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Rebecca Willmott

Rebecca Willmott

Wills & Probate Legal Executive

The Process of Making a Will

We spend our lives working to provide for ourselves and the people we love. To ensure that the assets that you have worked so hard for, pass to the people that you love, it is important to make a Will so that your wishes are carried out.

Here at Harold G Walker, our friendly staff like to make the process as straightforward as possible for you. We start off with an interview in the office or in the comfort of your own home, if preferred. At this meeting, we make you aware of all of the different options available to you and what can be included in your Will, such as guardians for your children, specific gifts and funeral wishes. We can also give advice on Inheritance Tax if necessary. We then take your instructions if you are happy to proceed and answer any further questions that you may have.

Next, we prepare the Will for you in draft format and send it to you to make sure you are happy with the content. We do this to ensure that the Will is correct before you sign the original and to also give you the opportunity to add in additional beneficiaries whom you may not have considered before or make any amendments.

Once you are satisfied with the content of your Will, we then arrange to meet with you again in order for you to sign the original. Once signed, you can then choose whether you wish for your original Will to be stored within our strong room which is free of charge or alternatively, if you wish, you can keep the original at home. We aim to have your Will completed within two weeks of taking your instructions.

We have staff in each of four offices who would be pleased to assist you with making a Will. If you would like to make an appointment or would just like to have an initial chat over the telephone, then please call and we will be happy to assist you.

For further information please contact our Wills & Probate team.

Broadstone
01202 692448

Christchurch
01202 482202

Verwood
01202 823308

Wimborne
01202 881454

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