It’s likely that there is no straightforward answer to this question. If there have been major life events during that 10 year period, like the birth of a child or grandchild, the purchase of a house, a significant increase in the value of your assets or if you’ve received an inheritance, we would certainly suggest looking at your Will and we can offer a free review.

We won’t suggest a new Will if it’s not needed but you need to understand the implications of having an out of date Will. We advise reviewing your Will every 2 to 3 years.

Referrals are extremely important to our business. Over 80% of our business comes from the kind words of our clients. A referral, like a google review, lets us know that we are doing a good job and that we have met and exceeded the needs of our clients.

If you would like to refer your friends and family then please leave a google review, and then share this on your social media. Alternatively, please leave us a Facebook review.

We really appreciate your custom.

Here are some of the terms you might be unsure of:

Testator – The person making the Will

Executor – The person, people or professionals appointed in the Will to administer the estate when the testator dies.

Trustee – The person, people or professionals appointed in the Will or trust deed to manage any trusts arising from the Will or set up in lifetime.

Chattels – This is typically personal (moveable) possessions like furniture, jewellery, or personal items.

Codicil – This is an amendment to a Will (often only minor).

Intestacy – The term given when someone passes away without a Will.

Probate – Being granted probate is being given the right, by the court, to wind up the estate of the testator.

We send confirmation of any appointment and ask you to think about what your wishes are for your estate and we’ll ask you to have I.D ready.

Most of our discussion will take place during the appointment. Firstly, we will ask questions to understand your wishes and motivations and together we can put a plan in place to protect, preserve and pass on your wealth.

At any point you are able to change your Will. It can either be done via a codicil or by writing a new Will. Simply contact us for assistance.