This is at the heart of our friendly and professional service. All our members produce Wills either from instructions taken by our agents or as a result of visiting clients. In the latter case confirmation letters and a complete information pack is sent to the client prior to the appointment – the client is therefore prepared. If a TAS member takes the instructions, he or she will visit the client at their home or office to discuss their circumstances and advise on the best way to achieve their wishes.
Wherever possible Wills are prepared within two weeks of receiving instructions and are either returned direct to the client or to the TAS agent with detailed instructions on how to have them signed and witnessed.
No matter how complicated the client’s affairs, your local TAS Network member will offer the best solution for dealing with them.
If the client already has a Will, your TAS Network member will offer a free “health check”.
ESTATE PRESERVATION
A hidden ‘tax’ is Community Care Costs. If the client has to spend his or her last years in care, this can effectively, decimate your client’s estate. Often the impact of Community Care Costs can be lessened by having a well-drawn Will and again your TAS member will be able offer the right advice.
Also, where couples have a concern that any children by a previous relationship could be disinherited when all assets are left to a new spouse, a correctly drafted Will can ensure that part of the estate is 'preserved' for those children, by incoroprating a Will Trust clause into their Wills.
PROFESSIONAL EXECUTORS AND TRUSTEES
Our services are not just limited to preparing Wills. A death is a highly stressful situation and often family members are unable to deal with all that is necessary to obtain probate to the Will and administer the estate. Thus, it is prudent practice to have either an executor in the Will who can handle the necessary formalities at reasonable cost or someone to whom the family can turn for help.
The TAS Network recommends Kings Court Trust Corporation in Bath as a professional executor and trustee. They will carry out the necessary legal work efficiently, speedily and sensitively at a very reasonable cost to the client.
WILL STORAGE
Proper storage of Wills is of fundamental importance. If lost or destroyed, they can rarely be ‘reconstructed’ from copies.
Again as part of the TAS Network’s ongoing commitment to the client, we have secured a facility whereby our clients’ Wills can be stored in a secure, fireproof and waterproof environment. Each Will is separately insured and the client is provided with a copy of the Will, certificate of storage and cards to hand to their executors so that they too know the Will is stored.
For further information on our home-visit Will writing services, please contact one of our members.