Making a Will 2

Making a Will

You can trust us to draft your will clearly and thoroughly, ensuring all of your wishes are clearly set out. Our experts know what goes into creating an all-encompassing will and will explain what you can do, or may want to consider. We’ll discuss areas that you may not have thought about and help you put your intentions into words.

Creating a will is absolutely essential if you want to ensure that your estate is passed on exactly as you wish when you’re no longer around. At Anderson Strathern, we can work with you to draft your will clearly and thoroughly, ensuring all of your wishes are clearly set out.

Our wills solicitors in Scotland know exactly what goes into creating an all-encompassing will and will explain what you can do or may want to consider. By working with our experts, you’ll have the opportunity to discuss areas that you may not have thought about and help you put your intentions into words.

In this day and age, it’s becoming increasingly important to draft a will that is specific to your situation because the way our society functions has changed significantly since the current rules were written.

The last major reform of the law of succession in Scotland took place in 1964. Society has changed a great deal since then, and there are now many more forms of family than ever before.

It’s now common to find that people we’d consider ‘family’ don’t formally have an entitlement to the estates of their loved ones unless there is a valid will in place. A key factor in this is that, in recent years, there has been a rise in the number of family units where the parents have chosen not to marry or where they’ve been married before and bring their children to the new relationships.

Another consideration is that the age to inherit in Scotland is 16, meaning that relatively young people could become entitled to large sums of money at a young age. It may be that you want to set up a trust in your will so that children do not get funds until they reach a certain age. A well written will trust can also allow for advances should needs arise or circumstances change.

There are certain formalities involved when preparing a will. Documents need to be signed correctly. Forms of wording may mean one thing to you but something entirely different to someone else. Our will writing services can prevent these sorts of issues from occurring.

It is important too to know that a will may not encompass everything. A pension pot, for example, usually needs a nomination separate from the will. We can advise on what you should check to ensure that you’ve planned what will happen to all of your assets.

Wills, executries, and all of the related issues that arise from them are a significant part of what our experts do, with our aim being to guide our clients as smoothly as possible through what can be difficult times.

Speak to our wills solicitors today

To discuss the process of making or amending a will with a member of our expert team, please get in touch today.

Contact us on 0131 270 7700, visit our offices in Edinburgh, Glasgow, East Lothian or Shetland, or fill in our enquiry form at the bottom of the page to request a call back.

Our expertise with making wills

Making a new will from scratch

If you don’t already have a will, our expert team can work alongside you to clearly lay out your intentions for your estate and how you would like to cater for your loved ones when you are no longer around.

When making a will, it’s important that various steps are taken to ensure that it will be deemed valid when it’s signed, minimising the potential for any disputes among your loved ones over its terms.

For instance, this includes having an independent adult witnesse to the will and for every page of the will to be correctly signed.

Our will solicitors in Scotland can work to make sure that every detail is taken care of, so you can rest assured that your estate will be distributed exactly as you wish.

It is important to note that there are several differences to the process of making a will in Scotland than in England and Wales (such as the age you can create a will), which is where our team’s expertise can be invaluable.

Amending an existing will

If you already have an existing will, it’s a good idea to regularly review it so that you can be certain that it accurately reflects your circumstances, as well as your family’s. It’s also important to take a closer look at your will if you have gone through a major life event, such as getting married, getting divorced, having children, or buying a home.

We can take a closer look at an existing will you have signed and suggest how it can be amended to better reflect your situation and how you would like your estate and assets to be passed down.

Amendments to existing wills may be done by making a codicil. There are no limits to the amount of codicils you can make for a will, but they are usually only suitable for straightforward changes.

Storing a will

If you are concerned about storing your will, our wills solicitors can store it for you free of charge, ensuring that it’s readily available for your executors when the time comes. This avoids the risk for your will to be inaccessible when you pass away, which in the worst case scenario could lead to your wishes not being carried out.

Tax planning

One of the key benefits of carefully planning out the terms of a will is that you will be able to understand how to take the best advantage of tax rules, such as inheritance tax. Understanding how these particular rules work and the steps you can take to minimise your estate’s tax liability will allow you to put aside more money for your beneficiaries.

Our wills solicitors are very experienced when it comes to tax planning in wills and can assess your situation to make your estate as tax-efficient as possible.

Trusts

It may be the case that you want to leave some of your money in a trust instead of it being distributed outright to your loved ones immediately after you die. This is often the preferred approach when passing assets onto children or vulnerable dependants, such as those with learning difficulties.

We can advise you on putting provisions in your will and, where required, can act as professional trustees. This is especially important as the age to inherit in Scotland is 16.

Power of attorney

When making your will, it is usually a sensible decision to also consider making a power of attorney. This is a legal document that gives another person the authority to deal with aspects of your affairs should you lose the capacity to do so yourself, such as if you fall ill or suffer a brain injury.

We can help you with creating a power of attorney and can also act as professional attorneys where necessary.

Why choose our will writing solicitors?

Our wills solicitors have a wealth of combined experience and expertise when it comes to wills and succession matters, supporting clients from all walks of life.

Our expert team have various professional memberships, demonstrating their expertise, including the Society of Trust and Estate Practitioners (STEP), STEP Advanced Certificate in Family Business Advising. We also have substantial expertise in tax matters, with members of our team being Chartered Tax Advisers, Law Society of Scotland accredited specialists in tax law and members of the Law Society of Scotland’s tax committee.

Our expertise with wills also extends to advising executors of wills, power of attorney, succession planning and will disputes. To find out more about our wider wills services, please click here.

Speak to our will writing solicitors today

To discuss the process of making or amending a will with a member of our expert team, please get in touch today.

Contact us on 0131 270 7700, visit our offices in Edinburgh, Glasgow, East Lothian or Shetland, or fill in our enquiry form at the bottom of the page to request a call back.

We're here to help

If you’d like to hear more about how to create or update your will, or if you have any other questions, please contact us.

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"We have been a client of the team for over 6 years, a considerable period of time. We have never queried their costs, made a complaint or had any issue worth noting. This speaks volumes for the service received, the quality of the people, but more importantly the trust built."

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