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Covid-19 update

All our services remain fully operational, with phone, Skype, Teams and other conference calls being conducted in place of face to face meetings. You will still receive the same high level of service with all our service agreement levels being met. If you have a family member who requires our services, we are offering all our clients a “Family Referral” scheme, so please let us know via the Contact tabs on our website and we will be happy to help. To all our partners and clients, we extend our full support and well wishes at this difficult and challenging time.

Corporate Solutions

Over 300,000 people die without a valid Will each year, causing additional financial and emotional burdens on the loved ones left behind.

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