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Wills & Trusts

Wills & Trusts

The importance of planning for the future extends beyond your lifetime, and at Haven, we understand the significance of safeguarding your legacy through wills and trusts.

A Will is estate planning in its most basic form. It’s your voice after you’re gone, detailing how you wish your estate to be managed and distributed. Everyone should have a Will in place.

Trusts offer an additional layer of control, allowing you to specify how your assets are handled and by whom, potentially reducing the burden of inheritance tax and providing for your loved ones according to your precise directives. We recommend most clients to have a Trust in place.

Our Wills & Trusts Expertise

Intestate

Facing the future without a will can lead to a legal condition known as intestacy, where the law decides how your estate is distributed, which can often be contrary to your wishes. We will provide compassionate and comprehensive advice to ensure that your estate is left in the hands of those you intend.

Probate

Whether you're an executor or a beneficiary, understanding the probate process is crucial. It involves verifying the will, appraising the estate's value, settling debts, and ultimately distributing the estate according to the will or, in the absence of one, the laws of intestacy.

Executor

As an executor, you're charged with a variety of tasks, from locating and valuing assets, paying off debts and taxes, to distributing the remainder of the estate to the rightful beneficiaries. It can be a daunting task, but our friendly experts can help you navigate the legal, tax, and administrative processes involved.

Secure Your Legacy with Haven

Beneficiary

Being named a beneficiary of an estate is not only an indication of trust and regard from the deceased but also a role that comes with specific rights and entitlements. You have the right to be kept informed about the probate process, the assets within the estate, and when you might expect to receive your inheritance.

Trustee

Trustees hold the responsibility to act in the best interest of the beneficiaries, to manage and invest the trust assets prudently, and to maintain transparent records. It’s a role that requires a balance of empathy and diligence, foresight, and adherence to legal obligations.

Do I Need Both a Will and a Trust?

It depends on your personal and financial situation. Wills are essential for everyone to have, while trusts can be beneficial for those with more complex estates or specific wishes for asset distribution.

Can I Write My Own Will or Trust?

While it is possible to create a ‘DIY’ will or trust, it is advisable to seek professional guidance to ensure all legal requirements are met and your documents are error-free.

Shape Your Financial Future

Contact us now to unlock tailored financial strategies and insights that will propel you towards financial freedom.

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