West Kirby Personal Estate Planning
We all want to be sure our loved ones receive the assets we want them to after our death. But how can you be sure that will happen? Of course you need a valid and up-to-date will, but that’s not always enough to protect your estate. Could your family cope if they were unable to access your money or assets when they needed them the most?
By creating an estate plan can you be sure that all your assets will be protected from risk. Your estate plan also ensures that if you lose capacity then the right people are in place to take care of your personal affairs. Download our FREE Estate Planning Services Overview guide today.
West Kirby Estate Planning
Our West Kirby estate planning and West Kirby IFA team talk you through what an effective estate plan includes.Valid Will
- A well-drafted will is the first puzzle piece to put in place. It can make sure that your assets are passed to the people you want after your death.
- By setting up these legal documents, you are naming someone who you trust to take care of your legal affairs on your behalf. They would be invoked if, for example, you were away from the UK, or you became incapacitated and could not manage your own affairs.
After your death, your estate enters a legal process known as probate. This can take nine months to complete. None of your assets can be sold until the grant of probate is received. Any asset held in trust circumvents this process.
Personal Estate Planning
Effective West Kirby estate planning advice gives you the peace of mind that arrangements are in place if the worst happens. Call our West Kirby estate planning specialists today on 0151 601 5922, for your one-hour FREE West Kirby financial planning and West Kirby retirement planning review.