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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.

Types of Will

For many people, the prospect of writing a Will can be a daunting process. This can be exacerbated when faced with multiple options and a hierarchy of fees as it can be difficult to know which option is right for your needs. James McKenzie recognise this is often a reason people put off writing a Will so we have simplified our offering into two distinct services.

We work on a fixed fee basis, so irrespective of the time taken to complete the process, or the number of clauses required in the Wills, there are no hidden extras. Furthermore, we do not appoint ourselves as Executors which can you save thousands of pounds in unnecessary legal fees after death.

We offer two levels of service under our Will writing proposition – Standard and Advanced.

Standard Service

The Standard Service includes the appointment of Executors, Trustees and Guardians, the distribution of assets through legacy gifts and residual beneficiaries, funeral wishes and generic inheritance tax advice. This service is recommended for those who have a modest net worth and would like to leave all their assets outright to their surviving spouse/partner, children (in trust up to age 25) or other family and friends or charities.

Advanced Service

The Advanced Service includes all the above with more complex trust structures and tax advice designed to give greater protection over your assets for your beneficiaries. This service is suitable in a variety of circumstances, especially for those who wish to protect their assets for their children against a future re-marriage, for those with a larger estate, or for those with children from more than one relationship.

Single or Mirror / Joint

Both levels of the Will Writing service (Standard and Advanced) are available on a Single or Mirror / Joint basis. Single is for the individual, and the Mirror/ Joint basis covers two people, partners or spouses. Each person will have their own Will at the end of the process and the Wills do not need to be identical.

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