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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

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