Make clear plans for the people who matter to you. Discuss a new will or changes to an existing will with Legacy Wills and Probate, serving clients in Bolton, including Horwich.
Tell us what you would like help with. We can discuss your circumstances, the scope of the work and the next step.
Our principal office is in Bolton. Please contact the team to discuss consultation arrangements.
A will written years ago may no longer reflect your family, finances or priorities. A new relationship, children, a separation or a change in property ownership can all be good reasons to revisit your instructions. Begin with what you want to happen, rather than assuming that an old document still fits.
Legacy Wills and Probate provides will-writing advice for individuals, couples and families. For clients in Bolton and Horwich, the useful starting point is a clear conversation about who should benefit, who could deal with the estate and any circumstances that need particular care. You do not need to have every answer before asking for advice.
List the people and organisations you would like to remember, any specific gifts, and who should receive what remains after the estate’s expenses and liabilities. Consider an alternative if a chosen beneficiary dies before you. If you have children, raise questions about guardianship and how an inheritance might be managed while they are young.
Choosing executors also deserves thought. Ask whether the people you have in mind would be willing to take on the responsibility, and identify a possible replacement. GOV.UK’s will-writing guidance explains these core decisions. Your adviser can help turn your intentions into appropriate wording.
Prepare a broad list of property, savings, investments, business interests and debts, together with any existing will. Mention assets abroad, financial dependants and family relationships that could make the arrangements less straightforward. Keep pension and life-policy information available so you can ask how those arrangements fit alongside the estate plan.
You can use approximate information for an initial discussion, then check what supporting documents are needed. Avoid changing or writing on an existing signed will yourself. Formal amendments and replacement wills need proper consideration, and signing and witnessing are essential parts of completing a valid document.
Once your will is completed, make a note to review it after significant family or financial changes. Keep the original safe and make sure the appropriate person knows where to find it. Read more about our will-writing service, or contact the team to discuss the work you need and its scope before proceeding.
Yes. Mirror wills are separate documents with similar wishes. Each person's circumstances and instructions still need consideration; ask how the arrangements would work if one of you later changes a will.
A move is a useful prompt for a review, especially if ownership or your finances have changed. Your adviser can assess whether an amendment or a new will is appropriate.
Not necessarily. Start with a broad outline of your assets, debts and wishes. The team can explain which details are needed to progress the advice and drafting.
Explore wills, probate and estate planning for Bolton clients, or read our main service guidance.
