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Legacy Wills and Probate profile image
L

Legacy Wills and Probate

LANCASHIRE

‘19 Certificate of Excellence

We are a specialist Probate, Will Writing and Estate Planning company offering a nationwide service. We also offer accounting services from Book Keepaing, Management Accouts to Taxation. Our document production center is based in the North West of England where our senior partner and founder lives with his family. We provide a fixed fee for all our services and all fees are agreed with our clients in writing before we commence any work. We work very hard to provide you with a good service based on knowledge, integrity and value for money. Nearly 5 years ago during our biggest expansion we need to increase our sales force without compromising on the integrate of the practice which all our staff take very seriously. At that time we began a program of recruiting retired police officers, which has proven to be very successful and now the backbone of our company ethos and compliance. So if you happen to appoint us you could very well be seen by a former police constable or even a chief inspector but rest assured integrity is at the cornerstone of all our decisions.

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Hear from
a professional

What do you love most about your job?

I get to meet so many different types of people and listen to their story and offer advice that really puts them in a better place. The company deals with very wealth families and those of more modest means but all have issues and worries that affect them. Sure the problems are different but all equally important to the client in question.

What inspired you to start your own business?

True story. I worked for for a very large accountancy firm, probably the largest in the world and looked after very wealthy clients. I was dealing with a high profile family client that had a specific set of issues which we resolved but it took a few weeks and cost the client a lot in fees. A couple of weeks later I was working from home for the day and our cleaning lady was in and over coffee she told me about some problems that her mother in law was having. It turned out that the problem was fundamentally the same as my work client from a few weeks ago all be it the numbers were different. Long story short was that I recognized that we all have similar problems and there was a really need for quality advice at affordable pricing. I formed Legacy about 3 months later.

Why should our clients choose you?

Our strap line for a while was "is it time for a quiet conversation" and that sums up I think who we are. People, me included, don't want to shout about their Will or the need for a Lasting Power of Attorney and don't get me started on Pre Paid Funeral plans but all of these services have a time and place to be discussed. What we offer is a quiet conversation usually in the comfort of your home where all the above and loads more is discussed. Yes everything has a price tag but everything is laid out for you in writing. after we have taken your instruction( probably by a former police officer) they are passed to our compliance team for validation, then into production and finally back to our consultant who deliver to you the client for signatures. We have never had a complaint and if we ever do we have a 100 % money back guarantee (when we get our documents back...we're not stupid).

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Wills and Estate Planning FAQs

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Having to allocate your estate can be a very sensitive task and often complicated task. This can be made harder the more intricate you wish your will to be. When writing a will, whether it’s straightforward or more complex, it’s a good idea to get some professional help and advice. Many people choose to go for a solicitor when it comes to their will writing needs, but an accredited Will Writer can be just as effective, at a fraction of the price.

If you opt for a face-to-face meeting, your will writer will schedule an appointment in your home. During this appointment, your Will Writer will have a conversation about your specific circumstances.

With telephone-based services, you will be assisted with enquiries much in the same way as a face-to-face appointment.

During both of these conversations, your Will Writer will ask you to confirm some details:

  • What type of assets you own – this includes any possessions, property and savings

  • Your executors – members in your family that are tasked with handling property, paying debts/taxes a liaising with beneficiaries

  • Your beneficiaries – what family members receive what/how and in what amounts. This includes what charities are awarded compensation. Your will writer will give you suggestions on all of these factors and how to organise them prior to drafting.

With an online service, your Will Writer will respond to a set of online questions about your will. After completing these questions, you will receive a draft by either email or post, which you will then be required to sign in the presence of a witness.

So what should you think about when looking for a will writer? Bark makes it easy to compare professionals and get quotes immediately. Here are some points you may wish to review before selecting an estate planning professional:

  • Take a look at past reviews or testimonials from previous clients

  • Check whether the Will Writer specialises in your specific circumstances (i.e. overseas assets)

  • Accreditation by The Law Society – proves the legitimacy of the professional

  • Possible member of The Society of Will Writers or The Institute of Professional Will Writers – proof of up-to-date training Insurance in the case that your will is challenged legally (adhering to a code of practice

These are great places to start when hiring your Will Writer.

Getting a Will Writer has some very obvious benefits. You may have assets you wish to split among a wide range of people. Or you may not know how you wish to divide your estate at all. In either of these cases, a Will Writer can help to clarify your motivations and see to it that your family is provided for correctly.

The will-writing process itself can be very intricate. If you are confused about the ways in which your estate can be organised, or you’re unaware of the best way to protect your estate for future generations, a Will Writer can be very valuable. With an accredited Will Writer, you can make sure that your estate is not only allocated correctly but that all assets left behind are safeguarded for future generations.

One very important aspect of writing your will is that it is legally binding. It is very easy to write a will in theory – but incorrect or omitted information can cause unpleasant disputes between family members. These disputes can rage on for years and years. By having your will looked over by a professional, you avoid needless confusion or altercations between your loved ones.

Making sure your will is kept up to date shouldn’t be forgotten either. A good Will Writing company will keep details on file, and also let you know when you should update your will accordingly. Looking over your will on a frequent basis is very important. Not only does this keep you up to date with regulations, but you can also make sure everything you’ve stated in your will is still current.

Yes! Bark makes it simple to find and hire a Will Writer from the comfort of your home. Just tell us what you’re looking for and we’ll connect you with the best Will Writers for the job. Most Will Writers will be able to offer their services online or remotely, all you’ll need is a phone or a strong internet connection.

Reviews

4.95/5.00

based on 127 reviews

The average rating for Bark Will Writers in Bolton is 4.95, based on 127 reviews.

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