• After you have completed the online Wills questionnaire we will provide telephone support help with a specialist throughout the process totalling up to 30 minutes;
  • The 30 minutes of telephone support with a specialist to cover clarification of your instructions and the advices contained in the online FAQs including the appointment of executors and trustees, the distribution of your estate by specific, pecuniary, charitable and residual bequests, trusts for minor children, guardians and the inheritance tax thresholds;
  • In the event the telephone support with a specialist exceeds 30 minutes additional charges will be invoiced;
  • All telephone calls are recorded for training and business purposes
Possible additional charges:
  • £60 (£50 + VAT) per each half hour or part of an additional half hour of telephone support with a specialist
  • Review of your completed questionnaire and a review of your existing Will (if any);
  • Drafting your Will with clauses including the appointment of executors, trustees & guardians, the distribution of your estate by specific, pecuniary, charitable and residual bequests including trusts for minor children – 80% of the Wills we make are covered by this Standard legal process;
  • Providing you with a first draft Will within 5 working days of your completion and return of your questionnaire or if you have raised further queries within 5 working days of such queries;
  • Making changes to your draft Will(s) including minor clause alterations and typographic, name or address changes on your instructions on one further occasion and providing you with a second revised draft;
  • In the event you require a third or subsequent additional revised drafts of your Will an additional charge will be raised for each such further revision;
  • All first draft Wills, second revisions and subsequent revisions checked by a solicitor;
  • Preparation of a final version of your Will ready for your signature
Possible additional charges:
  • In the event you require a third or further additional revised drafts of your Will the additional work to do this will be charged at £72 (£60 + VAT) for each subsequent revised draft Will furnished
  • We will post your Wills to you for signature & return in a prepaid envelope with detailed instructions on signing your Will in the presence of two independent witnesses in accordance with the law on the signature of Wills;
  • If you prefer we can arrange for a meeting in either our Belfast or Bangor offices of up to 15 minutes to attend to your signature of the Will(s) in the presence of two witnesses that we will provide;
  • We will post you a copy of your signed Will and can provide you with an electronic copy of your signed Will(s) at any time;
  • Your original Wills will be stored in our purpose built safe storage facility
  • Copies of your original Wills can be provided to you at any time in the future on production of satisfactory identification documentation;
  • The making of an Enduring Power of Attorney;
  • Work on the severance of the ownership of property held under a joint tenancy to change the ownership to tenants in common;
  • Advice on lifetime gifting of assets to family members or friends;
  • Calculation of your current approximate Inheritance Tax liability;
  • The use of regular gifting out of income Inheritance Tax or annual allowances;
  • Inheritance Tax planning advice relevant to your assets;
  • The use of trusts for Inheritance Tax planning;
  • The application of reservation of benefit anti avoidance Inheritance Tax rules;
  • Issues relating to property situated abroad;
  • Domicile issues;
  • The application of the Inheritance (Provision for Family and Dependants) (Northern Ireland) Order 1979 claims;
  • The use of life interest trusts for asset protection and the severing of joint tenancy property ownership to facilitate same;
  • original Wills will be stored in our purpose built safe storage facility;
  • consideration of potential constructive trust claims;
  • consideration of potential proprietary estoppel claims;
  • the use of asset protection trusts;
  • the taxation of trusts;
  • the review of shareholding structures of family/ farming businesses;
  • the review of existing Inheritance Tax planning and trust arrangements;
  • Provision of a report reviewing Inheritance Tax planning options;
  • Work arising from concerns about your capacity to prepare a Will;
  • Meeting with and advice from a solicitor
Possible additional charges:
  • An Enduring Power of Attorney for a single person signed at the same time the Will is signed is charged at £144 (£120 + VAT)
  • Enduring Powers of Attorney for a married or civil partnership couple signed at the same time Wills are signed are charged at £192 (£160 + VAT)
  • Our solicitor’s time will be charged at a discount to the solicitors normal hourly rate for an initial consultation of up to one hour in addition to the Will charges.  Subsequent time worked on the matter by the relevant solicitor or other Wilson Nesbitt solicitors will be charged at their normal hourly rate.
  • The solicitors hourly rates will be confirmed when consultations are requested.
  • You complete our online questionnaire;
  • We then ask you to complete an electronic identification verification process & make your payment to us;
  • You need to respond to the draft Will we provide you with & other communications promptly
Possible additional charges:
  • If after a draft Will has been furnished you fail to respond to us over a period of 15 working days with confirmed instructions a chasing/ re briefing fee of £36 (£30 + VAT) will be charged.
  • The charges for a Standard Will for a single person are £240 (£200 + VAT);
  • The charges for Standard Mirror Wills for a married, civil partnership or cohabiting couple are £360 (£300 + VAT);
90% of the Wills Wilson Nesbitt make are covered by this standard Wills process. If you require a Will to cover unusual family circumstances, have concerns in relation to nursing home costs/ asset protection or inheritance tax planning in relation to substantial asset values or business interests we will clarify and agree the cost of any such services you require in advance.