Pricing

Many more options are available. If in doubt, just ask. We are often asked for a “Simple Will”. These do not exist in Professional Estate Planning as they leave too many factors unprotected. A DIY Will may seem to cover what you need, but remember you won’t be there to pick up the mess they can leave. If you’re basing your family’s protection on price alone, we are not the Estate Planners for you. 

Single Will – £195

  • Straightforward Will passing assets to Children or partners etc. Additions are extra.

Mirror Will – £295

  • Straightforward Will mirroring with Partner/Spouse wishes being exactly the same. Additions are extra.

Basic Clone Will – £395

  • Specific Will Cloning where Partner/Spouse wishes, or other details are significantly different. Additions are extra.

Will Checking – £60

  • Professionally checking that your existing Will is up to date with current legislation, continues to satisfy your future wishes, ensures the minimum payment of Inheritance tax from your estate and checks possible attacks on the Will. Just send/scan a copy for a report.

Memorandum of Wishes – Free

This is a document that supports the Will and is a guide for the Executors. It is free to create and update by yourself and includes details of financial accounts and more. Just ask for the template. It helps find information when you’re not here and prevents squabbles as you write the details personally.

Extras Included at no cost with any Will ordered

  • Attestation and Witnessing Service, where we witness documents. Carried out at Rugby Wills.
  • Attestation (Supervising Signatures). Carried out at your home (with your Witnesses).
  • Available seven days a week by appointment
  • No travelling to us – we come to you
  • Home Visits at your convenience.
  • Support and Advice (Lifetime)
  • Biannual Will Contact
  • No parking fees

Lasting Power of Attorney

  • Either Health and Welfare, Finance, or both. Also Business related

LPA – Health and Welfare

  •  It can only be used when you are unable make your own decisions.  *FEE Discount for low income

LPA – Property & Financial

  •  It can be used as soon as it’s registered, with your permission. * FEE Discount for low-income. 

LPA – Business

  • Power of Attorney for managing businesses

Mirrored LPA’s

  • Mirrored LPA, either Property and Finance or Health and Welfare, attracts a discount.

Some Commonly used Trusts

  • Some often-used Trusts to enhance a plan

Property Probate Trust – For couples. One per Will, Mirrored

  • Spouses typically have the right to reside, with beneficiaries entitled to 50% of the property and certain tax benefits. Designed to ensure 50% of the property goes to your chosen beneficiaries

Flexible Life Interest Trust (Flit) – For couples. One per Will, Mirrored

  • An enhanced Property Probate Trust designed to efficiently manage finances, properties, and the Residence Nil Rate Band (RNRB). This trust also includes a fundamental discretionary trust. It is ideal for most inheritance situations without restrictions or special requests.

Discretionary Trust –  One per Will, Mirrored for couples.

  • Expressing your specific wishes for beneficiaries is crucial, particularly if you anticipate potential challenges. Issues such as an inability to manage an inheritance, substance abuse, concerns about marriage, divorce and sideways disinheritance can arise. You can ensure your intentions are honoured by clearly outlining how your legacy should be distributed. This approach is frequently paired with a Property Trust for enhanced management and security.

Mirrored Trusts

  • Please Ask. Mirrored Trusts within the Will or Clone Will attract discounts.

Other Common Areas

  • Some often-used documents/services are needed to assist the effectiveness of planning.

Severance of Tenancy (Mutually agreed)

  • Own your home? You may need this.

Document Storage (Yearly Cost by Direct Debit, April-April) – £30

  • All legal household documents are stored in a secure fireproof, waterproof and theftproof storage environment.

Land Registry Search – £15

  • To ascertain the type of ownership, legal title and any property related items.
No VAT. Updated 28/12/24 E&OE
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