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Write your Will

Will Writing [ Protect what’s important ]

Online, over the phone or video
Storage & legal checking included with every will
Choose what will happen to your estate

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A legal document which allows you to express your wishes as to how your money, property and possessions should be distributed when you die. Choose a single Will if you’re single, widowed or not living with a partner. Choose a mirror Will if you’re married, in a civil partnership or living together (co-habiting).

A Will puts you in control. You choose who will benefit from your estate (your property, money, business interests and possessions) and how much they should receive.
You may wish to prevent certain people from inheriting and this can only be achieved by writing a Will.
Dying without a valid Will means that your possessions will be distributed according to the laws of intestacy, which are out of date and do not consider the modern family set up.
It’s far quicker and cheaper to deal with an estate where there is a Will than without one. Where there is no Will and as such no executors, then your next of kin will become responsible for your estate; these could well be people you would not have wanted.
You may wish to leave gifts to friends, charities or other family members who might not otherwise be entitled under the rules of intestacy; you can only do this by making a Will.
By writing a Will, you can choose how your children should be cared for and by who. Without this it could mean that your children are cared for by Social Services whilst the court decides who should look after them long term
You can also choose your most trusted people to act as your executors. They will carry out your wishes and make sure your estate is given out as you intended.

By planning ahead and writing your Will you have the peace of mind knowing that, when the time comes, you will have done all you can to make life as easy as possible for those you have left behind.

Quick and easy
Jargon free
Written by experts with years of experience with this type of thing.
Set out so you can fill in the questions at a pace to suit you.
Instantaneous. Your Wills(s) are produced immediately and added to your important documents, ensuring your trusted people can access the latest version.
Convenient. You can print and sign your Will when you want.
Value for money

There are no hidden costs when you make your My Will. Not only do you get expert help, you also get all of this;

Unlimited access to your Will and the ability to produce as many copies as required.
Help and advice on how to sign your Will correctly.
Help at the end of the phone whenever it is needed.

Online single Will £90.00 (including VAT), Online Mirror Will £180.00 (including VAT)
For telephone and video appointments, please contact us on 01934 422 991 or email customercare@trustinheritance.com

Terms and Conditions
Our Terms and Conditions are located here

Write a Living Will (Advanced Directive)

Living Will [ Don’t become voiceless ]

Make your future medical treatment wishes known
Specify particular circumstances
Legally binding and UK wide

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In simple terms a Living Will is a way in which you can let medical professionals know your wishes now, about your health care and treatment in the future, at a time when you may not be able to express them yourself. A Living Will, also known as an Advance Directive states the circumstances in which you would like treatment to stop or which treatments you would like to refuse completely (it cannot be used to request certain types of treatment). It can also contain details of how much involvement you would like your loved ones to have in these decisions or if you would like to leave them to medical professionals.

The document is legally binding and must be followed by the health care professional administering treatment as long as it is valid and applicable to the situation.

While you have capacity you can discuss your treatment directly with your doctors and jointly map out a treatment plan. However, if you were to be taken to hospital unconscious or are unable to make decisions yourself, temporarily or permanently, due to certain conditions like Alzheimer’s or dementia; your doctors, after discussions with your loved ones, would make treatment decisions for you.

Although medical professionals have a legal and ethical obligation to act in your best interests, they don’t know all of your beliefs, or if you have strong views about particular situations. You may not have had a chance to discuss these with your loved ones either. By drawing up a Living Will, you’re providing reassurance about your wishes and removing some of the burden from your family or friends, who will be making decisions on your behalf at a time which could be extremely emotional for them.

You may have made or heard of a Lasting Power of Attorney (LPA). A registered Health and Welfare LPA helps your loved ones with decisions on the type of healthcare you may need, day to day issues or if residential care is needed for example. There is an option within a Health and Welfare LPA which gives your attorneys the power to refuse/consent to life sustaining treatment. However, it does not allow you to give guidance, conditions or help them make these decisions based on what you would want and in what scenario.

A Living Will and Advance Statement, combined with a Health and Welfare LPA, makes sure all of your health decisions are thought about now, ready for the future.

Why use this tool?

Is quick and easy
Is not just a form to fill in; it guides you in a logical and manageable way without jargon.
Allows you to access your Living Will when you want, add new information whenever you need and update it as and when.
Produces your Living Will instantly; a copy of the document is automatically added to your Filing Cabinet, ensuring your trusted people can access the latest version.
Gives you the ability to print and sign your Living Will at your convenience, with detailed instructions on how to do so.

Don’t forget to store your signed Living Will with your Health and Welfare Lasting Power of Attorney. You can also include what is known as an Advance Statement which sets out general preferences that you would like to be considered by medical or care staff, and may include statements about your religious or spiritual beliefs, how you would like to be supported, food preferences and your daily routines. Ask us for more details on making an Advance Statement.

Write your Living Will for £60.00 and don’t forget to ask for help at any time by clicking the ‘Need Help’ button.

Write an LPA

LPA [ Who speaks for you ]

Online, over the phone or video
Health & Welfare or Property & Financial
Lifetime storage and legal checking service

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A legal document, which allows you to appoint your most trusted people, attorneys, to make decisions on your behalf. These may be decisions about your financial affairs (as set out in a Property and Financial Affairs LPA), and your health needs (set out in a Health and Welfare LPA).

If you don’t have a LPA in place and you lose the ability to manage your affairs, for example through accident or illness, then your family would need to apply to the Court of Protection for a Deputyship Order. This is very costly, time-consuming and emotionally difficult; and comes at a time when your loved one may be struggling to cope.

LPAs can also be used for temporary financial decisions, where someone may be absent abroad for long periods or where a person may have disabilities which makes getting to the bank or paying bills difficult.

What is the difference between Property and Financial Affairs and a Health and Welfare LPA?
Property and Financial Affairs LPA
Choose one or more people to make decisions about matters relating to:

Paying household bills or transferring money in and out of bank accounts.
Collecting benefits or salaries owed to you.
Selling or transferring your home.
Managing the upkeep of your property.

This type of LPA can be used for short periods of time or on a more permanent basis.

Health and Welfare LPA

Choose one or more people, to make decisions about matters relating to:

Your daily routine (e.g. eating, taking medication).
Your medical care.
Moving into a care home.
Decisions about life-sustaining treatment.

This type of LPA can only be used when you have lost the ability to make your own decisions.

It’s not just access to forms, it’s a comprehensive tool with lots of help and guidance.
It’s quick and easy.
It’s jargon free
It’s written by experts with years of experience with this type of thing
You can fill out the questions at a pace to suit you.
Your LPAs are produced instantly and added to your important documents, ensuring your trusted people can access the latest version.
Print and sign your LPAs at your convenience, with detailed instructions on how to do so.
Value for money.

There are no hidden costs when you make your LPAs. Not only do you get expert help, you also get all of this:

Unlimited access to your LPA documents.
Help and advice on how to sign your LPA correctly
Help at the end of the phone whenever it is needed

Online £240.00 per person, per Lasting Power of Attorney.
For telephone and video appointments, please contact us on 01934 422 991 or email customercare@trustinheritance.com

Terms and Conditions
Our Terms and Conditions are located here

Free Executor Support

A Little Help [ Step by step bereavement guide ]

For families, Executors and Administrators
No legal jargon
Free to use

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A great tool to help families, executors and administrators discover what to do when someone dies. From the immediate steps to take, for example, registering the death, obtaining a death certificate, arranging a funeral, looking after dependents or securing the property; to distributing the property or possessions of the deceased. The steps are free to use, have a wealth of information and are available now; here on our website, just one click away.

If you are looking for the tools to administer an estate yourself, please take a look at the Executor Toolkit in the next section.

Free guide for what to do when someone dies. For tools to help you on how to administer the estate take a look at the Executor Toolkit.

Executor Toolkit Online

A Little More Help [ Do it yourself with support ]

Online tool that does everything a Probate solicitor would do with support from a Legal team
Ensures your legal obligations are fulfilled
£960 inc VAT

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This online Executor Toolkit allows you to apply for a Grant of Probate and fully administer an estate online.

Low cost Estate Administration service
Stay in control when administering the estate
Stay on track with automated checklists
Work at your own pace and at any time of the day
Technical support included
One-off fixed fee
Our Legal Team will help you to handle the legal tasks and stay on track

With this Service you can:

Register a death
Arrange a funeral
Secure property, arrange care for dependents and pets
Apply for the Grant of Representation (also known as the Grant of Probate, Administration or Confirmation)
Securely produce all relevant HMRC forms
Generate over 50 pre-populated letters for notifying organisations, beneficiaries and other interested parties
Generate Estate accounts in accordance with the law in England & Wales
Organise the clearance or sale of a property
Arrange bereavement counselling

This option is for those who want to stay in control and save money by completing Estate Administration themselves, but who also want the structure and security of knowing that they haven’t missed a thing. Our Legal Team will support you all the way and be on hand to point you in the right direction and help you stay on track.

This powerful toolkit will prepopulate government forms, generate estate accounts using the information you input, store everything for you in one place, and much more.

When you have completed the Executor Toolkit, Estate Administration will be complete in accordance with the Law in England and Wales. Your documents will all be in one place and easy to find and share.

Create a free account and get started here. The first two sections are free so you can get a feel for whether this is right for you. After this point, a payment screen will appear and you can choose whether you would like to continue. Technical support is available via online chat, or a free helpline. Or, call us to find out more about if this tool is right for you.

Online Executor Toolkit - £960
£800 + £160 vat. Disbursements (3rd party costs) are not included in our fees. An example of this is the Probate Court Fee.

Terms and Conditions
Our Terms and Conditions are located here

Executor Toolkit + Legal Team

Lots of Help [ Fast track Probate ]

Fastest way to complete Estate Administration with a fixed fee
Includes fast-track Grant and support by our Legal Team
£1800 inc VAT

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Our Legal Team will complete, and Fast Track, the Grant of Representation (also known as the Grant of Probate, Administration or Confirmation) Application for you in addition to all the great benefits of the Executor Toolkit.

Fast track Grant of Probate included (Grant of Probate Application time is reduced to weeks rather than months)
Funds are released more quickly
Free property sale if required
One off fixed fee
Save money and stay in control by completing some of the work yourself
A professional will handle the legal tasks and help you stay on track
Includes technical and legal support

Our Legal Team will help you with:

Stopping mail to the address of the deceased
Notifying government and financial institutions
Placing statutory notices
Calculating if Inheritance Tax (IHT) is payable (if yes this service is not suitable for you)
Arranging other relief, e.g. transfer of Nil Rate Band, if required
Preparing any Oath or tax forms needed
Completion of the Grant of Probate Application and any additional forms for you
Liaising with the Probate Registrar on your behalf, so an appointment is not needed

In addition, we will carry out other tasks on your behalf, for example, filling out a StopMail application; a service which removes the deceased name from direct marketing lists and stops unwanted mail, placing statutory notices and lots more.

Book a Callback and our Legal Team will be in touch to go through how we can support you.

The Simple Estate Administration service is an ideal option if you want to save money by completing some of the admin yourself, while feeling reassured that our Legal Team is with you every step of the way to complete legal tasks, prevent mistakes and speed things up.

Contact us via phone, email or book a callback. We will assign a member of our Legal Team to your case, who will help you to access the Toolkit and explain your next steps and how you can get started.

Simple Estate Administration - £1800

£1500 + £300 vat. Disbursements (3rd party costs) are not included in our fees. An example of this is the Probate Court Fee.

Terms and Conditions
Our Terms and Conditions are located here

Full Estate Administration

Hand It All Over [ Appoint a Solicitor ]

Suitable for taxable and more complex estates
Fixed fees and jargon free
From £3600 inc VAT

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Hand everything over to an SRA Regulated solicitor who will keep you informed throughout the entire process, and assume all legal liability for administration of the estate

Simply hand everything over to a Solicitor
Regular updates to keep you informed of progress
Your Solicitor will assume liability for the administration of the estate

Simply hand everything over to a specialist. You will be assigned a Solicitor, who will deal with the entire matter for you. They will complete everything needed in order to finalise the Estate Administration.

Contact us to discuss your requirements. A solicitor will be assigned to your case and advise you of any steps you need to take to get started.

Full Estate Administration - from £3600

£3000 + £600 vat. Disbursements (3rd party costs) are not included in our fees. An example of this is the Probate Court Fee.

Terms and Conditions
Our Terms and Conditions are located here

Talk to Someone

Book A Callback [ We’re here ]

Access to practical, legal and emotional advice
Award-winning bereavement and estate planning advice
Free to call, no time restrictions

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If you have any questions about administering an estate or want to simply hand everything over to a specialist, please call 0800 840 1665

It’s better to be safe than sorry, so if you are unsure or just want to find out what options are available then please don't hesitate.

Talk to a specialist bereavement adviser, free of charge. Please call 0800 840 1665

Online Grief Support

Bereavement Counselling [ GriefChat ]

Free 24/7 grief support is available online
Expert Grief counsellors
Click 'start' to open chat, no need to login

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Not only do we want to support you while dealing with the practical aspects of a bereavement, we want to help with the emotional side of it as well. Most people expect to be very upset or distressed when someone close to them has died. What takes many people by surprise is how strong the emotions can be, how they can change very quickly, and how long they last. You might appear to be your usual self to other people, but on the inside you are struggling to deal with the overwhelming feelings.

Everyone grieves in a way that is unique to them and their relationship with the person who has died.
We know that no-one can understand exactly what your loss feels like to you. But we do understand that it’s sometimes easier to talk to someone outside of your friends and family about grief and the impact of bereavement on your life. This is why we offer the GriefChat service.

