Business Details
Your Trusted Partner for Will Writing & Estate Planning Solutions
Wetherby Wills is a local business specialising in writing Wills, arranging Lasting Power of Attorneys, and funeral planning in Wetherby and Yorkshire. As an advisor for The Secure Will Company, we bring over 40 years of combined experience in financial services to provide tailored estate planning solutions. Regulated by the Society of Will Writers, we prioritise bespoke services that address individual family needs, offering free home consultations at convenient times.Our commitment to secure document storage ensures clients' Wills and legal documents remain protected and up-to-date. Testimonials highlight our professionalism, patience, and ability to simplify complex legal processes, ensuring clients' assets and wishes are safeguarded for loved ones.
Services
Will Writing
Probate Services
Power of Attorney
Secure Will Storage
Funeral Planning
Inheritance Tax Planning
Trust Wills
Property Trusts
Family Trusts
Lasting Power of Attorney
Highlights and features
- We offer free home consultations at your convenience.
- Our bespoke solutions address individual family and estate needs.
- We are regulated by the Society of Will Writers for professional standards.
- Secure storage ensures Wills remain protected and up-to-date.
- Over 40 years of combined experience in financial and estate services.
Associations and certifications
- The Secure Will Company
- Society of Will Writers
What people say
Extremely professional
Guided us through
Reasonable pricing
Secure storage
Peace of mind
Services
Will Writing
Our Will writing service ensures your estate is distributed according to your wishes, avoiding intestacy rules. We provide professional drafting, home consultations, and secure storage. Clients receive legally binding documents tailored to their family and financial circumstances, with options for Trust Wills to protect assets.
Probate Services
We handle Probate applications and estate administration, guiding executors through legal processes. Services include asset valuation, court applications, and distribution of estates. Our support ensures compliance with legal requirements, minimising delays and disputes while managing tax implications for beneficiaries.
Lasting Power of Attorney
We assist in creating Lasting Power of Attorney (LPA) documents to appoint trusted representatives for financial or healthcare decisions. Our process includes selecting attorneys, completing forms, and registration with the Office of the Public Guardian, ensuring legal validity and future preparedness.
Secure Will Storage
We offer secure storage for Wills, LPAs, and title deeds with a 15 annual fee. Stored documents can be amended free of charge, ensuring up-to-date records. Storage includes fireproof, theft-proof facilities, and easy access for executors when required, providing long-term peace of mind.
Funeral Planning
Our pre-paid funeral plans fix costs at current prices, relieving families of financial burden. Plans are guaranteed by Golden Charter, covering funeral director services. Clients choose preferences in advance, ensuring their wishes are honoured while simplifying arrangements during difficult times.
People
Caroline
Advisor
Caroline provides expert Will writing and estate planning services, offering home consultations and tailored solutions. With extensive experience, she guides clients through legal processes, ensuring clarity and security for their assets and family needs.
Questions
What documents are needed to create a Will?
You'll need personal details, asset information, and executor nominations. We guide you through required specifics during consultations.
How does Probate work if there's no Will?
Without a Will, Probate involves applying for Letters of Administration, with asset distribution following intestacy laws rather than personal wishes.
Can I update my stored Will?
Yes, stored Wills can be amended free of charge within our secure system to reflect changing circumstances.
What's included in a funeral plan?
Plans cover funeral director services at current prices, with options for personal preferences like cremation or burial arrangements.
How do Trust Wills protect assets?
Trust Wills safeguard assets from care fees and ensure controlled distribution, protecting property for beneficiaries while minimising tax liabilities.
