How to make your Will
Once you decide to make your Will, we strongly recommend using a solicitor. Professional advice is less expensive than you might think, and having a valid and accurate Will can give you real peace of mind.
Before you visit your solicitor, there are a few key points you should consider:
- It is helpful to work out how much you have to leave, taking into account any property, mortgages, savings, possessions or even money you are owed. You may like to fill in our estate checklist (PDF) and take it along with you.
- Who will be your Executors (or Executors Nominate in Scotland)? An Executor is charged with carrying out the instructions in your Will. Ideally, you would appoint two. They must be people you can trust, such as family friends or professional advisers.
- Who do you want to leave money or gifts to? You may like to list the beneficiaries and gifts you have in mind on the list of executors and beneficiaries (PDF). You may wish to leave a gift to charities you care about, as well as to friends and family of course. You can bequeath personal items as well as money or assets.
- If you wish to leave money to charity, consider which type of gift you would prefer to leave.
We have provided some suggested wording for suitable clauses (PDF) for the type of gift you decide to include in your Will. You can then take this wording to your solicitor or will-writer for inclusion in your Will. If you have specific questions please contact us, we will be happy to answer your questions.
Please note that making changes directly onto your Will can invalidate the whole document. We strongly recommend, therefore, that you consult your solicitor. The wording of gifts may differ in Scotland - your solicitor will be able to advise you on the correct terms. For information on Scots Law please also refer to our frequently asked questions.
Letter of Wishes
Many of us find it difficult to think about our own funeral. It may seem morbid at first but it can enable you to have a special farewell that is personal and appropriate. It can also relieve family members of a difficult emotional burden. Most importantly, knowing your wishes and carrying them out can bring great comfort and peace of mind to family members and friends.
A Letter of Wishes is quite separate from making a Will.