Wills
Ensure your future is in your hands by making a Will that reflects your wishes.
Will Writing Services
Planning for the future is one of the most important decisions you’ll ever make. At Carla Jordan Estate Planning, we specialise in providing professional, tailored Will writing services for individuals and families. Whether it's drafting your first Will or updating an existing one, our personalised approach ensures your wishes are protected, giving you and your loved ones complete peace of mind.
Why Make a Will
Many people delay making a Will because it’s difficult to think about what happens after we’re gone. But life changes such as a new baby, a serious illness, a relationship change, or buying a home are reminders of how important it is to plan ahead.
Creating a Will gives you control and clarity. It ensures your assets are passed on in line with your wishes and helps reduce stress and uncertainty for your loved ones. A professionally written Will gives you control, clarity, and peace of mind.
With a Will, you can:
- Clearly express who should receive your assets, savings, and belongings.
- Appoint guardians for your children in the event of your passing.
- Protect unmarried partners or stepchildren who might otherwise be excluded.
- Safeguard sentimental or valuable items for named individuals.
- Specify funeral wishes.
- Reduce inheritance tax where possible through proper planning.
- Provide for vulnerable or disabled loved ones without affecting their benefits.
- Make charitable donations as part of your legacy.
What Happens If You Don’t Have a Will?
Without a Will, your estate is distributed under the laws of intestacy, which may not reflect your wishes. This can result in:
- Partners receiving nothing if you’re not married or in a civil partnership.
- Children potentially not being cared for by the people you would have chosen.
- Family disputes, stress, and delays in distributing your estate.
- Higher tax liabilities and missed planning opportunities.
- Loved ones being unintentionally excluded.
Things To Consider
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Executors
Name the people you want to take charge and administer your estate.
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Trustees
Name who should be responsible to look after money that is due for your children when they are older.
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Guardians
Record who would be responsible for looking after your children should the worst happen.
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Beneficiaries
Identify who will benefit and receive your possessions, money and property.
Our Will Writing Services Are Designed To:
- Help you clearly express your wishes and priorities
- Protect your assets, ensuring they are distributed according to your intentions
- Provide friendly guidance and support throughout the process, talking through the different options that you might want to include in your Will.
- Ensure your Will meets all legal requirements and is valid and enforceable
3 Easy Steps
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Will Builder
During this introductory appointment via telephone, a practitioner will call you to gather the decisions required to draft your Will(s).
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Will Confirmation
A meeting with your assigned advisor who will present your draft Will and perform a comprehensive estate planning review.
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Will Conclusion
Depending on your set of circumstances and the complexity of your Will and other arrangements, your advisor may need to meet with you again to conduct a final layer of checking and approval.