GriefChat was created by bereavement experts and by clicking on the Start button, you can chat directly to a specially trained Bereavement Counsellor. GriefChat counsellors are experienced in supporting bereaved people and will listen to your story, explore how your grief is affecting you and help you find any additional support you might need. GriefChat is a completely free service and is available Monday-Friday, 9am-9pm or by email out of these hours.

GriefChat is provided by Professional Help Limited, one of our carefully selected partners. By continuing to use the GriefChat widget you are agreeing to their Terms and Conditions, and Privacy Policy. For more information you can contact Professional Help Limited via their website

Store

My Documents [ Down with rummaging ]

Let your trusted people know what you have
Convenient, secure and manageable
Upgrade to customise and upload documents

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It’s a digital filing cabinet which helps you to organize everything;
- From your legal paperwork to where important documents are stored
- Everyday financial stuff, such as where you bank, who you hold your insurance policies with and your mortgage company
- Keeping a note of your digital information, such as where you store your photos, accessing your e-books and music library
Adds reminders to your files so that you never forget a renewal date again.
Allows your most trusted people to access this information whenever it is needed.

Go Premium and customize

It’s convenient – Access when you want, add new information whenever you need and update as and when.

It’s secure – The safety of your information is extremely important to us. We use the latest technology to ensure that everything is protected.

It’s manageable – All in one place, minimal effort, and simple layout.

Make it your own – customize your folders.

Keep it all together - Upload and store your documents and information with a single click

With so much of our everyday lives now being paperless, and paper trails no longer existing in the way they used to, it is difficult for people to identify every account that someone has. It is especially problematic when you also include our online accounts. In fact, in a YouGov survey found that over 50% of people wouldn’t be able to access the account of someone who has died. Documenting this information not only means that you have a record of it, but also that your most trusted people can access it at a time when it is needed.

It's free to use the Basic version. But if you want to upload your own documents and customise your folders , then why not subscribe to Premium for £49 per year. Unlocks all premium features including Personal Messages, Funeral Wishes and My Digital Legacy.

Say everything

Personal Messages [ Because stories matter ]

Leave personalised messages for loved ones
Safely stored, sent when you choose
Video, text and pictures

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Easy to use.

Personal Messages allows you to create personalized messages for your loved ones.

Safely stored, sent when the time comes

These notes are securely stored; ready to be accessed and distributed, by Trusted People chosen by you, when the time is right.

Say it how you want to

Video, text & pictures are all supported.

Share your life story with your loved ones and secure your legacy forever. Say it all so you aren’t leaving your final goodbyes to chance.

Feel sure that nothing is left unsaid when you subscribe for £49.00 per year. Unlocks all premium features including My Digital Legacy, Funeral Wishes and customisable CloudVault.

Funeral Wishes

Plan a funeral [ It’s your funeral ]

Plan every aspect of your funeral
Remove the burden from loved ones
Edit as many times as you want

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Many people don’t like to think about it, however, it is important to share any wishes you may have regarding your funeral arrangements. This is a way for you to let your most trusted people know what you would like, as well as what you wouldn’t like, at your funeral. Funeral Wishes allow you to state things like your religious or spiritual beliefs, whether you wish to be buried or cremated, your preference as to how you would like to be dressed, if you would like flowers and your choice of coffin, amongst other things

It is also possible to pre-pay for your funeral as well as pre-plan. This can be done alongside writing your funeral wishes.

Although hard to think about, it is important to imagine the types of decisions your loved ones will have to make regarding your funeral. They will be asked about caring for your body, whether to have you buried or cremated, your wake or memorial, what funeral procession route to take, what music to have and a multitude of other decisions. And, who would make the decisions? These questions will be made more difficult as they will need to be made at a very emotional time. Not only that, but would your loved ones know exactly what you want? Most people won’t have had, what could be classed as morbid conversations, and as such leaves their loved ones guessing what they do and don’t want at their funeral. By setting out your wishes now you will help your family and friends when the time comes

You can reduce the burden further by arranging a pre-paid funeral. A pre-paid funeral usually covers the cost of the funeral itself as well as getting help and advice from a local funeral director. The fees, also known as disbursements, may well include things as minister’s fees, doctors’ fees, crematorium fees, a simple coffin, help registering a death, all of which will be dependent on the type of plan you choose. You can lock in today's prices and avoid the chance of inflation increasing the costs by prepaying for your funeral now.

Why use this tool?

