LEICESTERSHIRE
WILL-WRITING,
POWER OF ATTORNEY
AND DEPUTYSHIP SPECIALISTS
We specialise in drafting wills, lasting power of attorney applications and supporting clients through the deputyship application process when loved ones are unable to look after their own affairs for clients across the East Midlands.
Westcotes Wills goal is to provide you with sufficient information so that you can make informed decisions allowing you to protect yourself, your family and if appropriate, your business in the event of serious illness or death.
LEICESTERSHIRE
WILL-WRITING,
POWER OF ATTORNEY
AND DEPUTYSHIP SPECIALISTS
We specialise in drafting wills, lasting power of attorney applications and supporting clients through the deputyship application process when loved ones are unable to look after their own affairs for clients across the East Midlands.
Westcotes Wills goal is to provide you with sufficient information so that you can make informed decisions allowing you to protect yourself, your family and if appropriate, your business in the event of serious illness or death.
About Westcotes Wills
Westcotes Wills’ goal is to provide you with clear concise information so that you can make the key decisions needed to protect yourself, your family and your business in the event of serious illness or death.
Our team has both a law and financial planning background, in addition to holding appropriate drafting qualifications and training for drafting wills, power of attorney and deputyship applications.
As a member of the Institute of Professional Willwriters Westcotes Wills are dedicated to demonstrating our commitment to being qualified and ethical in our approach.
The business proprietor Rosie has worked in financial services for 18 years and is a chartered financial planner. Training with the Institute of Professional Will Writers has taken her back to her legal routes of 20 years ago. She graduated with a LLB (Hons), law degree and has previously worked in a legal practice.
Our first meeting is at our cost, before any work is carried out we agree the fee in advance. All costs are transparent and clear.
Rosie works directly with private clients and professionals ensuring that their personal and business estate planning is fit for purpose, and that it is reviewed on a regular basis. Taking account of the ever changing circumstances that are inevitable in life.
In her spare time Rosie is kept busy with her young family of two and trying to fit in the odd half marathon.
Working together to protect your family
Deciding who will look after you and your best interests should you fall ill or working out who receives your estate on your death are difficult and emotive decisions. Decisions that many put off without realizing the impact of inaction. Our job is to make sure you and your family has support and the appropriate knowledge when making these difficult decisions. We also provide a point of contact when the documents we have drafted for you need to be used.
We offer a full review of your situation, both personal and where appropriate, business. We will help you construct a coherent and informed plan to achieve your wishes.
Good planning will put your family in the strongest position possible if you fall ill or die unexpectedly. Making you wishes clear, will make your loved one’s journey much easier at an extremely difficult time. It will ensure you can:
- Prevent any family disputes.
- Guarantee your family can continue to live in their home.
- Decide who looks after your children and not the Courts.
- Protect your estate for your children and grandchildren in the event of divorce or remarriage.
- Control who is appointed to look after your best interest, rather than a lengthy and costly court application.
ARE YOU A BUSINESS OWNER?
As a business owner, a lot of time and effort goes in to establishing value and generating income for you, your family and employees. A succession and continuity plan, to ensure your business can continue of you fall ill or die, is not always top of the agenda.
Planning ahead to develop the business should encompass all risk scenarios.
Typically, we work with business owners and their trusted advisers to help them understand and assess the risk to the business in the event of ill health or death. The type of business you run, the industry you are in and whether your wider family are involved in the day to day running of the business may influence the course the plan should take. We help you
- Assess the value of your business
- Assess the value of key employees/income generators
- Review your corporate documents e.g. Articles of Association
- Establish an action plan to mitigate the identified risks.
- Draft individual wills, business wills and business lasting power of attorneys
The person or persons you appoint for your own personal affairs may not always be appropriate to manage your business. A separate business will and lasting power of attorney is likely to be required.
WHAT IS A WILL and why do i need one?
If intestacy rules apply only blood relatives and spouses by marriage or civil partnership will inherit. Loved ones who do not fall into these categories will have to apply to the Courts to be granted a share of your estate.
WHAT IS POWER OF ATTORNEY?
A power of attorney document allows you to control who looks after your finances and how you are cared for, if you are unable or not in a position to make your own decisions due to illness, disability or a much longed for extended holiday.
This process is much simpler and less costly than the alternative of having a deputy appointed.
WHAT IS a DEPUTYSHIP application?
If your loved one becomes unable to make decisions about their financial affairs or care, a Deputyship application might be required. In fact, it’s the only option if a power of attorney hasn’t already been arranged.
Becoming a deputy involves making an application to the Court which can take between six and nine months. The application itself is a costly process and it’s also more expensive to manage compared to a Lasting Power of Attorney.