Wills Fees
If you wish to make a Will then the process could not be simpler and our team are more than happy to help arrange your first appointment. After your appointment is made you will be sent a short questionnaire to complete and return or bring to your appointment. This will guide you to think about the most common elements of your Will and what is required from you to think about before you attend the office.
After your initial meeting the Will is sent to you in draft for approval before a signing appointment is then agreed with you. Once signed, the Will is stored at this office free of charge, and registered on the Certainty Will database free of charge. No one can see your Will in the database as it simply records the fact that we have the original stored here.
You are always provided with a copy and you have the peace of mind that the original will is stored in our fireproof document safe until needed or until it is updated. You should look to keep your Will under review as circumstances change in your life, such as a marriage, divorce or your beneficiaries change from your initial wishes. Our fees for preparing your Will are as follows:-
VAT
Where VAT is said to apply it will be charged at the prevailing rate, currently 20%.
Our fees for preparing your Will are as follows:-
| Single Will (basic) | Mirror Will (married couple) | Single Discretionary Will (Will which includes Discretionary Will Trust) | Married Couple Discretionary Wills (Wills which include Discretionary Will Trust) | Complex Wills/Trusts | Severance of Joint Tenancy | Codicil |
|---|---|---|---|---|---|---|
| £250.00 + VAT = £300.00 | £420.00 + VAT = £504.00 | £350.00 + VAT = £420.00 | £600.00 + VAT = £720.00 | Charged on time spent basis | £120.00 + VAT = £144.00 | £120.00 + VAT = £144.00 |
Identity check fees
In compliance with the UK Money Laundering Regulations, we must verify the identity of our clients as part of our Customer Due Diligence procedures.
Should you wish to opt into having your identity verified through the Thirdfort app using a smart phone, tablet or iPad (again more details will be provided in your initial client care pack). You can opt in by signing and returning the relevant form provided within our initial client care pack.
Please also note that for you to be able to use this service you must have a passport, photo driver’s licence, identity card or residence permit.
Fees for undertaking identity (ID) checks are £30 plus VAT (£36 including VAT) for the full check.
Where you provide us with ID in another format, we will still have to perform a 'Lite' check, which checks that you are not subject to sanctions or are a Politically Exposed Person (PEP). This fee is £15 plus VAT (£18 including VAT).
It would not normally be necessary to undertake other work or incur other costs other than those described above. However, we would be very happy to provide you with a more tailored quote for all stages of your particular case once we know about your specific circumstances.