Guides you in a logical and manageable way without jargon.
Allows you to access your funeral wishes when you want, add new information whenever you need and update it as and when.
Produces a Memorandum of Funeral Wishes which is kept in your Important Documents, ensuring your trusted people can access the latest version, and which can be printed and kept alongside your Will.

Remove the burden from your loved ones when you subscribe for £49.00 per year. Unlocks all premium features including Personal Messages, My Digital Legacy and customisable CloudVault.

Plan

My Digital Legacy [ Your online afterlife ]

Let trusted people know what to do with your digital life
Keep social media in trusted hands
Secure, simple, necessary

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In this ever-growing digital age of ours we have a bigger online presence than before and more and more electronic devices; these are your online accounts. You’re probably using many of them on a daily basis!

You have used at least one of them to visit me today, your email address; plus, you would have used either a laptop, desktop computer or smart phone. There are countless examples of online accounts, email accounts, digital music, digital photographs and videos, social network accounts, financial accounts, and online stores. You may also have a desktop computer, laptop, tablet, smart phone, storage devices and any similar digital device to name but a few.

In fact 94% of the population have online accounts which are being used as part of everyday life, with the average person in the UK having 26 different accounts and 10 different passwords.

When surveyed, 75% of people said their children wouldn’t be able to access their online accounts when they died and over 50% of people saying their partner wouldn’t have access.

Furthermore, 20% of bereaved families, found it too difficult to locate and deal with the online accounts and so didn’t bother, which means this digital content could be lost forever*. What if you were to become incapacitated? Or would like someone else to manage your finances? Would your trusted people, loved ones, deputies or attorneys be able to access your online accounts to manage your affairs?

There are potential issues that may arise without proper planning;

Will your loved ones know what online accounts you have?
You may incur costs (subscriptions) if not all online accounts are known. Or maybe you have investments you would like to be passed on? What is the worth of your online accounts?
Will your loved ones know what to do with them?
Do accounts need to be closed? Social media accounts closed or memorialised, software uninstalled? Images stored?*

* Information is taken from www.pwc.co.uk/cyber-security/insights/digital-lives-we-value-our-digital-assets-at- 25-billion.html.

Why use online accounts?

Online Accounts helps you to list your online accounts in a document called a Memorandum of Wishes. This document can be added to your Will, your Lasting Power of Attorneys and accessed by your trusted people. Not only can you list your online accounts but you can also set out what you would like to happen to them.

For example, would you want to memorialise your Facebook account or allow access to your photos and images.

The document ensures your loved ones have all the information they need to manage your digital assets when needed. A copy of the document is automatically added to your DigiFile, ensuring your trusted people can access the latest version.

Edit your online assets as many times as you like when you subscribe for £49 per year. Unlocks all premium features including Personal Messages, Funeral Wishes and customisable CloudVault.

Nags [ It’s easy ]

Remind yourself of the important things
Receive email notifications
Create and edit as many as you want

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Set yourself reminders about all the important things.

This could be to remind you to review your will, send a letter or that all-important anniversary! Create new nags whenever you see the bell icon, or make a list

Some of us live busy lives and a gentle nag here and then can go a long way.

Create and edit your Nags as many times as you like, free of charge.

WillWriting

LivingWill

Lasting Power of Attorney

My Final Wishes

Executor Toolkit

Need Legal Help? 24 7 365

Will Writing [ Protect what’s important ]

Living Will [ Don’t become voiceless ]

LPA [ Who speaks for you ]

A Little Help [ Step by step bereavement guide ]

A Little More Help [ Do it yourself with support ]

Lots of Help [ Fast track Probate ]

Hand It All Over [ Appoint a Solicitor ]

Book A Callback [ We’re here ]

Bereavement Counselling [ GriefChat ]

My Documents [ Down with rummaging ]

Personal Messages [ Because stories matter ]

Plan a funeral [ It’s your funeral ]

My Digital Legacy [ Your online afterlife ]

Nags [ It’s easy ]

WillWriting

LivingWill

Lasting Power of Attorney

My Final Wishes

Executor Toolkit

Need Legal Help? 24 7 365

Will Writing [ Protect what’s important ]

Living Will [ Don’t become voiceless ]

LPA [ Who speaks for you ]

A Little Help [ Step by step bereavement guide ]

A Little More Help [ Do it yourself with support ]

Lots of Help [ Fast track Probate ]

Hand It All Over [ Appoint a Solicitor ]

Book A Callback [ We’re here ]

Bereavement Counselling [ GriefChat ]

My Documents [ Down with rummaging ]

Personal Messages [ Because stories matter ]

Plan a funeral [ It’s your funeral ]

My Digital Legacy [ Your online afterlife ]

Nags [ It’s easy ]

Tell us about a problem