Will Writing
Making sure your legacy is fulfilled
Why having a Will matters
Far too many people put off making a Will, often until it’s too late. Without one, the law decides who inherits, not you. This can leave your family facing stress, disputes, delays, and unnecessary costs — right at the time they need clarity and support most.
Without a Will, you risk:
- Children left without the guardians you would have chosen
- Assets passing to unintended people
- Family disputes causing lasting damage
- Higher Inheritance Tax bills eating into your estate
- Confusion and stress for loved ones during a time of grief
It’s not just about money. It’s about the emotional and practical burden your family would face without clear guidance from you.
How a Will changes everything
The good news is that writing a Will is straightforward with the right support. You don’t need to have all the answers before you start — that’s my role.
At Sure Wealth, I’ll guide you through the process with clarity and care. Together, we’ll create a Will that reflects your wishes, protects your family, and gives you peace of mind.
My role is to make the process simple, personal, and empowering. You’ll never be left drowning in jargon or wondering if you’ve missed something important — I’ll walk you through every step.
As a fully qualified member of STEP (Society of Trust and Estate Practitioners) and the Society of Will Writers, you can be confident your Will is drafted with the highest level of care and expertise.
With a professionally drafted Will, you can:
- Give your loved ones certainty by making your intentions legally clear
- Protect your children by appointing guardians you trust
- Control who inherits rather than leaving it to government rules
- Reduce Inheritance Tax and preserve more wealth for your family
- Safeguard vulnerable beneficiaries with extra protections
- Leave a meaningful legacy that reflects your values and hard work
A Will isn’t just a document. It’s an act of love and responsibility that ensures your family are cared for, your wealth is protected, and your legacy lives on.
Your will planning journey
Here’s what you can expect when we work together:
Clarity Call
A short conversation to understand your needs and give you a feel for how I work.
Legacy Planning Session (paid consultation)
A focused consultation where we explore your family, your priorities, and the legacy you want to create. You’ll gain clarity on your options and the areas where planning can make the greatest difference.
Recommendations
I’ll design a Will (and if needed, complementary planning such as Trusts or LPAs) that best suits your circumstances.
Implementation
Once you’re happy, I’ll take care of drafting and finalising your Will, ensuring everything is put in place properly and with care.
Ongoing Review
Life changes, and so should your planning. I’ll review your Will with you as needed to make sure it always reflects your wishes and protects your family.
The best gift you can give your loved ones is certainty.
Take the first step towards creating your Will and book in a free 15 minute Clarity Call:
