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Wills & Estate Planning

5 articles

The Trustee’s Compass: Drafting a Letter of Wishes That Endures

The Trustee’s Compass: Drafting a Letter of Wishes That Endures

A trust deed gives trustees power; a letter of wishes gives them context. This note explains how families can set out their hopes for education, housing and business interests without turning guidance into a binding instruction—and when the document should be refreshed.

Before You Sit Down: Making Your First Solicitor Meeting Count

Before You Sit Down: Making Your First Solicitor Meeting Count

A first consultation with a solicitor need not be a leap into the unknown. With the right papers, a rough timeline and a few direct questions about fees and next steps, the meeting becomes a focused conversation that saves time, cost and uncertainty later.

The Estate That Lives Online: Planning for Digital Assets, Pensions and Property

The Estate That Lives Online: Planning for Digital Assets, Pensions and Property

A will remains the foundation of estate planning, but it no longer tells the whole story. Digital accounts, cloud storage, cryptocurrency and pension nominations sit alongside property and savings—and each needs clear instructions. This guide offers a practical checklist and conversation guide for UK families.