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We are also pleased to talk to local charities who may

want to encourage legacy giving.

RING 01539 728020 or email us at: enquiries@kendalwills.co.uk


    
Paul Rodman
  Paul Rodman
Our Wills start from just £175.00 for a single Will and £275.00 for a couple making mirror Wills.
This includes two meetings.
Email Paul
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  Make sure your assets go to right people at the right time!


Paul worked as a financial adviser for nearly twenty years, and found that a lot of his clients didn’t have Wills. Initially, he just wrote Wills exclusively for his clients, but later made the decision to focus his business around Wills rather than financial advice. Paul has all the qualifications needed to practice is a financial adviser and some useful additional ones such as Advanced Financial Planning Certificate Taxation and Trusts.

                                                  

What can go wrong when making a Will ?

In practise we normally recommend people to seek professional advice when making a Will as there are so many things that can go wrong. In the column on the right I have highlighted some of the more common ones we see!

Here are some possible situations !



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    Your Will can help you plan for the future and think where you would like your assets to go    
This picture was taken at Underbarrow near Kendal, Cumbria    
Cottage at Underbarrow near Kendal Cumbria
Carriage for funerals

 Your funeral wishes are an important part of planning your affairs

Wills are drafted but just put in a drawer unsigned

Person signs the wrong will, eg. Husband signs the wife’s Will

Client’s name incorrectly spelt on the Will

Client’s date of birth incorrect

Family members used as witnesses (Well the surname is different!)

Signing of Will by witnesses done at different times and not in each other’s presence.

The Will is never read by the client before signing and contains obvious mistakes.

 Elderly client who has already lost mental capacity makes and signs a Will.

 Family members puts a parent or relative under pressure to write a Will with them as a beneficiary.

No date on the document so not clear when it was made.