Corporate Solutions

Companies offering their staff Will writing as a flexible or voluntary benefit show they care not only about the staff member, but their whole family. Having Will writing as an employee benefit:

• Gives the whole family protection, not just the employee

• Employee’s partner can also benefit (select Joint/Mirror Will)

• Ensures expression of wish for Death-in-Service is current

• Employees are advised, rather than sold to

• Recommended by HR, so peace of mind for the employee that the company is reputable

Flexible or voluntary benefit

Flexible benefit

• Benefit paid from salary, rather than from the employee’s pocket

• Fixed fee spread over twelve month period

Voluntary benefit

• Employee can take up benefit anytime throughout the year

• Enables employers to offer their staff extra perks and services at little or no extra cost to the company 

Why use James Mckenzie

• Marketing communications and client booking service provided by James Mckenzie, ensuring hr’s work load for the promotion of the benefit is kept to a minimum

• Educational seminars and road shows offered to employees

• Professional& efficient service with employees met at their offices or homes

• Inheritance tax advice offered to all clients

• Advice given on all potential scenarios, so the will is as future proofed as possible

• James Mckenzie do not act as executors, potentially saving family members unnecessary legal fees after death

What are the alternatives

DIY wills

• No advice given causing more problems than not having a Will

• Solicitors make more money out of correcting badly written Wills than writing Wills themselves

• Many go un-opened – packs are bought and shelved without being looked at

• Uncertainty as to whether they will do what they need to “free” Will writing services from banks / other providers

• Often not “free” at all – usually bank is appointed as executor and may charge up to 5% of gross value of estate on death

• Often very simple Wills which do not cater for all scenarios

• If more complex scenario, additional fees are levied

Family solicitors

• Charges often vary depending on number of clauses, time spent, numbers of drafts prepared, etc

• Like banks, often appoint themselves as executors

• Often not specifically trained in Will writing as they cover many areas of law