Wills

Why make a will?

• To make sure that your assets go to the person you want
• To help your family know what arrangements you want for your funeral costs
• To make specific gifts of money or items of sentimental value e.g. a cherished toy for a grandchild, or a gift of money for a nephew or niece
• To ensure that your estate is administered by people who you know and trust
• To ensure that you direct your assets in a tax efficient way

Leaving a will creates certainty for those you leave behind. We at Gittins McDonald always ensure that your will is right for you.

You can call our offices on 01978 291 662 and ask to speak with Jess about making an appointment, or email J.Thomas@gittins-mcdonald.co.uk with details about your availability.

If you fill in the below form beforehand we can greatly streamline the process of creating your will and have a document prepared for your approval for your first visit.

Let us help you create your Will

Fill in some details below and we will make an appointment to see you and prepare your last will and testament

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Name *

First

Last

Email *

Phone Number *

Estimated Value of your Estate

Selected Value: 300000

Property

• I own my own home
• I jointly own a home
• No property

Wishes & Instructions

Beneficiaries

• One Beneficiary
• Multiple Beneficiaries
• I would like to create a Trust

Name of Beneficiary 1

First

Middle

Last

Beneficiary 1 Address

Name of Beneficiary 2

First

Middle

Last

Beneficiary 2 Address

Substitute Beneficiaries (e.g. children or survivors)

Preferred Charitable Gifts

Executors

• I have 2 Executors in mind
• I only have 1 Executor in mind
• I would like to have Gittins McDonald provide an executor

Value 2

Name of 1st Executor

First

Middle

Last

1st Executor Address (copy)

Name of 2nd Executor

First

Middle

Last

2nd Executor Address

Substitute Executor Information

Your availability for visiting our offices

GDPR Agreement *

• I consent to having this website store my submitted information so they can respond to my inquiry.

Submit

When will I need to take out probate?

• Not all deaths require probate to be taken out
• If there is property which will need to be sold then you will need probate
• Some Banks and Building Societies will release small sums without probate, larger balances may require probate
• If there is no will – you may need advice on who can and how to apply for probate
• You may wish to contest the will or make a claim against the estate
• You may need to complete Tax Forms – we can help with that

Learn more about the probate process and how we can help you navigate it here.