Wills and probate.
Wills and probate.
Wills and probate.
Will writing service
Nobody likes to think about the difficult times. But at Bulley Davey WM, we consider the bad times, so you don’t have to – and we’ll work to make sure if they arise, you and your family are least affected.
When it comes to writing a will, it all starts with a chat. We pride ourselves on flexibility and personal attention – and we can be as involved as you’d like us to be.
Bulley Davey Wealth Management provides a personal, straightforward will writing service that will give you peace of mind that your affairs will be handled legally and fairly following your death.
The benefits of a will include:
- Letting you determine who will inherit everything you own.
- Inheritance Tax (IHT) planning can be considered.
- You can name Guardians to look after your children.
- You can appoint people you trust to act as your Executors.
- You can state what will happen at your funeral.
Applying for Probate
Applying for probate offers a chance at closure in the loss of a loved one – paying final bills, executing the will – but it can be a complex process.
With our experience and expertise, we can make the process simpler, allowing you to be as involved as you wish to be. At each step, we will act in your interests, providing guidance and advising with empathy on the best actions to take for you and your family.
The probate process involves:
- Finding the Will and codicils, if applicable
- Valuing the Estate
- Calculating the Inheritance Tax and preparing the necessary forms
- Applying for the grant of representation
- Administering the estate
- Preparing the estate accounts
- Distributing the assets to the beneficiaries of the estate.
Caroline was very helpful in assisting both my partner and I with setting-up Mirror Wills. Knowing little of the process she sat down with us and explained each section thoroughly and prepared a draft copy. Caroline followed up promptly with the formal drafts and subsequent final wills. We are now safe in the knowledge that should the worst happen, our wishes will be followed.
Antony & Katy, Peterborough
We can help:
- Calculate how much you need to save for an adequate pension ‘pot’
- Decide the most appropriate and tax-advantaged pension scheme
- Make proper provision for your family
- Find appropriate strategies for exiting your business
- Minimise exposure to inheritance tax
Caroline was very helpful in assisting both my partner and I with setting-up Mirror Wills. Knowing little of the process she sat down with us and explained each section thoroughly and prepared a draft copy. Caroline followed up promptly with the formal drafts and subsequent final wills. We are now safe in the knowledge that should the worst happen, our wishes will be followed.
Antony & Katy, Peterborough