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Taking the Next Step Forward

Congratulations on your recent property acquisition! As you embark on this exciting new chapter in your life, we at Davisons Law understands the importance of safeguarding your hard-earned assets and ensuring a smooth transition for your loved ones. That's why we encourage you to take the new step forward and prioritize your legacy by crafting a comprehensive will.

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Who We Are

Davisons have been established for over 35 years. We operate out of 14 offices throughout the Cotswolds, London, Staffordshire, Warwickshire and the West Midlands. No matter the legal requirement, we have the expertise to offer clear advice when our clients need it most. We work with our partners and clients to guide them to a positive outcome.

1000

5 star reviews

5

Top 5 Conveyancing firm
in England and Wales

1

Dedicated Lawyer and Relationship Manager

35

Years experience helping clients with their move

Our People

The Will Process

Making a will is so important. A will is a legal document that ensures your estate is distributed amongst your selected beneficaries.It is important to know that if there is no will then the law states that you follow the intestacy rule. Intestacy rules follows a class of beneficaries. These may not truly mirror the wishes of the deceased. Below are the steps to making a will.

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1. Initial Appointment

Book your initial appointment with one of Davisons Law private client solicitors. Your solicitor will discuss the type of Wills that you can use to protect your estate. It is also an opportunity to select the beneficiaries and the executors of the will. This first step will allow you to get an accurate quotation from the beginning.
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2. Drafting your Will

After your initial appointment your solicitor will draft your will and send it out to you to approve the terms.
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Final Will Signing

If you are happy with the draft, Davisons will ask you to come into the office to execute the will. You will sign the will to finalise it and be given a copy, while Davisons retains the original for future record.
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What's Next?

Once this has been completed no further steps will be needed. However, Davisons Law will always be available to disccus amending your will or to discuss any other legal services you may need.

Why should I get a Will?

Making a will is so important. A will is a legal document that ensures your estate is distributed amongst your selected beneficiaries. It is important to remember that if there is no will then the law states that you follow the intestacy rules. Intestacy rules follow a class of beneficiaries. These may not truly mirror the wishes of the deceased.

Below are a few reasons to make a will, especially after recently purchasing a property:

  •  As a general rule, everyone that owns a property should have a Will to guarantee that the property will be inherited by the people you want to benefit when you are no longer around.
  •  If you die without a Will, you are deemed to have died intestate and the intestacy rules will govern who will inherit your estate. This means your property may end up in the hands of people you did not want to benefit.
  •     If you do have younger children, you can make provision for guardians that you wish to take care of them for peace of mind. Without this the decision may be left to the family courts.
  •     If you are not married or in a civil partnership a Will will have to be needed especially if you are cohabiting. This ensures provisions are made for them following your death, as the intestacy rules do not consider unmarried partners. Without a will, an unmarried loved one may be left without any inheritance.
  •  If you are married and have children from a previous marriage, you may wish to put in place a Will to ensure that certain assets for your children are protected.
  •  If you are concerned that you may have to pay inheritance tax on your death, a Will is a useful tax planning tool. The intestacy rules are not the most tax efficient and you may find that significant parts of your wealth are lost to inheritance tax.
  •  In your Will, you can specify the age at which you would like your children and grandchildren to inherit or even set up trusts for your children if you feel they are vulnerable or struggle with managing money. Without a Will, your children will inherit their share of your estate at 18.
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Real Life Example

We always find that case studies are always more interesting than facts and so see below for an illustration of why putting in place a Will can be vital:

  • Tom is a dentist and Tina is a vet and they are both in their early 30s. They both are busy with work and have not really given any thought to getting married or starting a family.
  • Tom received a sizeable inheritance from his parents and he purchased a home in his sole name without a mortgage that he lives in with Tina.
  • Sadly, before his 34th birthday, Tom is knocked over by a bus and dies instantly.
  • Tom and Tina had talked about making Wills, but had never gotten around to doing it.
  • Tom’s only surviving family is his older sister, Tamara. Tom was never close with Tamara growing up and Tina has only met her a handful of times

What are the implications that Tom has died not married to Tina and without a Will?

  • Tom’s estate will be governed by the rules of intestacy. As his surviving sibling, Tamara is the one who will be entitled to act as administrator of Tom’s estate and will also be entitled to inherit everything Tom had, including the property that he lived in with Tina. Tamara intends to sell Tom’s property and move abroad, leaving Tina without a home to live in.
  • Whilst Tina was Tom’s long-term partner, they were not married and therefore she will not be accounted for under the rules of intestacy and will not receive anything from Tom’s estate. If Tom had put in place a Will, he could have chosen to include Tina and ensured provision was made for her following his death.
  • Tina can make a claim against Tom’s estate, but this can be a long-winded process and who wants to go through the added stress and pressure of this when mourning a loved one.
  • Not only this, but Tom’s total estate exceeds the inheritance tax threshold and there is inheritance tax to pay in the sum of £56,000. This could have been avoided if Tom and Tina had sought legal advice in relation to their Wills and could have been informed of the availability of the spouse exemption if they married.

 

Don’t be like Tom and Tina and get advice about putting in place a Will!

What People Say About Us

At Davisons Law we aim to offer the best possible service for our clients, and the results we achieve are reflected in the feedback our clients give us.

Read a selection of our client's testimonials below.

Over 1000 5-Star reviews

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We have worked with Davisons Law for a new property purchase and would absolutely recommend their services! Nicola and her team were extremely professional and helped us to answer most of our queries and made this happen smoothly and quickly. Thank you for the excellent service.

Shaice Michael - Google Review

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RALUCA PLESU - Google Review

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Could not of wished for everything with our house purchase to go any better ....For initial engagement to the final day, communication was great...nothing was too much trouble.....Thank you so much

ian hopgood - Google Review

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Thank you Solihull New Build Team, our experience was smooth and professional.

Elif - Google Review

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Both my wife and I were extremely pleased and satisfied with Kiran who dealt with our wills in a confident and professional manner. A first class company with extremely skillfull staff. Thank you Kiran you are a credit to your company.

Roger Harding - Google Review

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Absolutely perfect service, we had a part exchange Co-ordinated by Davisons and we felt updated regularly with any enquiries swiftly answered or taken away to work out a solution. In particular James Lawlor was brilliant help for us!

Sam Bishop - Google Review

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From start to finish .Sally and Gemma .were so professional and helpful .Even to the point of having home visits ,by Sally out of hours who knew we would struggle with the PDF file's .and also help by Gemma to make us very aware about legal issues on our next purchase so well done to you both. Thanks Alan and Kathy Rhodes

Alan Rhodes - Google Review

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Excellent and proactive service from the whole team, thank you very much.

James - Google Review

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Barbara Robinson - Google Review

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Gemma and Sally from Davisons Law were our solicitors who helped us acquire our 1st mortgage. They provided a good service, prompt responses, and kept us up to date throughout the entire process. I would definitely recommend them.

Felise Brooks - Google Review

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Absolutely faultless, Lisa was very Helpful, efficient and professional i couldn't have asked for more. No hesitation to recommend or use again, Many Thanks

Kash M - Google Review

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