartbeat Financial Services is a local, family run business and part of the Heartbeat Group. We’ve been providing a trusted, quality service to our local community for 20 years. We’re proud of what we do, because our job is to protect families and bring them security in times of need. And we don’t take this responsibility lightly, which is why we give each customer the attention they deserve.
We’re an honest and friendly team, and whatever service you’re after we’re here ready to help you. Call us today or pop in for a chat, we’ll make sure you get a nice cup of tea!
How Our Service works
Ask
Call us for a free chat and tell us what service you’re after. We’ll happily answer all your questions and explain everything you need to know.
Meet
Either come in to one of our offices or we can come to you. We’ll have a friendly chat, maybe a cup of tea, and get all the details we need from you.
RELAX
Just sit back and relax while we get to work protecting you, your family, and your assets. Once we’re done, you’ll have the peace of mind you need to enjoy life.
Create a Will to protect your family and assets. Without one, the law decides how your estate is shared and who should be guardians to your children. The outcome is often unfair and can lead to broken homes and damaged relationships.
We’re a friendly team of expert Will writers, and we’re proud to have been protecting our local community for 20 years. We create legally-binding Wills which work for you and your family across a range of scenarios.
Let’s get your family and assets protected.
"Attention to detail is the key to creating a watertight Will. One that will stand up in court and produce the desired outcome across various scenarios. We make the process simple but we don’t cut corners. Protecting your family is our priority, so we give your Will the attention it deserves."
Why do you need a Will?
If you die without a Will, the law decides how your estate is shared according to ‘intestacy rules’. This can lead to people you love receiving less than you would have liked, or nothing at all. If you have young children, it may fall to social services to decide their future. Only you know who’ll be able to give your children the best upbringing if you’re not around, and making a Will allows you to make that crucial decision.
We’ve summarised some common scenarios below which highlight the importance of making a Will. Do any of these apply to you?
Are you married or in a civil partnership and have children?
Without a Will your estate will mostly go to your spouse. If your spouse remarries, their new partner could now own some of your estate and your children may never receive their fair share.
Do you have children from a previous marriage?
If you remarry, your entire estate could go to your new spouse. Your children from a previous marriage could end up with nothing.
Are you unmarried but bringing up children with your partner?
Without a Will, your entire estate will go to your children. Your partner may struggle to bring up the children without some inheritance. Parents have even had to sue their own children to get a fair share of their partner’s estate.
Do you own property?
A Will allows you to decide who should benefit from your property once you’re gone. You can also make provisions to protect a share of your property to potentially avoid costs for care in the future.
Do you have grandchildren?
You may want to update your Will so your grandchildren also benefit from your assets when you’re gone. Your money could one day help them to fund their education, get married, or buy their first home.
Do you want to decide who benefits from your hard-earned assets?
You’ve worked hard for everything you own, so you should decide who benefits from it once you’re gone. Don’t leave it to the state to decide, otherwise, people you love could be left out. It’s also your chance to help charities and good causes close to your heart.
COST OF WILL WRITING
We offer set fees for standard wills, with a bespoke fee for more complex situations and requirements.
All prices are suitable for either your first will, or to update an existing will.
Contact us for a free initial consultation to discuss your requirements.
WHAT TO INCLUDE IN YOUR WILL
Let’s look at some of the instructions you’ll likely want to include in your Will. We’ll explain each of these in detail during your appointment and make sure you understand the implications of your decisions.
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Who will be the legal guardians to your children?
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Who will be legally responsible for your children’s inheritance?
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Who will inherit your assets and what share will they each get? This includes property, cars, savings, investments, and family heirlooms.
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Who will be legally responsible to sort out and distribute your estate according to your Will? (your executor)
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Are there any charities you wish to donate to and how much?
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How should debts, expenses and taxes be paid?
When should you get advice?
No matter who you are, you should get advice when making your Will. But if one or more of these situations applies to you, then seeking professional advice is even more important:
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You own a property with someone who isn’t your spouse or civil partner.
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You have had more than one marriage, or you have children from another marriage.
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You have several family members who may make a claim on your Will.
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Your permanent home isn’t in the UK.
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You’re a UK resident with overseas property.
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You own a business.
Can you write your own Will?
There are ‘do it yourself’ Will writing services which simply provide a template and leave you to it. But be warned, your family may not be protected if you go down this route.
A Will is a legal document. One day, it may have to hold up in court under the scrutiny of a lawyer, and across different scenarios. It’s common for self-made Wills not to be valid because mistakes can be made, crucial information can be missed, and instructions can be worded incorrectly. Having a self-made Will can be like having no Will at all.
For a document that holds so much responsibility for your family’s future, it’s just not worth the risk. It’s also extremely time-consuming to write your own Will and you may get frustrated, which increases the chances of mistakes being made.
And by the way, we didn’t include this section just to strong-arm your custom. We genuinely believe that self-made Wills put families at risk, and the advice we’ve given you here is the same advice we give to our closest friends.
Why come to us?
There are ‘do it yourself’ Will writing services which simply provide a template and leave you to it. But be warned, your family may not be protected if you go down this route.
A Will is a legal document. One day, it may have to hold up in court under the scrutiny of a lawyer, and across different scenarios. It’s common for self-made Wills not to be valid because mistakes can be made, crucial information can be missed, and instructions can be worded incorrectly. Having a self-made Will can be like having no Will at all.
For a document that holds so much responsibility for your family’s future, it’s just not worth the risk. It’s also extremely time-consuming to write your own Will and you may get frustrated, which increases the chances of mistakes being made.
And by the way, we didn’t include this section just to strong-arm your custom. We genuinely believe that self-made Wills put families at risk, and the advice we’ve given you here is the same advice we give to our closest friends.