About us
  Kendal Wills page 2

Paul Rodman has been writing Wills since 2003 when he joined the Institute of Professional Will writers as a full member.

The Institute insist strict on minimum requirements from members, such as having sufficient professional indemnity insurance in place, and maintaining continuous professional development, in addition to taking and passing the institute examinations on joining.

The Institute has a code of practice which been approved by the Office of Fair Trading. More details are available at;
www.ipw.org.uk/



Types of Wills

Kendal Wills page 2

      Many clients talk about “simple Wills” but in practice most Wills are more complicated. However, I have attempted below to give some popular examples we are regularly involved with.

 
Mirror Wills

Typically, ideal for younger families, where everything goes to each other on the first death, and then to the children, on the second death. Where children are involved, it is important to appoint guardians who could be called on to look after the children in event of both parents dying prematurely.


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L    Lifetime Property Trusts
Lasting Power of Attorney
Probate and estate administration 

 



We do not charge VAT on our services. We can also assist in the planning of funerals if required such as choosing hymns, music and readings and the writing of eulogy's.
                     Laurel and Hardy image                             
 Dying without an up to date Will is no laughing matter !
Grave yard in the snow
Giving careful thought to your Will can safe problems for your future generations

Property Trust with right to occupy for partner
If one partner owns a property, they may want to create a property trust. This will enable their partner to live in the house after their death, and have a “Right to occupy the property” but the partner will not actually own it.     

When the partner has finished with the house or dies, the ownership reverts back to the beneficiaries appointed in the original Will, often the children of the partner who owned the house. This type of arrangement is increasingly common with divorce and separation.

"The Will can even allow for a property to be sold and a replacement house be purchased". 


Some links you might find useful when thinking about your funeral

 Natural Death Centre-an independent charity to help you plan your funeral

http://www.naturaldeath.org.uk/


Dalton Woodland Burial Ground-A local natural woodland burial site 01524 782442

http://www.daltonwoodlandburial.co.uk/


Carlisle Cemetery which includes a woodland burial site 01228 817200

http://www.carlisle.gov.uk/website_help/site_map.aspx


Lifetime Property Trusts

Property can be held in a trust, which is created either during somebody’s life time or on their death. Should you wish to give a property to a trust during your lifetime we can assist. There are many reasons for doing this. Giving a property to your children outright may not be your best option. By putting a property in a trust, it can be better protected in cases of divorce of children and bankruptcy, so it can go to the right people at the right time. With a valuable property, it may be important that it goes to a child or children free of inheritance tax. Otherwise, the property may have to be sold after death, simply to pay the tax bill.

Asset Protection

Having gifted a property into trust, this can make probate and estate administration work much simpler as the estate is likely to be considerably reduced. There can also be benefits in terms of asset protection should you require long term care.

Kendal Wills have experienced solicitors and barristers we can call on to assist with this type of work.

Once you decide to take this action, we normally suggest moving ahead as soon as possible. Why not contact us now for further help and advice?




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Lasting Power of Attorney


There comes a time in life, when you may want others to be able to make decisions you would previously have made yourself. There are two types of Lifetime or Lasting Power of Attorney, one relates to your property and affairs, and the other your personal welfare. This second one gives directions as to how you would like to be treated in hospital if you were unable to advise. The first one allows another person, (or persons) your attorney, to act on your behalf in dealing with organisations like banks or building societies, and making transactions you would have previously made. Typically, most people will appoint their spouse firstly as an attorney, then children. Nowadays, the whole procedure has to be stamped and approved by the office of the Public Guardian. To set up a Lifetime Power of Attorney, you should be of sound mind, and not have lost mental capacity already. Kendal Wills offer a fixed price service when setting up these important documents.

Find out more about Lasting Powers of attorney at:
http://www.justice.gov.uk/global/forms/opg/index.htm


Probate and Estate Administration


If you are in the unfortunate position of having a death in the family, one of the last things on your mind will be registering probate or letters of administration, and the paperwork which goes with the winding up of the estate. Finally, once any property is disposed of, and all accounts are closed down and bills paid, the estate can be distributed according to the Will if there is one or intestacy if the person died without a Will. Kendal Wills can assist with this work. As with other aspects of law and legal work we have specialist firms who can be brought in to assist should the need arise.

Kendal Wills do not appoint our firm as executor in the Wills we write, and this means the family and executors are free to shop around before engaging an estate administrator. A total estimate and hourly rate will be advised on request.