All Posts

💻 Digital Assets and Death: Why Every Estate Plan Should Go Beyond the Physical In today’s digital age, our lives extend far beyond what’s written on paper. From cryptocurrency wallets 💰 and social media accounts to cloud storage and online businesses, digital assets have become an integral part of modern estate planning. Yet, many individuals—and even some traditional wills—still overlook them. What Are Digital Assets? Digital assets include any form of content, account,

There are two ways of owning your home 🏡 Joint Tenants or Tenants in Common. Tenants in Common (TIC) allows you to avoid having the entire property value 💷 count towards care home fees because only your individual share of the property is assessed. By changing from Joint Tenancy to TIC and incorporating a Trust in your will ✍️📃, you can ensure the surviving partner continues to live in the home, and the deceased's share is protected from care fees and passed on to benefici

My LPA documents, have been sent in and I have received two letters with different reference numbers. Why is this?  If you have created a health and welfare LPA and a property and finance LPA you will have been sent a separate reference number for each one. The reference numbers for each LPA will be different. Both forms have lots of similar information and it may seem like a duplication, so we advise you check which reference number is for which LPA.  I have just received my

Executor - An executor is the person or persons named in a Will who is/are legally responsible for carrying out the deceased's final wishes by managing their estate. Their duties include paying debts and taxes, and distributing the remaining money, property, and possessions to the beneficiaries, according to the instructions in the Will. When choosing executors consider their age (are they likely to outlive you?), where they live (dealing with your belongings can be difficult

Tackling terminology in LPAs: Best interests and least restrictive option. Best interests: Any decisions made, or actions taken, on behalf of someone who has lost mental capacity must be in their best interests. There is no specific answer as to what is in a person’s best interest, as every decision is unique to the person and circumstances involved. However there are standard steps to follow when deciding on someone’s best interests. These are set out in Chapter 5 of the Men

Decisions,decisions … You make hundreds of decisions everyday but what if you couldn’t? 🤔 Would you be happy to let a stranger make decisions about your finances and health? 😮No most people wouldn’t. You can choose your husband/wife, adult children or friends to do this for you by completing a Lasting Power of Attorney. To find out more please contact 📞01458 555013, free home visits across Somerset, North Somerset and Devon ❤️

So grateful to Jane for her heartfelt review ❤️

From todayswillsandprobate.co.uk There is an ‘alarming gap’ in the public’s understanding of inheritance laws after two thirds of cohabitees said they didn’t know what would happen to their estate if they died without a Will.  A fundamental lack of understanding of the rules of intestacy is evident in statistics that suggest a quarter of people mistakenly believe their estate would automatically pass to their partner and 7% thought it would go to ‘close friends.’ The survey

From the Office of the Public Guardian - ✍️ Why can’t I change or amend a lasting power of attorney (LPA) if I find a mistake? If you find an error after the donor has signed the document, it cannot be changed. This is because when the donor signs the document, they are saying everything on it is accurate and true at the time of signing. If you change anything in the LPA after this, it will make the LPA invalid. We specialise in the drafting and registration of LPAs so are aw

Here is our latest review! We are always so delighted to help our clients sort out their affairs in an affordable, straightforward way...

Fishing tackle 🎣 and a reclining sofa from DFS made up some of the more bizarre gifts left in Wills reveals Co-Op Legal Services. While...

Our pets are family too ❤️ So what happens to them when we die?😢 Did you know you can specify who, where and how your beloved fur babies...

⁉️⁉️Do you know If you have made an enduring power of attorney before 1st October 2007 📅this document does not cover your attorneys...

The simple guide to writing a will and keeping your loved ones happy ☺️ Can you please everyone? 🙇 Here are a few hints and tips to help...

The growing popularity of online will writing could lead to a ‘surge’ in contested probate cases down the line, probate experts have...

The Ministry of Justice is set to raise the application fee for lasting power of attorney to £92 per LPA starting from 17 November 2025...

Knowing we’ve done a good job makes everything worthwhile 🥰

I’m so grateful to have such lovely clients 💕